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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 ($95.7B). Both had 80% of their funds make money.
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape
VIRTUS LEADS4of 9 matchups called · 1 even
- Bonds & cash
- International
- Income
- Thematic
Tale of the tape 1Y · lower fee wins
29Fundsin total247
16–4Made moneymade–lost, 1 year179–46
80%Win %funds that made money80%
−$14MMoney madefor investors, 1 year$95.7B
+4.5%Typical returnmiddle fund, 1 year+9.6%
4Launchesnew funds in 202615
$5.8BAssetsmoney invested$969B
$1.26Fee per $100paid each year · lower wins$0.23
INVESCO LEADS5of 9 matchups called · 1 even
- Money made
- Typical return
- Fee per $100
- US stocks
- +1 more
Who wins each category · share of its funds that made money · 1Y
Virtus 4 · Invesco 2Bonds & cash
86%6 of 7
◀59%29 of 49
$20MMADE$801M+2.9%TYPICAL+0.7%VEMY+5.2%BESTICLO+4.4%Open 69 funds →US stocks67%2 of 3
▶97%57 of 59
−$113MMADE$14.9B+2.2%TYPICAL+16.6%JOET+6.6%BESTRSPG+53.8%Open 67 funds →Sectors60%3 of 5
▶87%27 of 31
$66MMADE$2.0B+32.6%TYPICAL+19.5%BBP+39.5%BESTDBE+109.2%Open 37 funds →Internationalsmall sample100%1 of 1
◀77%17 of 22
$2MMADE$2.2B+22.4%TYPICAL+11.4%ASGM+22.4%BESTPIE+31.1%Open 25 funds →Income100%2 of 2
◀94%15 of 16
$7MMADE$1.7B+25.9%TYPICAL+16.0%VRAI+25.9%BESTPEY+25.7%Open 25 funds →Thematicsmall sample100%1 of 1
◀55%6 of 11
$81KMADE$1.1B+1.6%TYPICAL+2.8%VCLN+1.6%BESTPSI+47.1%Open 12 funds →Twin funds: Virtus is cheaper in 9 of 12. Virtus 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.
CHEAPER9 – 30 tieBETTER 1Y5 – 30 tieBETTER 5Y5 – 10 tie
US stocks · 3
Bonds & cash · 3
Sectors · 3
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.