OIGAX vs. EFG
Compare and contrast key facts about Invesco Oppenheimer International Growth Fund Class A (OIGAX) and iShares MSCI EAFE Growth ETF (EFG).
OIGAX is managed by Invesco. It was launched on Mar 25, 1996. EFG is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Growth Index. It was launched on Aug 1, 2005.
Performance
OIGAX vs. EFG - Performance Comparison
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OIGAX vs. EFG - 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% |
EFG iShares MSCI EAFE Growth ETF | -2.24% | 20.70% | 1.53% | 17.55% | -23.12% | 11.01% | 17.85% | 27.47% | -12.93% | 28.86% |
Returns By Period
In the year-to-date period, OIGAX achieves a -10.39% return, which is significantly lower than EFG's -2.24% return. Over the past 10 years, OIGAX has underperformed EFG with an annualized return of 4.43%, while EFG has yielded a comparatively higher 7.30% 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%
EFG
- 1D
- 3.45%
- 1M
- -9.46%
- YTD
- -2.24%
- 6M
- -0.65%
- 1Y
- 14.25%
- 3Y*
- 7.98%
- 5Y*
- 3.48%
- 10Y*
- 7.30%
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OIGAX vs. EFG - Expense Ratio Comparison
OIGAX has a 1.10% expense ratio, which is higher than EFG's 0.40% expense ratio.
Return for Risk
OIGAX vs. EFG — Risk / Return Rank
OIGAX
EFG
OIGAX vs. EFG - 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 Growth ETF (EFG). 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 | EFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.75 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.31 | 1.18 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.16 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.04 | -0.93 |
Martin ratioReturn relative to average drawdown | 0.44 | 4.00 | -3.56 |
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 | EFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.75 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.20 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.42 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.27 | +0.10 |
Correlation
The correlation between OIGAX and EFG is 0.94, 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. EFG - Dividend Comparison
OIGAX's dividend yield for the trailing twelve months is around 49.15%, more than EFG's 2.59% 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% |
EFG iShares MSCI EAFE Growth ETF | 2.59% | 2.53% | 1.64% | 1.63% | 1.27% | 1.54% | 0.85% | 1.69% | 1.98% | 1.56% | 2.20% | 1.75% |
Drawdowns
OIGAX vs. EFG - Drawdown Comparison
The maximum OIGAX drawdown since its inception was -67.43%, which is greater than EFG's maximum drawdown of -58.40%. Use the drawdown chart below to compare losses from any high point for OIGAX and EFG.
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Drawdown Indicators
| OIGAX | EFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -58.40% | -9.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -12.78% | -1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -40.41% | -35.78% | -4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -35.78% | -4.63% |
Current DrawdownCurrent decline from peak | -15.14% | -9.73% | -5.41% |
Average DrawdownAverage peak-to-trough decline | -17.37% | -12.23% | -5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 3.33% | +0.46% |
Volatility
OIGAX vs. EFG - Volatility Comparison
The current volatility for Invesco Oppenheimer International Growth Fund Class A (OIGAX) is 7.01%, while iShares MSCI EAFE Growth ETF (EFG) has a volatility of 8.47%. This indicates that OIGAX experiences smaller price fluctuations and is considered to be less risky than EFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIGAX | EFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 8.47% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 12.45% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 19.05% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 17.87% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 17.54% | +0.83% |