OPOCX vs. VSGIX
Compare and contrast key facts about Invesco Discovery Fund (OPOCX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX).
OPOCX is managed by Invesco. It was launched on Sep 11, 1986. VSGIX is managed by Vanguard. It was launched on May 24, 2000.
Performance
OPOCX vs. VSGIX - Performance Comparison
Loading graphics...
OPOCX vs. VSGIX - 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% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.27% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
Returns By Period
In the year-to-date period, OPOCX achieves a 6.39% return, which is significantly higher than VSGIX's 0.27% return. Over the past 10 years, OPOCX has outperformed VSGIX with an annualized return of 14.66%, while VSGIX has yielded a comparatively lower 10.46% 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%
VSGIX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.27%
- 6M
- 1.50%
- 1Y
- 20.19%
- 3Y*
- 12.44%
- 5Y*
- 2.17%
- 10Y*
- 10.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OPOCX vs. VSGIX - Expense Ratio Comparison
OPOCX has a 1.01% expense ratio, which is higher than VSGIX's 0.06% expense ratio.
Return for Risk
OPOCX vs. VSGIX — Risk / Return Rank
OPOCX
VSGIX
OPOCX vs. VSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX). 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 | VSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.85 | +0.69 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.34 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 1.39 | +1.45 |
Martin ratioReturn relative to average drawdown | 11.39 | 5.56 | +5.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OPOCX | VSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.85 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.09 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.46 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.38 | +0.11 |
Correlation
The correlation between OPOCX and VSGIX is 0.96, 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. VSGIX - Dividend Comparison
OPOCX's dividend yield for the trailing twelve months is around 12.61%, more than VSGIX'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% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.53% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
Drawdowns
OPOCX vs. VSGIX - Drawdown Comparison
The maximum OPOCX drawdown since its inception was -64.17%, which is greater than VSGIX's maximum drawdown of -58.66%. Use the drawdown chart below to compare losses from any high point for OPOCX and VSGIX.
Loading graphics...
Drawdown Indicators
| OPOCX | VSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.17% | -58.66% | -5.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -14.50% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -43.27% | -38.36% | -4.91% |
Max Drawdown (10Y)Largest decline over 10 years | -43.27% | -38.70% | -4.57% |
Current DrawdownCurrent decline from peak | -6.64% | -7.52% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -18.94% | -11.40% | -7.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 3.62% | -0.29% |
Volatility
OPOCX vs. VSGIX - Volatility Comparison
Invesco Discovery Fund (OPOCX) has a higher volatility of 12.58% compared to Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) at 8.87%. This indicates that OPOCX's price experiences larger fluctuations and is considered to be riskier than VSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OPOCX | VSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.58% | 8.87% | +3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 19.74% | 15.71% | +4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.27% | 24.53% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.25% | 23.56% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 22.92% | +1.75% |