OPGSX vs. GDXJ
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and VanEck Vectors Junior Gold Miners ETF (GDXJ).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983. GDXJ is a passively managed fund by VanEck that tracks the performance of the MVIS Global Junior Gold Miners Index. It was launched on Nov 10, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPGSX or GDXJ.
Correlation
The correlation between OPGSX and GDXJ is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OPGSX vs. GDXJ - Performance Comparison
Key characteristics
OPGSX:
1.41
GDXJ:
1.33
OPGSX:
2.07
GDXJ:
2.06
OPGSX:
1.27
GDXJ:
1.25
OPGSX:
1.09
GDXJ:
0.82
OPGSX:
5.90
GDXJ:
6.17
OPGSX:
7.80%
GDXJ:
9.29%
OPGSX:
30.88%
GDXJ:
38.93%
OPGSX:
-81.04%
GDXJ:
-88.66%
OPGSX:
-13.21%
GDXJ:
-51.22%
Returns By Period
In the year-to-date period, OPGSX achieves a 41.41% return, which is significantly lower than GDXJ's 50.48% return. Over the past 10 years, OPGSX has outperformed GDXJ with an annualized return of 11.90%, while GDXJ has yielded a comparatively lower 11.11% annualized return.
OPGSX
41.41%
13.37%
25.79%
43.05%
11.16%
11.90%
GDXJ
50.48%
15.29%
33.25%
51.10%
9.95%
11.11%
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OPGSX vs. GDXJ - Expense Ratio Comparison
OPGSX has a 1.05% expense ratio, which is higher than GDXJ's 0.54% expense ratio.
Risk-Adjusted Performance
OPGSX vs. GDXJ — Risk-Adjusted Performance Rank
OPGSX
GDXJ
OPGSX vs. GDXJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and VanEck Vectors Junior Gold Miners ETF (GDXJ). 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.
Dividends
OPGSX vs. GDXJ - Dividend Comparison
OPGSX's dividend yield for the trailing twelve months is around 0.61%, less than GDXJ's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.61% | 0.86% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 3.63% | 13.03% | 0.00% | 3.26% |
GDXJ VanEck Vectors Junior Gold Miners ETF | 1.73% | 2.61% | 0.72% | 0.51% | 1.78% | 1.58% | 0.39% | 0.45% | 0.03% | 4.78% | 0.72% | 0.74% |
Drawdowns
OPGSX vs. GDXJ - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -81.04%, smaller than the maximum GDXJ drawdown of -88.66%. Use the drawdown chart below to compare losses from any high point for OPGSX and GDXJ. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. GDXJ - Volatility Comparison
The current volatility for Invesco Gold & Special Minerals Fund (OPGSX) is 10.73%, while VanEck Vectors Junior Gold Miners ETF (GDXJ) has a volatility of 13.86%. This indicates that OPGSX experiences smaller price fluctuations and is considered to be less risky than GDXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.