OIGAX vs. EFA
Compare and contrast key facts about Invesco Oppenheimer International Growth Fund Class A (OIGAX) and iShares MSCI EAFE ETF (EFA).
OIGAX is managed by Invesco. It was launched on Mar 25, 1996. EFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Aug 14, 2001.
Performance
OIGAX vs. EFA - Performance Comparison
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OIGAX vs. EFA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | -10.39% | 15.86% | -1.85% | 20.93% | -27.31% | 10.38% | 22.11% | 28.62% | -19.53% | 26.61% |
EFA iShares MSCI EAFE ETF | 1.15% | 31.55% | 3.49% | 18.36% | -14.39% | 11.45% | 7.60% | 22.04% | -13.82% | 25.07% |
Returns By Period
In the year-to-date period, OIGAX achieves a -10.39% return, which is significantly lower than EFA's 1.15% return. Over the past 10 years, OIGAX has underperformed EFA with an annualized return of 4.43%, while EFA has yielded a comparatively higher 8.77% annualized return.
OIGAX
- 1D
- 0.13%
- 1M
- -11.46%
- YTD
- -10.39%
- 6M
- -8.99%
- 1Y
- 3.18%
- 3Y*
- 3.64%
- 5Y*
- -0.22%
- 10Y*
- 4.43%
EFA
- 1D
- 3.25%
- 1M
- -7.83%
- YTD
- 1.15%
- 6M
- 5.91%
- 1Y
- 23.09%
- 3Y*
- 14.36%
- 5Y*
- 8.10%
- 10Y*
- 8.77%
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OIGAX vs. EFA - Expense Ratio Comparison
OIGAX has a 1.10% expense ratio, which is higher than EFA's 0.32% expense ratio.
Return for Risk
OIGAX vs. EFA — Risk / Return Rank
OIGAX
EFA
OIGAX vs. EFA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Oppenheimer International Growth Fund Class A (OIGAX) and iShares MSCI EAFE ETF (EFA). 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.
| OIGAX | EFA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 1.31 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.31 | 1.87 | -1.57 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.27 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.93 | -1.81 |
Martin ratioReturn relative to average drawdown | 0.44 | 7.39 | -6.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OIGAX | EFA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 1.31 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.50 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.51 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.30 | +0.07 |
Correlation
The correlation between OIGAX and EFA is 0.89, 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
OIGAX vs. EFA - Dividend Comparison
OIGAX's dividend yield for the trailing twelve months is around 49.15%, more than EFA's 3.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | 49.15% | 44.04% | 11.27% | 11.59% | 0.00% | 13.52% | 14.72% | 0.84% | 1.08% | 0.59% | 1.02% | 0.87% |
EFA iShares MSCI EAFE ETF | 3.34% | 3.38% | 3.24% | 2.98% | 2.69% | 3.33% | 2.13% | 3.10% | 3.39% | 2.57% | 3.07% | 2.76% |
Drawdowns
OIGAX vs. EFA - Drawdown Comparison
The maximum OIGAX drawdown since its inception was -67.43%, which is greater than EFA's maximum drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for OIGAX and EFA.
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Drawdown Indicators
| OIGAX | EFA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -61.04% | -6.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -11.42% | -3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -40.41% | -29.53% | -10.88% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -34.19% | -6.22% |
Current DrawdownCurrent decline from peak | -15.14% | -8.07% | -7.07% |
Average DrawdownAverage peak-to-trough decline | -17.37% | -12.00% | -5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.98% | +0.81% |
Volatility
OIGAX vs. EFA - Volatility Comparison
The current volatility for Invesco Oppenheimer International Growth Fund Class A (OIGAX) is 7.01%, while iShares MSCI EAFE ETF (EFA) has a volatility of 7.92%. This indicates that OIGAX experiences smaller price fluctuations and is considered to be less risky than EFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIGAX | EFA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 7.92% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 11.12% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 17.71% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 16.31% | +2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 17.20% | +1.17% |