PHO vs GOF
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and Guggenheim Strategic Opportunities Fund (GOF, ETF).
5-Year PerformancePHO has outperformed GOF, delivering a return of +5.2% compared to +0.9%
PHO vs GOF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHO vs GOF - Historical Returns
Returns include dividend reinvestment.
PHO vs GOF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | GOF |
|---|---|---|
| 2026 | -6.17% | -6.85% |
| 2025 | +8.35% | -2.26% |
| 2024 | +9.45% | +35.95% |
| 2023 | +18.88% | -6.08% |
| 2022 | -13.39% | -7.87% |
| 2021 | +33.29% | +5.48% |
| 2020 | +20.69% | +19.41% |
| 2019 | +38.21% | +7.01% |
| 2018 | -6.42% | -5.73% |
| 2017 | +22.55% | +21.67% |
| 2016 | +15.29% | +27.00% |
| 2015 | -15.22% | -10.87% |
| 2014 | +0.50% | +7.82% |
| 2013 | +23.97% | +7.69% |
| 2012 | +21.89% | +13.80% |
| 2011 | -11.75% | +12.74% |
| 2010 | +10.95% | +29.54% |
| 2009 | +13.91% | +79.15% |
| 2008 | -31.50% | -34.32% |
| 2007 | +17.56% | -8.49% |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs GOF Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.
The current PHO drawdown is -10.77%. The current GOF drawdown is -17.74%.
| Rank | PHO | GOF |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -54.69% Jul 31, 2007 - Sep 9, 2009 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -38.45% Aug 8, 2019 - Aug 12, 2020 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -32.32% Aug 6, 2021 - Jun 28, 2024 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -23.55% May 14, 2015 - Jul 29, 2016 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -23.24% Oct 1, 2025 - Mar 27, 2026 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -21.18% May 31, 2011 - Jan 25, 2012 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -19.35% Sep 13, 2018 - Jun 13, 2019 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -14.82% Apr 26, 2010 - Aug 4, 2010 |
| #9 | -13.79% Oct 21, 2025 - May 19, 2026 | -13.58% Mar 24, 2025 - Aug 27, 2025 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -12.07% Apr 16, 2021 - Jun 10, 2021 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -11.87% Oct 5, 2012 - Jan 10, 2013 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -11.79% May 10, 2013 - May 22, 2014 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -11.54% Nov 8, 2010 - Feb 7, 2011 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -10.00% Jan 11, 2018 - May 14, 2018 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -8.55% Nov 1, 2016 - Dec 6, 2016 |
Correlation
Correlation between PHO and GOF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
PHO vs GOF dividend yield comparison.
| Year | PHO | GOF |
|---|---|---|
| 2026 | 0.16% | 8.27% |
| 2025 | 0.54% | 16.97% |
| 2024 | 0.45% | 14.32% |
| 2023 | 0.59% | 17.07% |
| 2022 | 0.49% | 14.36% |
| 2021 | 0.20% | 11.93% |
| 2020 | 0.39% | 11.26% |
| 2019 | 0.43% | 12.08% |
| 2018 | 0.46% | 11.96% |
| 2017 | 0.34% | 10.13% |
| 2016 | 0.47% | 11.13% |
| 2015 | 0.75% | 12.98% |
| 2014 | 0.59% | 10.46% |
| 2013 | 0.49% | 9.98% |
| 2012 | 0.87% | 8.67% |
| 2011 | 0.64% | 8.98% |
| 2010 | 0.54% | 9.42% |
| 2009 | 0.69% | 11.00% |
| 2008 | 0.55% | 17.84% |
| 2007 | 0.40% | 3.21% |
| 2006 | 0.82% | 0.00% |
| 2005 | 0.22% | 0.00% |
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