SPIDX vs. ACEIX
Compare and contrast key facts about Invesco S&P 500 Index Fund (SPIDX) and Invesco Equity and Income Fund (ACEIX).
SPIDX is a passively managed fund by Invesco that tracks the performance of the S&P 500 Index. It was launched on Sep 26, 1997. ACEIX is managed by Invesco. It was launched on Aug 2, 1960.
Performance
SPIDX vs. ACEIX - Performance Comparison
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SPIDX vs. ACEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | -7.13% | 17.54% | 24.65% | 25.95% | -18.36% | 28.30% | 18.13% | 31.11% | -4.75% | 21.45% |
ACEIX Invesco Equity and Income Fund | -1.20% | 12.85% | 11.77% | 10.08% | -7.75% | 18.02% | 9.96% | 19.17% | -9.74% | 10.86% |
Returns By Period
In the year-to-date period, SPIDX achieves a -7.13% return, which is significantly lower than ACEIX's -1.20% return. Over the past 10 years, SPIDX has outperformed ACEIX with an annualized return of 13.42%, while ACEIX has yielded a comparatively lower 8.47% annualized return.
SPIDX
- 1D
- -0.40%
- 1M
- -7.71%
- YTD
- -7.13%
- 6M
- -4.70%
- 1Y
- 14.14%
- 3Y*
- 16.85%
- 5Y*
- 11.09%
- 10Y*
- 13.42%
ACEIX
- 1D
- -0.37%
- 1M
- -5.34%
- YTD
- -1.20%
- 6M
- 2.41%
- 1Y
- 11.40%
- 3Y*
- 11.00%
- 5Y*
- 6.63%
- 10Y*
- 8.47%
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SPIDX vs. ACEIX - Expense Ratio Comparison
SPIDX has a 0.29% expense ratio, which is lower than ACEIX's 0.78% expense ratio.
Return for Risk
SPIDX vs. ACEIX — Risk / Return Rank
SPIDX
ACEIX
SPIDX vs. ACEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Index Fund (SPIDX) and Invesco Equity and Income Fund (ACEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SPIDX | ACEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.05 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.47 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.21 | -0.24 |
Martin ratioReturn relative to average drawdown | 4.71 | 5.18 | -0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPIDX | ACEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.05 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.60 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.66 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.71 | -0.27 |
Correlation
The correlation between SPIDX and ACEIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SPIDX vs. ACEIX - Dividend Comparison
SPIDX's dividend yield for the trailing twelve months is around 1.16%, less than ACEIX's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | 1.16% | 1.07% | 1.28% | 1.23% | 1.14% | 2.09% | 1.45% | 2.11% | 2.82% | 1.49% | 1.49% | 1.74% |
ACEIX Invesco Equity and Income Fund | 6.98% | 6.87% | 8.28% | 6.91% | 6.65% | 13.74% | 2.94% | 5.53% | 8.91% | 6.73% | 3.94% | 5.17% |
Drawdowns
SPIDX vs. ACEIX - Drawdown Comparison
The maximum SPIDX drawdown since its inception was -55.30%, which is greater than ACEIX's maximum drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for SPIDX and ACEIX.
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Drawdown Indicators
| SPIDX | ACEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -40.08% | -15.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -8.63% | -3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -16.73% | -7.93% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -30.80% | -3.04% |
Current DrawdownCurrent decline from peak | -8.93% | -5.50% | -3.43% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -4.63% | -5.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.01% | +0.56% |
Volatility
SPIDX vs. ACEIX - Volatility Comparison
Invesco S&P 500 Index Fund (SPIDX) has a higher volatility of 4.24% compared to Invesco Equity and Income Fund (ACEIX) at 2.88%. This indicates that SPIDX's price experiences larger fluctuations and is considered to be riskier than ACEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPIDX | ACEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 2.88% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 6.13% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 11.63% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 11.13% | +5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 12.84% | +5.21% |