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.
Performance
OPGSX vs. VOO - Performance Comparison
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OPGSX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 6.89% | 131.03% | 13.05% | 6.35% | -16.86% | -2.75% | 36.15% | 46.37% | -13.15% | 17.17% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, OPGSX achieves a 6.89% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, OPGSX has outperformed VOO with an annualized return of 18.10%, while VOO has yielded a comparatively lower 14.14% annualized return.
OPGSX
- 1D
- 6.42%
- 1M
- -19.81%
- YTD
- 6.89%
- 6M
- 19.86%
- 1Y
- 93.74%
- 3Y*
- 39.06%
- 5Y*
- 20.64%
- 10Y*
- 18.10%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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OPGSX vs. VOO - Expense Ratio Comparison
OPGSX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
OPGSX vs. VOO — Risk / Return Rank
OPGSX
VOO
OPGSX vs. VOO - Risk-Adjusted Trends 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.
| OPGSX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.49 | 1.01 | +1.48 |
Sortino ratioReturn per unit of downside risk | 2.77 | 1.53 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.94 | 1.55 | +2.39 |
Martin ratioReturn relative to average drawdown | 15.50 | 7.31 | +8.19 |
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
| OPGSX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 1.01 | +1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.71 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.79 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.83 | -0.58 |
Correlation
The correlation between OPGSX and VOO is 0.27, 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.
Dividends
OPGSX vs. VOO - Dividend Comparison
OPGSX's dividend yield for the trailing twelve months is around 0.40%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.40% | 0.43% | 0.86% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
OPGSX vs. VOO - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -80.04%, 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.
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Drawdown Indicators
| OPGSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.04% | -33.99% | -46.05% |
Max Drawdown (1Y)Largest decline over 1 year | -29.01% | -11.98% | -17.03% |
Max Drawdown (5Y)Largest decline over 5 years | -47.09% | -24.52% | -22.57% |
Max Drawdown (10Y)Largest decline over 10 years | -47.09% | -33.99% | -13.10% |
Current DrawdownCurrent decline from peak | -19.81% | -5.55% | -14.26% |
Average DrawdownAverage peak-to-trough decline | -29.33% | -3.72% | -25.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.38% | 2.55% | +4.83% |
Volatility
OPGSX vs. VOO - Volatility Comparison
Invesco Gold & Special Minerals Fund (OPGSX) has a higher volatility of 16.75% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| OPGSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.75% | 5.34% | +11.41% |
Volatility (6M)Calculated over the trailing 6-month period | 35.48% | 9.47% | +26.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.40% | 18.11% | +25.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.09% | 16.82% | +16.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.99% | 17.99% | +15.00% |