Correlation
The correlation between CPODX and VGT is 0.77, 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.
CPODX vs. VGT
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Vanguard Information Technology ETF (VGT).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 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: CPODX or VGT.
Performance
CPODX vs. VGT - Performance Comparison
Loading data...
Key characteristics
CPODX:
1.95
VGT:
0.47
CPODX:
2.47
VGT:
0.71
CPODX:
1.33
VGT:
1.10
CPODX:
1.13
VGT:
0.40
CPODX:
6.13
VGT:
1.29
CPODX:
10.55%
VGT:
8.45%
CPODX:
34.96%
VGT:
30.25%
CPODX:
-84.51%
VGT:
-54.63%
CPODX:
-27.33%
VGT:
-6.19%
Returns By Period
In the year-to-date period, CPODX achieves a 8.13% return, which is significantly higher than VGT's -2.36% return. Over the past 10 years, CPODX has underperformed VGT with an annualized return of 15.33%, while VGT has yielded a comparatively higher 19.78% annualized return.
CPODX
8.13%
11.27%
3.64%
67.65%
25.93%
6.82%
15.33%
VGT
-2.36%
10.36%
-2.31%
13.93%
19.73%
19.26%
19.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPODX vs. VGT - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
CPODX vs. VGT — Risk-Adjusted Performance Rank
CPODX
VGT
CPODX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Vanguard Information Technology ETF (VGT). 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.
Loading data...
Dividends
CPODX vs. VGT - Dividend Comparison
CPODX's dividend yield for the trailing twelve months is around 0.59%, more than VGT's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | 0.59% | 0.64% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% | 7.15% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
CPODX vs. VGT - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for CPODX and VGT.
Loading data...
Volatility
CPODX vs. VGT - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 8.44% compared to Vanguard Information Technology ETF (VGT) at 6.70%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...