OPGSX vs. VOO
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and Vanguard S&P 500 ETF (VOO).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPGSX or VOO.
Key characteristics
| OPGSX | VOO | |
|---|---|---|
| YTD Return | 25.64% | 19.24% |
| 1Y Return | 30.20% | 28.44% |
| 3Y Return (Ann) | 7.66% | 10.06% |
| 5Y Return (Ann) | 10.55% | 15.24% |
| 10Y Return (Ann) | 8.48% | 12.92% |
| Sharpe Ratio | 1.13 | 2.11 |
| Daily Std Dev | 28.47% | 12.65% |
| Max Drawdown | -79.63% | -33.99% |
| Current Drawdown | -21.63% | -0.33% |
Correlation
The correlation between OPGSX and VOO is 0.28, 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. VOO - Performance Comparison
In the year-to-date period, OPGSX achieves a 25.64% return, which is significantly higher than VOO's 19.24% return. Over the past 10 years, OPGSX has underperformed VOO with an annualized return of 8.48%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OPGSX vs. VOO - Expense Ratio Comparison
OPGSX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OPGSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) 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.
Dividends
OPGSX vs. VOO - Dividend Comparison
OPGSX's dividend yield for the trailing twelve months is around 0.65%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.65% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 3.63% | 13.03% | 0.00% | 3.26% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
OPGSX vs. VOO - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -79.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OPGSX and VOO. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. VOO - Volatility Comparison
Invesco Gold & Special Minerals Fund (OPGSX) has a higher volatility of 9.52% compared to Vanguard S&P 500 ETF (VOO) at 3.93%. This indicates that OPGSX'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.