OPPAX vs. VUG
Compare and contrast key facts about Invesco Global Fund (OPPAX) and Vanguard Growth ETF (VUG).
OPPAX is managed by Invesco. It was launched on Dec 21, 1969. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPPAX or VUG.
Key characteristics
| OPPAX | VUG | |
|---|---|---|
| YTD Return | 16.71% | 31.99% |
| 1Y Return | 16.02% | 42.58% |
| 3Y Return (Ann) | -8.62% | 9.23% |
| 5Y Return (Ann) | 2.47% | 19.49% |
| 10Y Return (Ann) | 3.06% | 15.84% |
| Sharpe Ratio | 0.87 | 2.53 |
| Sortino Ratio | 1.19 | 3.26 |
| Omega Ratio | 1.18 | 1.46 |
| Calmar Ratio | 0.42 | 3.28 |
| Martin Ratio | 4.56 | 12.97 |
| Ulcer Index | 3.47% | 3.28% |
| Daily Std Dev | 18.11% | 16.79% |
| Max Drawdown | -63.60% | -50.68% |
| Current Drawdown | -24.75% | 0.00% |
Correlation
The correlation between OPPAX and VUG 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.
Performance
OPPAX vs. VUG - Performance Comparison
In the year-to-date period, OPPAX achieves a 16.71% return, which is significantly lower than VUG's 31.99% return. Over the past 10 years, OPPAX has underperformed VUG with an annualized return of 3.06%, while VUG has yielded a comparatively higher 15.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OPPAX vs. VUG - Expense Ratio Comparison
OPPAX has a 1.04% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
OPPAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Fund (OPPAX) and Vanguard Growth ETF (VUG). 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
OPPAX vs. VUG - Dividend Comparison
OPPAX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPPAX Invesco Global Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.53% | 0.55% | 0.55% | 0.69% | 0.69% | 0.87% | 0.78% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
OPPAX vs. VUG - Drawdown Comparison
The maximum OPPAX drawdown since its inception was -63.60%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for OPPAX and VUG. For additional features, visit the drawdowns tool.
Volatility
OPPAX vs. VUG - Volatility Comparison
The current volatility for Invesco Global Fund (OPPAX) is 4.46%, while Vanguard Growth ETF (VUG) has a volatility of 5.05%. This indicates that OPPAX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.