GOF vs SPGP
Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and INVESCO S&P 500 GARP ETF (SPGP, ETF).
5-Year PerformanceSPGP has outperformed GOF, delivering a return of +7.7% compared to +0.9%
GOF vs SPGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GOF vs SPGP - Historical Returns
Returns include dividend reinvestment.
GOF vs SPGP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GOF | SPGP |
|---|---|---|
| 2026 | -6.85% | +4.51% |
| 2025 | -2.26% | +9.79% |
| 2024 | +35.95% | +8.64% |
| 2023 | -6.08% | +21.05% |
| 2022 | -7.87% | -13.53% |
| 2021 | +5.48% | +37.67% |
| 2020 | +19.41% | +14.92% |
| 2019 | +7.01% | +39.98% |
| 2018 | -5.73% | +0.65% |
| 2017 | +21.67% | +34.72% |
| 2016 | +27.00% | +1.84% |
| 2015 | -10.87% | +6.62% |
| 2014 | +7.82% | +17.46% |
| 2013 | +7.69% | +26.61% |
| 2012 | +13.80% | +14.10% |
| 2011 | +12.74% | +1.02% |
| 2010 | +29.54% | N/A |
| 2009 | +79.15% | N/A |
| 2008 | -34.32% | N/A |
| 2007 | -8.49% | N/A |
GOF vs SPGP Drawdown Comparison
The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The current GOF drawdown is -17.74%. The current SPGP drawdown is -1.94%.
| Rank | GOF | SPGP |
|---|---|---|
| #1 | -54.69% Jul 31, 2007 - Sep 9, 2009 | -42.07% Feb 13, 2020 - Nov 5, 2020 |
| #2 | -38.45% Aug 8, 2019 - Aug 12, 2020 | -22.88% Dec 2, 2024 - Aug 13, 2025 |
| #3 | -32.32% Aug 6, 2021 - Jun 28, 2024 | -22.80% Oct 1, 2018 - Apr 3, 2019 |
| #4 | -23.55% May 14, 2015 - Jul 29, 2016 | -22.65% Dec 29, 2021 - Jul 31, 2023 |
| #5 | -23.24% Oct 1, 2025 - Mar 27, 2026 | -19.36% Aug 5, 2015 - Jan 25, 2017 |
| #6 | -21.18% May 31, 2011 - Jan 25, 2012 | -16.83% Jul 25, 2011 - Jan 26, 2012 |
| #7 | -19.35% Sep 13, 2018 - Jun 13, 2019 | -11.16% Jan 6, 2026 - Apr 17, 2026 |
| #8 | -14.82% Apr 26, 2010 - Aug 4, 2010 | -10.69% Jul 24, 2019 - Oct 24, 2019 |
| #9 | -13.58% Mar 24, 2025 - Aug 27, 2025 | -9.68% Jul 31, 2023 - Dec 13, 2023 |
| #10 | -12.07% Apr 16, 2021 - Jun 10, 2021 | -9.65% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -11.87% Oct 5, 2012 - Jan 10, 2013 | -9.57% Jul 16, 2024 - Oct 4, 2024 |
| #12 | -11.79% May 10, 2013 - May 22, 2014 | -8.58% Sep 19, 2014 - Nov 11, 2014 |
| #13 | -11.54% Nov 8, 2010 - Feb 7, 2011 | -8.55% Apr 2, 2012 - Aug 7, 2012 |
| #14 | -10.00% Jan 11, 2018 - May 14, 2018 | -8.04% May 3, 2019 - Jun 20, 2019 |
| #15 | -8.55% Nov 1, 2016 - Dec 6, 2016 | -7.95% Sep 19, 2012 - Jan 22, 2013 |
Correlation
Correlation between GOF and SPGP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
GOF vs SPGP dividend yield comparison.
| Year | GOF | SPGP |
|---|---|---|
| 2026 | 8.27% | 0.28% |
| 2025 | 16.97% | 1.04% |
| 2024 | 14.32% | 1.38% |
| 2023 | 17.07% | 1.24% |
| 2022 | 14.36% | 1.22% |
| 2021 | 11.93% | 0.69% |
| 2020 | 11.26% | 1.10% |
| 2019 | 12.08% | 0.86% |
| 2018 | 11.96% | 0.95% |
| 2017 | 10.13% | 0.68% |
| 2016 | 11.13% | 0.89% |
| 2015 | 12.98% | 1.12% |
| 2014 | 10.46% | 1.52% |
| 2013 | 9.98% | 2.11% |
| 2012 | 8.67% | 1.49% |
| 2011 | 8.98% | 1.27% |
| 2010 | 9.42% | 0.00% |
| 2009 | 11.00% | 0.00% |
| 2008 | 17.84% | 0.00% |
| 2007 | 3.21% | 0.00% |
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