DFVQX vs. OPGIX
Compare and contrast key facts about DFA International Vector Equity Portfolio (DFVQX) and Invesco Global Opportunities Fund Class A (OPGIX).
DFVQX is managed by Dimensional. It was launched on Aug 13, 2008. OPGIX is managed by Invesco. It was launched on Oct 22, 1990.
Performance
DFVQX vs. OPGIX - Performance Comparison
Loading graphics...
DFVQX vs. OPGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFVQX DFA International Vector Equity Portfolio | 0.91% | 38.02% | 4.55% | 17.05% | -12.54% | 15.01% | 6.10% | 20.87% | -19.03% | 27.51% |
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
Returns By Period
In the year-to-date period, DFVQX achieves a 0.91% return, which is significantly higher than OPGIX's -2.76% return. Over the past 10 years, DFVQX has outperformed OPGIX with an annualized return of 9.38%, while OPGIX has yielded a comparatively lower 5.38% annualized return.
DFVQX
- 1D
- -0.03%
- 1M
- -10.37%
- YTD
- 0.91%
- 6M
- 6.52%
- 1Y
- 29.67%
- 3Y*
- 16.78%
- 5Y*
- 9.77%
- 10Y*
- 9.38%
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFVQX vs. OPGIX - Expense Ratio Comparison
DFVQX has a 0.36% expense ratio, which is lower than OPGIX's 1.04% expense ratio.
Return for Risk
DFVQX vs. OPGIX — Risk / Return Rank
DFVQX
OPGIX
DFVQX vs. OPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Vector Equity Portfolio (DFVQX) and Invesco Global Opportunities Fund Class A (OPGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DFVQX | OPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 0.66 | +1.21 |
Sortino ratioReturn per unit of downside risk | 2.41 | 1.08 | +1.33 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.14 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 0.17 | +2.05 |
Martin ratioReturn relative to average drawdown | 9.17 | 0.66 | +8.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DFVQX | OPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.66 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | -0.37 | +1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.24 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.47 | +0.10 |
Correlation
The correlation between DFVQX and OPGIX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DFVQX vs. OPGIX - Dividend Comparison
DFVQX's dividend yield for the trailing twelve months is around 3.22%, more than OPGIX's 0.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVQX DFA International Vector Equity Portfolio | 3.22% | 3.06% | 3.56% | 3.47% | 2.73% | 4.76% | 1.79% | 2.68% | 5.96% | 1.81% | 2.15% | 2.77% |
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Drawdowns
DFVQX vs. OPGIX - Drawdown Comparison
The maximum DFVQX drawdown since its inception was -44.58%, smaller than the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for DFVQX and OPGIX.
Loading graphics...
Drawdown Indicators
| DFVQX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.58% | -62.57% | +17.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.98% | -10.97% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -28.33% | -52.49% | +24.16% |
Max Drawdown (10Y)Largest decline over 10 years | -44.58% | -54.65% | +10.07% |
Current DrawdownCurrent decline from peak | -10.37% | -42.42% | +32.05% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -15.63% | +7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 4.32% | -1.47% |
Volatility
DFVQX vs. OPGIX - Volatility Comparison
DFA International Vector Equity Portfolio (DFVQX) and Invesco Global Opportunities Fund Class A (OPGIX) have volatilities of 6.20% and 6.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DFVQX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 6.40% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 12.53% | -2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.48% | 19.32% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.52% | 22.56% | -7.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.48% | 22.50% | -6.02% |