VEUPX vs. AEDAX
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) and Invesco EQV European Equity Fund (AEDAX).
VEUPX is managed by Vanguard. It was launched on Dec 5, 2014. AEDAX is managed by Invesco. It was launched on Nov 2, 1997.
Performance
VEUPX vs. AEDAX - Performance Comparison
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VEUPX vs. AEDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEUPX Vanguard European Stock Index Fund Institutional Plus Shares | -3.87% | 35.46% | 2.04% | 20.01% | -16.03% | 16.31% | 6.46% | 24.25% | -14.77% | 27.12% |
AEDAX Invesco EQV European Equity Fund | 0.69% | 23.92% | -0.79% | 19.64% | -21.77% | 14.22% | -0.06% | 24.54% | -18.86% | 26.90% |
Returns By Period
In the year-to-date period, VEUPX achieves a -3.87% return, which is significantly lower than AEDAX's 0.69% return. Over the past 10 years, VEUPX has outperformed AEDAX with an annualized return of 8.63%, while AEDAX has yielded a comparatively lower 5.29% annualized return.
VEUPX
- 1D
- 0.63%
- 1M
- -11.10%
- YTD
- -3.87%
- 6M
- 1.31%
- 1Y
- 17.62%
- 3Y*
- 13.17%
- 5Y*
- 8.38%
- 10Y*
- 8.63%
AEDAX
- 1D
- 0.15%
- 1M
- -9.80%
- YTD
- 0.69%
- 6M
- 6.57%
- 1Y
- 18.92%
- 3Y*
- 10.42%
- 5Y*
- 4.50%
- 10Y*
- 5.29%
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VEUPX vs. AEDAX - Expense Ratio Comparison
VEUPX has a 0.07% expense ratio, which is lower than AEDAX's 1.37% expense ratio.
Return for Risk
VEUPX vs. AEDAX — Risk / Return Rank
VEUPX
AEDAX
VEUPX vs. AEDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) and Invesco EQV European Equity Fund (AEDAX). 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.
| VEUPX | AEDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.09 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.52 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.62 | -0.30 |
Martin ratioReturn relative to average drawdown | 5.07 | 5.66 | -0.58 |
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
| VEUPX | AEDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.09 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.26 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.31 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.08 |
Correlation
The correlation between VEUPX and AEDAX is 0.95, 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
VEUPX vs. AEDAX - Dividend Comparison
VEUPX's dividend yield for the trailing twelve months is around 3.11%, less than AEDAX's 16.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEUPX Vanguard European Stock Index Fund Institutional Plus Shares | 3.11% | 2.87% | 3.61% | 3.15% | 3.26% | 3.05% | 2.11% | 3.29% | 3.96% | 2.73% | 3.54% | 3.29% |
AEDAX Invesco EQV European Equity Fund | 16.80% | 16.92% | 10.53% | 2.58% | 7.48% | 9.40% | 1.30% | 2.53% | 1.43% | 1.86% | 1.59% | 4.78% |
Drawdowns
VEUPX vs. AEDAX - Drawdown Comparison
The maximum VEUPX drawdown since its inception was -36.83%, smaller than the maximum AEDAX drawdown of -60.46%. Use the drawdown chart below to compare losses from any high point for VEUPX and AEDAX.
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Drawdown Indicators
| VEUPX | AEDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.83% | -60.46% | +23.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -10.59% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -32.69% | -38.81% | +6.12% |
Max Drawdown (10Y)Largest decline over 10 years | -36.83% | -40.03% | +3.20% |
Current DrawdownCurrent decline from peak | -11.25% | -10.38% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -16.99% | +8.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 3.04% | +0.07% |
Volatility
VEUPX vs. AEDAX - Volatility Comparison
Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) and Invesco EQV European Equity Fund (AEDAX) have volatilities of 6.93% and 7.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEUPX | AEDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 7.06% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.59% | 10.66% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 16.41% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 17.48% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 17.36% | +0.77% |