OPOCX vs. VOOG
Compare and contrast key facts about Invesco Discovery Fund (OPOCX) and Vanguard S&P 500 Growth ETF (VOOG).
OPOCX is managed by Invesco. It was launched on Sep 11, 1986. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: OPOCX or VOOG.
Correlation
The correlation between OPOCX and VOOG is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OPOCX vs. VOOG - Performance Comparison
Key characteristics
OPOCX:
-0.12
VOOG:
0.33
OPOCX:
0.02
VOOG:
0.61
OPOCX:
1.00
VOOG:
1.09
OPOCX:
-0.11
VOOG:
0.36
OPOCX:
-0.38
VOOG:
1.35
OPOCX:
8.68%
VOOG:
5.92%
OPOCX:
26.99%
VOOG:
24.46%
OPOCX:
-51.64%
VOOG:
-32.73%
OPOCX:
-24.20%
VOOG:
-17.04%
Returns By Period
In the year-to-date period, OPOCX achieves a -15.44% return, which is significantly lower than VOOG's -12.76% return. Over the past 10 years, OPOCX has underperformed VOOG with an annualized return of 11.80%, while VOOG has yielded a comparatively higher 13.12% annualized return.
OPOCX
-15.44%
-6.33%
-15.97%
-0.46%
9.20%
11.80%
VOOG
-12.76%
-6.54%
-9.09%
12.05%
15.19%
13.12%
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OPOCX vs. VOOG - Expense Ratio Comparison
OPOCX has a 1.01% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
OPOCX vs. VOOG — Risk-Adjusted Performance Rank
OPOCX
VOOG
OPOCX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Vanguard S&P 500 Growth ETF (VOOG). 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
OPOCX vs. VOOG - Dividend Comparison
OPOCX's dividend yield for the trailing twelve months is around 8.11%, more than VOOG's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 8.11% | 6.86% | 0.00% | 0.00% | 20.51% | 11.22% | 6.42% | 18.85% | 24.93% | 8.66% | 13.68% | 19.78% |
VOOG Vanguard S&P 500 Growth ETF | 0.64% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
OPOCX vs. VOOG - Drawdown Comparison
The maximum OPOCX drawdown since its inception was -51.64%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for OPOCX and VOOG. For additional features, visit the drawdowns tool.
Volatility
OPOCX vs. VOOG - Volatility Comparison
Invesco Discovery Fund (OPOCX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 15.17% and 15.67%, 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.