OPPAX vs. VOO
Compare and contrast key facts about Invesco Global Fund (OPPAX) and Vanguard S&P 500 ETF (VOO).
OPPAX is managed by Invesco. It was launched on Dec 21, 1969. 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.
Performance
OPPAX vs. VOO - Performance Comparison
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OPPAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPPAX Invesco Global Fund | -13.35% | 15.20% | 16.16% | 34.18% | -32.18% | 15.23% | 27.64% | 31.58% | -13.65% | 36.25% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, OPPAX achieves a -13.35% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, OPPAX has underperformed VOO with an annualized return of 9.94%, while VOO has yielded a comparatively higher 14.05% annualized return.
OPPAX
- 1D
- -0.49%
- 1M
- -10.82%
- YTD
- -13.35%
- 6M
- -9.87%
- 1Y
- 5.77%
- 3Y*
- 10.98%
- 5Y*
- 3.80%
- 10Y*
- 9.94%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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OPPAX vs. VOO - Expense Ratio Comparison
OPPAX has a 1.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
OPPAX vs. VOO — Risk / Return Rank
OPPAX
VOO
OPPAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Fund (OPPAX) 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.
| OPPAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.98 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.50 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.27 | 1.53 | -1.80 |
Martin ratioReturn relative to average drawdown | -0.92 | 7.29 | -8.21 |
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
| OPPAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.98 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.70 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.83 | -0.36 |
Correlation
The correlation between OPPAX and VOO is 0.89, 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
OPPAX vs. VOO - Dividend Comparison
OPPAX's dividend yield for the trailing twelve months is around 28.62%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPPAX Invesco Global Fund | 28.62% | 24.79% | 11.93% | 10.72% | 14.18% | 7.18% | 5.72% | 1.35% | 12.92% | 5.92% | 0.69% | 5.17% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
OPPAX vs. VOO - Drawdown Comparison
The maximum OPPAX drawdown since its inception was -60.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OPPAX and VOO.
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Drawdown Indicators
| OPPAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.39% | -33.99% | -26.40% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -11.98% | -4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -41.90% | -24.52% | -17.38% |
Max Drawdown (10Y)Largest decline over 10 years | -41.90% | -33.99% | -7.91% |
Current DrawdownCurrent decline from peak | -16.26% | -6.29% | -9.97% |
Average DrawdownAverage peak-to-trough decline | -15.49% | -3.72% | -11.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | 2.52% | +2.96% |
Volatility
OPPAX vs. VOO - Volatility Comparison
Invesco Global Fund (OPPAX) has a higher volatility of 5.94% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that OPPAX'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.
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Volatility by Period
| OPPAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 5.29% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 9.44% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 18.10% | +2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.11% | 16.82% | +4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.58% | 17.99% | +2.59% |