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VTI▼ −0.2%VOO▼ −0.4%IVV▼ −0.3%SPY▼ −0.4%VXUS▼ −0.1%QQQ▼ −1.4%VUG▼ −1.3%BND▲ +0.3%VEA▲ +0.2%VTV▲ +0.9%VO▲ +0.8%IEFA▲ +0.6%SPYM▼ −0.3%VGT▼ −1.1%VB▲ +1.3%VWO▼ −0.7%IEMG▼ −1.3%AGG▲ +0.3%GLD▼ −1.3%VIG▲ +1.3%XLK▼ −1.2%IJH▲ +1.2%IWF▼ −1.5%BNDX▲ +0.1%SCHD▲ +1.5%SGOV▲ +0.0%QQQM▼ −1.4%IJR▲ +1.6%RSP▲ +1.2%VT▼ −0.2%
Invesco made investors more money ($119B) and had more funds that made money (78%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape
INVESCO LEADS5of 11 matchups called
- Win %
- Money made
- Bonds & cash
- Low-cost core
- +1 more
Tale of the tape 1Y · lower fee wins
247Fundsin total34
175–50Made moneymade–lost, 1 year24–9
78%Win %funds that made money73%
$119BMoney madefor investors, 1 year$84.7B
+8.9%Typical returnmiddle fund, 1 year+10.0%
15Launchesnew funds in 20261
$995BAssetsmoney invested$624B
$0.23Fee per $100paid each year · lower wins$0.07
SCHWAB LEADS6of 11 matchups called
- Typical return
- Fee per $100
- US stocks
- Sectors
- +2 more
Who wins each category · share of its funds that made money · 1Y
Invesco 3 · Schwab 4Bonds & cash
57%28 of 49
◀38%5 of 13
$577MMADE−$342M+0.5%TYPICAL−0.7%ICLO+4.5%BESTSGVT+3.5%Open 76 funds →US stocks95%56 of 59
▶100%6 of 6
$15.1BMADE$18.5B+15.7%TYPICAL+19.9%RSPG+58.0%BESTFNDX+24.5%Open 66 funds →Sectorssmall sample84%26 of 31
▶100%1 of 1
$2.1BMADE$1.1B+15.8%TYPICAL+10.9%DBE+124.0%BESTSCHH+10.9%Open 33 funds →International68%15 of 22
▶100%6 of 6
$2.3BMADE$18.3B+12.2%TYPICAL+14.5%PIE+36.6%BESTFNDF+26.5%Open 30 funds →Incomesmall sample94%15 of 16
▶100%2 of 2
$1.5BMADE$32.1B+15.2%TYPICAL+36.5%DJD+24.4%BESTSCHD+36.5%Open 20 funds →Low-cost core100%9 of 9
◀100%3 of 3
$92.0BMADE$14.6B+14.5%TYPICAL+12.7%RSPE+22.3%BESTSCHV+22.1%Open 13 funds →Cryptosmall sample0%0 of 3
◀0%0 of 1
−$188MMADE−$149M−42.0%TYPICAL−46.3%BTCO−29.2%BESTSTCE−46.3%Opened below ↓Crypto: Invesco wins, 0% to 0% of funds made money
Every dot is one crypto fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · CRYPTO | Invesco | Schwab |
|---|---|---|
| Funds in the category | 3 | 1 |
| Made money (W–L) | 0–3 | 0–1 |
| Win % | 0% | 0% |
| Money made | −$188M | −$149M |
| Typical return | −42.0% | −46.3% |
| Launches · 2026 | 0 | 0 |
| Assets | $435M | $173M |
| Fee per $100 | $0.26 | $0.30 |
The biggest crypto funds on each side
Twin funds: Schwab is cheaper in 10 of 10. Schwab returned more in 5.
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.
CHEAPER0 – 100 tieBETTER 1Y3 – 50 tieBETTER 5Y4 – 20 tie
US stocks · 2
Bonds & cash · 5
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. 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.