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VTI▼ −0.4%VOO▼ −0.5%IVV▼ −0.5%SPY▼ −0.5%VXUS▲ +0.3%QQQ▼ −1.4%VUG▼ −1.2%BND▼ −0.3%VEA▲ +0.2%VTV▲ +0.2%VO▲ +0.2%IEFA▲ +0.3%SPYM▼ −0.5%VGT▼ −2.7%VB▲ +0.6%VWO▲ +0.3%IEMG▲ +0.2%AGG▼ −0.2%GLD▲ +1.6%VIG▲ +0.2%XLK▼ −2.9%IJH▲ +0.8%BNDX▼ −0.1%SCHD▲ +0.3%IWF▼ −1.2%SGOV▼ −0.3%IJR▲ +0.8%QQQM▼ −1.4%VT▼ −0.1%RSP▲ +0.8%
Invesco made investors more money ($388B). Principal had more funds that made money (88%).
The past 5 years, all their funds · Data as of Nov 3, 2026
Tale of the tape
INVESCO LEADS3of 7 matchups called
- Money made
- Fee per $100
- Bonds & cash
Tale of the tape 5Y · lower fee wins
247Fundsin total17
154–31Made moneymade–lost, 5 years7–1
83%Win %funds that made money88%
$388BMoney madefor investors, 5 years$3.7B
+35.5%Typical returnmiddle fund, 5 years+50.6%
15Launchesnew funds in 20265
$969BAssetsmoney invested$14.3B
$0.23Fee per $100paid each year · lower wins$0.31
PRINCIPAL LEADS4of 7 matchups called
- Win %
- Typical return
- US stocks
- Income
Who wins each category · share of its funds that made money · 5Y
Invesco 1 · Principal 2Bonds & cash
69%22 of 32
◀50%1 of 2
$4.1BMADE$104M+6.6%TYPICAL+22.5%BKLN+29.7%BESTYLD+22.5%Open 66 funds →US stocks96%52 of 54
▶100%4 of 4
$38.1BMADE$3.4B+43.8%TYPICAL+51.1%RSPG+158.3%BESTUSMC+86.9%Open 64 funds →Sectorssmall sample84%26 of 31
—0 of 0
$3.5BMADE—+37.2%TYPICAL—PXJ+154.3%BEST—Open 33 funds →Internationalsmall sample84%16 of 19
—0 of 0
$5.6BMADE—+36.8%TYPICAL—PXF+90.6%BEST—Open 25 funds →Incomesmall sample83%10 of 12
▶100%1 of 1
$3.3BMADE$14M+45.8%TYPICAL+12.9%RDIV+84.9%BESTPQDI+12.9%Open 20 funds →Twin funds: Principal is cheaper in 3 of 5. Invesco returned more in 3.
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
CHEAPER2 – 30 tieBETTER 1Y3 – 20 tieBETTER 5Y2 – 20 tie
US stocks · 2
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past 5 years. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.