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 | 27.09% | 27.15% |
| 1Y Return | 46.79% | 39.90% |
| 3Y Return (Ann) | 3.55% | 10.28% |
| 5Y Return (Ann) | 11.16% | 16.00% |
| 10Y Return (Ann) | 10.06% | 13.43% |
| Sharpe Ratio | 1.68 | 3.15 |
| Sortino Ratio | 2.30 | 4.19 |
| Omega Ratio | 1.28 | 1.59 |
| Calmar Ratio | 0.85 | 4.60 |
| Martin Ratio | 6.92 | 21.00 |
| Ulcer Index | 6.68% | 1.85% |
| Daily Std Dev | 27.57% | 12.34% |
| Max Drawdown | -81.04% | -33.99% |
| Current Drawdown | -31.01% | 0.00% |
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
The year-to-date returns for both investments are quite close, with OPGSX having a 27.09% return and VOO slightly higher at 27.15%. Over the past 10 years, OPGSX has underperformed VOO with an annualized return of 10.06%, while VOO has yielded a comparatively higher 13.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 0.64%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.64% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% | 0.00% | 2.26% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 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 -81.04%, 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. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. VOO - Volatility Comparison
Invesco Gold & Special Minerals Fund (OPGSX) has a higher volatility of 6.86% compared to Vanguard S&P 500 ETF (VOO) at 3.95%. 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.