SPIDX vs. OPGSX
Compare and contrast key facts about Invesco S&P 500 Index Fund (SPIDX) and Invesco Gold & Special Minerals Fund (OPGSX).
SPIDX is a passively managed fund by Invesco that tracks the performance of the S&P 500 Index. It was launched on Sep 26, 1997. OPGSX is managed by Invesco. It was launched on Jul 18, 1983.
Performance
SPIDX vs. OPGSX - Performance Comparison
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SPIDX vs. OPGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | -7.13% | 17.54% | 24.65% | 25.95% | -18.36% | 28.30% | 18.13% | 31.11% | -4.75% | 21.45% |
OPGSX Invesco Gold & Special Minerals Fund | 0.44% | 131.03% | 13.05% | 6.35% | -16.86% | -2.75% | 36.15% | 46.37% | -13.15% | 17.17% |
Returns By Period
In the year-to-date period, SPIDX achieves a -7.13% return, which is significantly lower than OPGSX's 0.44% return. Over the past 10 years, SPIDX has underperformed OPGSX with an annualized return of 13.42%, while OPGSX has yielded a comparatively higher 17.37% annualized return.
SPIDX
- 1D
- -0.40%
- 1M
- -7.71%
- YTD
- -7.13%
- 6M
- -4.70%
- 1Y
- 14.14%
- 3Y*
- 16.85%
- 5Y*
- 11.09%
- 10Y*
- 13.42%
OPGSX
- 1D
- -0.37%
- 1M
- -23.68%
- YTD
- 0.44%
- 6M
- 13.72%
- 1Y
- 82.38%
- 3Y*
- 36.20%
- 5Y*
- 20.12%
- 10Y*
- 17.37%
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SPIDX vs. OPGSX - Expense Ratio Comparison
SPIDX has a 0.29% expense ratio, which is lower than OPGSX's 1.05% expense ratio.
Return for Risk
SPIDX vs. OPGSX — Risk / Return Rank
SPIDX
OPGSX
SPIDX vs. OPGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Index Fund (SPIDX) and Invesco Gold & Special Minerals Fund (OPGSX). 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.
| SPIDX | OPGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 2.20 | -1.38 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.54 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.36 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 3.22 | -2.25 |
Martin ratioReturn relative to average drawdown | 4.71 | 12.84 | -8.13 |
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
| SPIDX | OPGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 2.20 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.63 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.53 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.25 | +0.18 |
Correlation
The correlation between SPIDX and OPGSX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SPIDX vs. OPGSX - Dividend Comparison
SPIDX's dividend yield for the trailing twelve months is around 1.16%, more than OPGSX's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | 1.16% | 1.07% | 1.28% | 1.23% | 1.14% | 2.09% | 1.45% | 2.11% | 2.82% | 1.49% | 1.49% | 1.74% |
OPGSX Invesco Gold & Special Minerals Fund | 0.43% | 0.43% | 0.86% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% | 0.00% |
Drawdowns
SPIDX vs. OPGSX - Drawdown Comparison
The maximum SPIDX drawdown since its inception was -55.30%, smaller than the maximum OPGSX drawdown of -80.04%. Use the drawdown chart below to compare losses from any high point for SPIDX and OPGSX.
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Drawdown Indicators
| SPIDX | OPGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -80.04% | +24.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -29.01% | +16.87% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -47.09% | +22.43% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -47.09% | +13.25% |
Current DrawdownCurrent decline from peak | -8.93% | -24.65% | +15.72% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -29.33% | +18.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 7.27% | -4.70% |
Volatility
SPIDX vs. OPGSX - Volatility Comparison
The current volatility for Invesco S&P 500 Index Fund (SPIDX) is 4.24%, while Invesco Gold & Special Minerals Fund (OPGSX) has a volatility of 15.32%. This indicates that SPIDX experiences smaller price fluctuations and is considered to be less risky than OPGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPIDX | OPGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 15.32% | -11.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 35.01% | -25.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 43.01% | -24.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 32.97% | -16.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 32.93% | -14.88% |