OPOCX vs. VBK

The year-to-date returns for both investments are quite close, with OPOCX having a -15.44% return and VBK slightly higher at -15.41%. Over the past 10 years, OPOCX has underperformed VBK with an annualized return of 0.53%, while VBK has yielded a comparatively higher 6.53% annualized return.

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OPOCX has a 1.01% expense ratio, which is higher than VBK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Vanguard Small-Cap Growth ETF (VBK). 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.

The current OPOCX Sharpe Ratio is -0.33, which is lower than the VBK Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of OPOCX and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPOCX has not paid dividends to shareholders, while VBK's dividend yield for the trailing twelve months is around 0.63%.

The maximum OPOCX drawdown since its inception was -71.60%, which is greater than VBK's maximum drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for OPOCX and VBK. For additional features, visit the drawdowns tool.

Invesco Discovery Fund (OPOCX) and Vanguard Small-Cap Growth ETF (VBK) have volatilities of 15.17% and 15.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.