OPGSX vs. IAU

In the year-to-date period, OPGSX achieves a 26.17% return, which is significantly lower than IAU's 30.87% return. Over the past 10 years, OPGSX has outperformed IAU with an annualized return of 8.70%, while IAU has yielded a comparatively lower 8.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

OPGSX has a 1.05% expense ratio, which is higher than IAU's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and iShares Gold Trust (IAU). 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.

The current OPGSX Sharpe Ratio is 1.36, which is lower than the IAU Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of OPGSX and IAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPGSX's dividend yield for the trailing twelve months is around 0.64%, while IAU has not paid dividends to shareholders.

The maximum OPGSX drawdown since its inception was -81.04%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for OPGSX and IAU. For additional features, visit the drawdowns tool.

Invesco Gold & Special Minerals Fund (OPGSX) has a higher volatility of 9.07% compared to iShares Gold Trust (IAU) at 5.75%. This indicates that OPGSX's price experiences larger fluctuations and is considered to be riskier than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.