OPGIX vs. VOO
Compare and contrast key facts about Invesco Global Opportunities Fund Class A (OPGIX) and Vanguard S&P 500 ETF (VOO).
OPGIX is managed by Invesco. It was launched on Oct 22, 1990. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
OPGIX vs. VOO - Performance Comparison
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OPGIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, OPGIX achieves a -2.76% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, OPGIX has underperformed VOO with an annualized return of 5.38%, while VOO has yielded a comparatively higher 14.05% annualized return.
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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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OPGIX vs. VOO - Expense Ratio Comparison
OPGIX has a 1.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
OPGIX vs. VOO — Risk / Return Rank
OPGIX
VOO
OPGIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Opportunities Fund Class A (OPGIX) and Vanguard S&P 500 ETF (VOO). 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.
| OPGIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.98 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.50 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.53 | -1.37 |
Martin ratioReturn relative to average drawdown | 0.66 | 7.29 | -6.63 |
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
| OPGIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.98 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 0.70 | -1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.78 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.83 | -0.37 |
Correlation
The correlation between OPGIX and VOO is 0.79, 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
OPGIX vs. VOO - Dividend Comparison
OPGIX's dividend yield for the trailing twelve months is around 0.11%, less than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
OPGIX vs. VOO - Drawdown Comparison
The maximum OPGIX drawdown since its inception was -62.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OPGIX and VOO.
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Drawdown Indicators
| OPGIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.57% | -33.99% | -28.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -11.98% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -52.49% | -24.52% | -27.97% |
Max Drawdown (10Y)Largest decline over 10 years | -54.65% | -33.99% | -20.66% |
Current DrawdownCurrent decline from peak | -42.42% | -6.29% | -36.13% |
Average DrawdownAverage peak-to-trough decline | -15.63% | -3.72% | -11.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 2.52% | +1.80% |
Volatility
OPGIX vs. VOO - Volatility Comparison
Invesco Global Opportunities Fund Class A (OPGIX) has a higher volatility of 6.40% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that OPGIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPGIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 5.29% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 9.44% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 18.10% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 16.82% | +5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.50% | 17.99% | +4.51% |