VSQYX vs. SPY
Compare and contrast key facts about Invesco MSCI World SRI Index Fund (VSQYX) and SPDR S&P 500 ETF (SPY).
VSQYX is managed by Invesco. It was launched on Jun 30, 2016. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSQYX or SPY.
Correlation
The correlation between VSQYX and SPY is 0.93, 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.
Performance
VSQYX vs. SPY - Performance Comparison
Key characteristics
VSQYX:
0.34
SPY:
1.88
VSQYX:
0.55
SPY:
2.53
VSQYX:
1.08
SPY:
1.35
VSQYX:
0.44
SPY:
2.83
VSQYX:
1.14
SPY:
11.74
VSQYX:
5.31%
SPY:
2.02%
VSQYX:
17.83%
SPY:
12.64%
VSQYX:
-38.66%
SPY:
-55.19%
VSQYX:
-9.50%
SPY:
-0.42%
Returns By Period
In the year-to-date period, VSQYX achieves a 3.77% return, which is significantly lower than SPY's 4.15% return.
VSQYX
3.77%
0.12%
-2.20%
6.19%
8.65%
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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VSQYX vs. SPY - Expense Ratio Comparison
VSQYX has a 0.19% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSQYX vs. SPY — Risk-Adjusted Performance Rank
VSQYX
SPY
VSQYX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI World SRI Index Fund (VSQYX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
VSQYX vs. SPY - Dividend Comparison
VSQYX's dividend yield for the trailing twelve months is around 1.59%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSQYX Invesco MSCI World SRI Index Fund | 1.59% | 1.65% | 1.43% | 1.84% | 1.40% | 1.46% | 1.78% | 1.96% | 0.80% | 0.67% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VSQYX vs. SPY - Drawdown Comparison
The maximum VSQYX drawdown since its inception was -38.66%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VSQYX and SPY. For additional features, visit the drawdowns tool.
Volatility
VSQYX vs. SPY - Volatility Comparison
Invesco MSCI World SRI Index Fund (VSQYX) has a higher volatility of 5.07% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that VSQYX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.