Invesco vs iShares BM&FBovespa Small Cap Fundo de Índice Which Outperforms?

Invesco and iShares BM&FBovespa Small Cap Fundo de Índice are two popular options for investors looking to gain exposure to small-cap stocks in the Brazilian market. Invesco offers a diverse range of small-cap stocks, while iShares BM&FBovespa Small Cap Fundo de Índice provides easy access to a basket of small-cap companies listed on the BM&FBovespa exchange. Investors can choose between actively managed funds and passive index funds, each offering unique benefits and risks. Understanding the differences between these two options can help investors make informed decisions when constructing their portfolios.

Invesco or iShares BM&FBovespa Small Cap Fundo de Índice?

When comparing Invesco and iShares BM&FBovespa Small Cap Fundo de Índice, different investors may prioritize various metrics based on their investment strategies and goals. So, ask yourself what type of investor you are. This will guide you in determining which metrics are most important for your investment decision between Invesco and iShares BM&FBovespa Small Cap Fundo de Índice.

Dividend Investors:

Dividend investors look for stable and growing income streams, using dividend metrics to assess potential investments. A company's dividend yield essentially measures the size of its dividend relative to the total market value of the company. Invesco has a dividend yield of 6.37%, while iShares BM&FBovespa Small Cap Fundo de Índice has a dividend yield of 0%. Beyond the yield itself, considering the growth and sustainability of these dividends is also crucial. Invesco reports a 5-year dividend growth of -1.60% year and a payout ratio of -256.65%. On the other hand, iShares BM&FBovespa Small Cap Fundo de Índice reports a 5-year dividend growth of 0.00% year and a payout ratio of 0.00%.

Value Investors:

Value investors focus on financial metrics to determine a stock's intrinsic value compared to its market value. The Price-to-Earnings (P/E) Ratio links stock price to a company's earnings per share, with Invesco P/E ratio at -34.06 and iShares BM&FBovespa Small Cap Fundo de Índice's P/E ratio at 0.00. Another crucial valuation metric is the Price-to-Book (P/B) Ratio, which compares stock price with book value per share. Invesco P/B ratio is 0.54 while iShares BM&FBovespa Small Cap Fundo de Índice's P/B ratio is 0.00.

Growth Investors:

Growth investors prioritize metrics indicative of a company's expansion potential. Focusing on top-line growth, Invesco has seen a 5-year revenue growth of -0.02%, while iShares BM&FBovespa Small Cap Fundo de Índice's is 0.00%. Return on Equity (ROE) measures how effectively a company uses equity investment to generate earnings, with Invesco's ROE at -1.61% and iShares BM&FBovespa Small Cap Fundo de Índice's ROE at 0.00%.

Retail Investors:

Retail investors often consider stock affordability and company familiarity. For example, day low prices are $17.49 for Invesco and R$95.54 for iShares BM&FBovespa Small Cap Fundo de Índice. Over the past year, Invesco's prices ranged from $13.53 to $18.94, with a yearly change of 39.99%. iShares BM&FBovespa Small Cap Fundo de Índice's prices fluctuated between R$91.86 and R$114.38, with a yearly change of 24.52%. Brand recognition also plays a role, as familiarity with a company can influence investment decisions.