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 Apr 5, 2019.
Performance
OPOCX vs. VOOG - Performance Comparison
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OPOCX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 6.39% | 16.77% | 22.61% | 17.02% | -31.26% | 14.78% | 50.33% | 36.81% | -4.15% | 29.04% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, OPOCX achieves a 6.39% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, OPOCX has underperformed VOOG with an annualized return of 14.66%, while VOOG has yielded a comparatively higher 15.86% annualized return.
OPOCX
- 1D
- 5.36%
- 1M
- -6.64%
- YTD
- 6.39%
- 6M
- 11.96%
- 1Y
- 40.33%
- 3Y*
- 18.87%
- 5Y*
- 5.87%
- 10Y*
- 14.66%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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OPOCX vs. VOOG - Expense Ratio Comparison
OPOCX has a 1.01% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
OPOCX vs. VOOG — Risk / Return Rank
OPOCX
VOOG
OPOCX vs. VOOG - Risk-Adjusted Trends 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.
| OPOCX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.05 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.62 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 1.76 | +1.08 |
Martin ratioReturn relative to average drawdown | 11.39 | 6.81 | +4.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OPOCX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.05 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.59 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.77 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.84 | -0.35 |
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.
Dividends
OPOCX vs. VOOG - Dividend Comparison
OPOCX's dividend yield for the trailing twelve months is around 12.61%, more than VOOG's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 12.61% | 13.41% | 6.86% | 0.00% | 0.00% | 20.51% | 11.22% | 6.42% | 18.85% | 12.46% | 4.33% | 6.84% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
OPOCX vs. VOOG - Drawdown Comparison
The maximum OPOCX drawdown since its inception was -64.17%, 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.
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Drawdown Indicators
| OPOCX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.17% | -32.73% | -31.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -13.71% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -43.27% | -32.73% | -10.54% |
Max Drawdown (10Y)Largest decline over 10 years | -43.27% | -32.73% | -10.54% |
Current DrawdownCurrent decline from peak | -6.64% | -9.07% | +2.43% |
Average DrawdownAverage peak-to-trough decline | -18.94% | -5.01% | -13.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 3.54% | -0.21% |
Volatility
OPOCX vs. VOOG - Volatility Comparison
Invesco Discovery Fund (OPOCX) has a higher volatility of 12.58% compared to Vanguard S&P 500 Growth ETF (VOOG) at 7.28%. This indicates that OPOCX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPOCX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.58% | 7.28% | +5.30% |
Volatility (6M)Calculated over the trailing 6-month period | 19.74% | 12.68% | +7.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.27% | 22.28% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.25% | 21.16% | +4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 20.65% | +4.02% |