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 Mar 25, 2004.
Performance
CPODX vs. VGT - Performance Comparison
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CPODX vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -13.67% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
VGT Vanguard Information Technology ETF | -6.16% | 21.77% | 29.30% | 52.66% | -29.70% | 30.45% | 46.04% | 48.62% | 2.46% | 37.08% |
Returns By Period
In the year-to-date period, CPODX achieves a -13.67% return, which is significantly lower than VGT's -6.16% return. Over the past 10 years, CPODX has underperformed VGT with an annualized return of 15.35%, while VGT has yielded a comparatively higher 21.51% annualized return.
CPODX
- 1D
- 4.72%
- 1M
- -4.15%
- YTD
- -13.67%
- 6M
- -22.53%
- 1Y
- 12.75%
- 3Y*
- 24.77%
- 5Y*
- -3.71%
- 10Y*
- 15.35%
VGT
- 1D
- 1.28%
- 1M
- -3.61%
- YTD
- -6.16%
- 6M
- -5.90%
- 1Y
- 29.76%
- 3Y*
- 23.10%
- 5Y*
- 14.83%
- 10Y*
- 21.51%
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CPODX vs. VGT - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than VGT's 0.09% expense ratio.
Return for Risk
CPODX vs. VGT — Risk / Return Rank
CPODX
VGT
CPODX vs. VGT - Risk-Adjusted Trends 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.
| CPODX | VGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.10 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.67 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.88 | -1.42 |
Martin ratioReturn relative to average drawdown | 1.18 | 5.77 | -4.59 |
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
| CPODX | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.10 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.59 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.88 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.61 | -0.27 |
Correlation
The correlation between CPODX and VGT is 0.79, 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.
Dividends
CPODX vs. VGT - Dividend Comparison
CPODX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | 0.00% | 0.00% | 0.64% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% |
VGT Vanguard Information Technology ETF | 0.43% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
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.
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Drawdown Indicators
| CPODX | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -54.63% | -29.88% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -16.40% | -11.88% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -35.07% | -35.64% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -35.07% | -36.19% |
Current DrawdownCurrent decline from peak | -30.82% | -11.66% | -19.16% |
Average DrawdownAverage peak-to-trough decline | -38.54% | -8.00% | -30.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.04% | 5.35% | +5.69% |
Volatility
CPODX vs. VGT - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 10.11% compared to Vanguard Information Technology ETF (VGT) at 8.03%. 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.
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Volatility by Period
| CPODX | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.11% | 8.03% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 22.91% | 16.35% | +6.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.55% | 27.27% | +6.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.87% | 25.06% | +14.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.91% | 24.48% | +9.43% |