VUSA.L vs. FSTUX
Compare and contrast key facts about Vanguard S&P 500 UCITS ETF (VUSA.L) and Invesco Dividend Income Fund (FSTUX).
VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012. FSTUX is managed by Invesco. It was launched on Jun 2, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSA.L or FSTUX.
Correlation
The correlation between VUSA.L and FSTUX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VUSA.L vs. FSTUX - Performance Comparison
Key characteristics
VUSA.L:
1.06
FSTUX:
0.43
VUSA.L:
1.52
FSTUX:
0.61
VUSA.L:
1.21
FSTUX:
1.09
VUSA.L:
1.36
FSTUX:
0.44
VUSA.L:
6.32
FSTUX:
1.22
VUSA.L:
2.06%
FSTUX:
4.05%
VUSA.L:
12.18%
FSTUX:
11.55%
VUSA.L:
-25.47%
FSTUX:
-64.54%
VUSA.L:
-8.99%
FSTUX:
-7.74%
Returns By Period
In the year-to-date period, VUSA.L achieves a -4.75% return, which is significantly lower than FSTUX's 2.96% return. Over the past 10 years, VUSA.L has outperformed FSTUX with an annualized return of 14.22%, while FSTUX has yielded a comparatively lower 4.53% annualized return.
VUSA.L
-4.75%
-6.93%
8.33%
13.34%
16.15%
14.22%
FSTUX
2.96%
-1.32%
-1.66%
4.74%
6.08%
4.53%
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VUSA.L vs. FSTUX - Expense Ratio Comparison
VUSA.L has a 0.07% expense ratio, which is lower than FSTUX's 0.94% expense ratio.
Risk-Adjusted Performance
VUSA.L vs. FSTUX — Risk-Adjusted Performance Rank
VUSA.L
FSTUX
VUSA.L vs. FSTUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF (VUSA.L) and Invesco Dividend Income Fund (FSTUX). 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
VUSA.L vs. FSTUX - Dividend Comparison
VUSA.L's dividend yield for the trailing twelve months is around 1.05%, less than FSTUX's 1.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSA.L Vanguard S&P 500 UCITS ETF | 1.07% | 1.00% | 1.24% | 1.41% | 1.04% | 1.44% | 1.50% | 1.72% | 1.61% | 1.58% | 1.73% | 1.50% |
FSTUX Invesco Dividend Income Fund | 1.62% | 1.73% | 2.05% | 1.78% | 1.81% | 2.17% | 2.53% | 2.73% | 1.80% | 1.74% | 2.00% | 2.03% |
Drawdowns
VUSA.L vs. FSTUX - Drawdown Comparison
The maximum VUSA.L drawdown since its inception was -25.47%, smaller than the maximum FSTUX drawdown of -64.54%. Use the drawdown chart below to compare losses from any high point for VUSA.L and FSTUX. For additional features, visit the drawdowns tool.
Volatility
VUSA.L vs. FSTUX - Volatility Comparison
Vanguard S&P 500 UCITS ETF (VUSA.L) has a higher volatility of 4.31% compared to Invesco Dividend Income Fund (FSTUX) at 3.32%. This indicates that VUSA.L's price experiences larger fluctuations and is considered to be riskier than FSTUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.