VSQYX vs. VOO
Compare and contrast key facts about Invesco MSCI World SRI Index Fund (VSQYX) and Vanguard S&P 500 ETF (VOO).
VSQYX is managed by Invesco. It was launched on Jun 30, 2016. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSQYX or VOO.
Correlation
The correlation between VSQYX and VOO 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. VOO - Performance Comparison
Key characteristics
VSQYX:
0.26
VOO:
1.88
VSQYX:
0.45
VOO:
2.52
VSQYX:
1.07
VOO:
1.35
VSQYX:
0.33
VOO:
2.83
VSQYX:
1.14
VOO:
11.96
VSQYX:
3.99%
VOO:
2.00%
VSQYX:
17.25%
VOO:
12.70%
VSQYX:
-38.66%
VOO:
-33.99%
VSQYX:
-13.47%
VOO:
-3.91%
Returns By Period
In the year-to-date period, VSQYX achieves a -0.78% return, which is significantly lower than VOO's -0.66% return.
VSQYX
-0.78%
-11.88%
-6.90%
4.30%
7.50%
N/A
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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VSQYX vs. VOO - Expense Ratio Comparison
VSQYX has a 0.19% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
VSQYX
VOO
VSQYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI World SRI Index Fund (VSQYX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VSQYX's dividend yield for the trailing twelve months is around 1.67%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSQYX Invesco MSCI World SRI Index Fund | 1.67% | 1.65% | 1.43% | 1.84% | 1.40% | 1.46% | 1.78% | 1.96% | 0.80% | 0.67% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSQYX vs. VOO - Drawdown Comparison
The maximum VSQYX drawdown since its inception was -38.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSQYX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSQYX vs. VOO - Volatility Comparison
Invesco MSCI World SRI Index Fund (VSQYX) has a higher volatility of 9.68% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that VSQYX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.