BRKIX vs. VOO
Compare and contrast key facts about MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Vanguard S&P 500 ETF (VOO).
BRKIX is managed by MFS. It was launched on Sep 14, 2015. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRKIX or VOO.
Correlation
The correlation between BRKIX and VOO is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRKIX vs. VOO - Performance Comparison
Key characteristics
BRKIX:
1.34
VOO:
1.76
BRKIX:
1.85
VOO:
2.37
BRKIX:
1.24
VOO:
1.32
BRKIX:
0.96
VOO:
2.66
BRKIX:
4.17
VOO:
11.10
BRKIX:
4.32%
VOO:
2.02%
BRKIX:
13.48%
VOO:
12.79%
BRKIX:
-41.15%
VOO:
-33.99%
BRKIX:
-3.93%
VOO:
-2.11%
Returns By Period
In the year-to-date period, BRKIX achieves a 5.37% return, which is significantly higher than VOO's 2.40% return.
BRKIX
5.37%
4.54%
4.56%
16.98%
4.58%
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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BRKIX vs. VOO - Expense Ratio Comparison
BRKIX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRKIX vs. VOO — Risk-Adjusted Performance Rank
BRKIX
VOO
BRKIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Emerging Markets Equity Fund (BRKIX) 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.
Dividends
BRKIX vs. VOO - Dividend Comparison
BRKIX's dividend yield for the trailing twelve months is around 2.38%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRKIX MFS Blended Research Emerging Markets Equity Fund | 2.38% | 2.51% | 2.75% | 3.07% | 1.98% | 1.60% | 1.83% | 2.18% | 1.23% | 0.71% | 0.52% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BRKIX vs. VOO - Drawdown Comparison
The maximum BRKIX drawdown since its inception was -41.15%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRKIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BRKIX vs. VOO - Volatility Comparison
MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.40% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.