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.
Performance
OPGSX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, OPGSX achieves a 20.23% return, which is significantly lower than VOO's 25.02% return. Over the past 10 years, OPGSX has underperformed VOO with an annualized return of 8.44%, while VOO has yielded a comparatively higher 13.11% annualized return.
OPGSX
20.23%
-11.88%
2.15%
35.08%
9.54%
8.44%
VOO
25.02%
0.63%
11.74%
32.35%
15.50%
13.11%
Key characteristics
| OPGSX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.27 | 2.67 |
| Sortino Ratio | 1.81 | 3.56 |
| Omega Ratio | 1.22 | 1.50 |
| Calmar Ratio | 0.66 | 3.85 |
| Martin Ratio | 5.01 | 17.51 |
| Ulcer Index | 7.07% | 1.86% |
| Daily Std Dev | 27.96% | 12.23% |
| Max Drawdown | -81.04% | -33.99% |
| Current Drawdown | -34.73% | -1.76% |
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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.
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.
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 0.68%, less than VOO's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.68% | 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 | 1.25% | 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 8.55% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. 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.