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.
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
Key characteristics
OPGSX:
0.44
VOO:
2.22
OPGSX:
0.78
VOO:
2.95
OPGSX:
1.09
VOO:
1.42
OPGSX:
0.23
VOO:
3.27
OPGSX:
1.51
VOO:
14.57
OPGSX:
8.11%
VOO:
1.90%
OPGSX:
27.84%
VOO:
12.47%
OPGSX:
-81.04%
VOO:
-33.99%
OPGSX:
-38.22%
VOO:
-1.77%
Returns By Period
In the year-to-date period, OPGSX achieves a 13.81% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, OPGSX has underperformed VOO with an annualized return of 8.74%, while VOO has yielded a comparatively higher 13.12% annualized return.
OPGSX
13.81%
-9.80%
6.11%
12.24%
6.44%
8.74%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.00% | 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 8.87% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. 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.