iShares BM&FBovespa Small Cap Fundo de Índice vs Invesco Which Is More Lucrative?

The iShares BM&FBovespa Small Cap Fundo de Índice and Invesco stocks both offer investors the opportunity to invest in small-cap companies within the Brazilian stock market. The iShares BM&FBovespa Small Cap Fundo de Índice is an exchange-traded fund that tracks the performance of the BM&FBovespa Small Cap Index, providing diversification and exposure to a basket of small-cap stocks. In contrast, Invesco stocks are individual equity investments in small-cap companies selected by Invesco's investment team. Investors should carefully consider their investment objectives and risk tolerance when choosing between these two options.

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

When comparing iShares BM&FBovespa Small Cap Fundo de Índice and Invesco, 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 iShares BM&FBovespa Small Cap Fundo de Índice and Invesco.

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. iShares BM&FBovespa Small Cap Fundo de Índice has a dividend yield of 0%, while Invesco has a dividend yield of 6.61%. Beyond the yield itself, considering the growth and sustainability of these dividends is also crucial. 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%. On the other hand, Invesco reports a 5-year dividend growth of -5.90% year and a payout ratio of -256.65%.

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 iShares BM&FBovespa Small Cap Fundo de Índice P/E ratio at 0.00 and Invesco's P/E ratio at -35.45. Another crucial valuation metric is the Price-to-Book (P/B) Ratio, which compares stock price with book value per share. iShares BM&FBovespa Small Cap Fundo de Índice P/B ratio is 0.00 while Invesco's P/B ratio is 0.57.

Growth Investors:

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

Retail Investors:

Retail investors often consider stock affordability and company familiarity. For example, day low prices are R$91.89 for iShares BM&FBovespa Small Cap Fundo de Índice and $18.30 for Invesco. Over the past year, iShares BM&FBovespa Small Cap Fundo de Índice's prices ranged from R$89.16 to R$114.38, with a yearly change of 28.29%. Invesco's prices fluctuated between $14.16 and $18.94, with a yearly change of 33.76%. Brand recognition also plays a role, as familiarity with a company can influence investment decisions.