CPODX vs. VOO
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Vanguard S&P 500 ETF (VOO).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. 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: CPODX or VOO.
Correlation
The correlation between CPODX and VOO is 0.72, 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.
Performance
CPODX vs. VOO - Performance Comparison
Key characteristics
CPODX:
1.51
VOO:
0.56
CPODX:
1.88
VOO:
0.92
CPODX:
1.24
VOO:
1.13
CPODX:
0.62
VOO:
0.58
CPODX:
4.36
VOO:
2.25
CPODX:
10.38%
VOO:
4.83%
CPODX:
34.88%
VOO:
19.11%
CPODX:
-84.51%
VOO:
-33.99%
CPODX:
-56.78%
VOO:
-7.55%
Returns By Period
In the year-to-date period, CPODX achieves a 0.46% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, CPODX has underperformed VOO with an annualized return of 3.09%, while VOO has yielded a comparatively higher 12.40% annualized return.
CPODX
0.46%
24.89%
12.92%
51.99%
-3.77%
3.09%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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CPODX vs. VOO - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CPODX vs. VOO — Risk-Adjusted Performance Rank
CPODX
VOO
CPODX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) 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
CPODX vs. VOO - Dividend Comparison
CPODX's dividend yield for the trailing twelve months is around 0.63%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | 0.63% | 0.64% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CPODX vs. VOO - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CPODX and VOO. For additional features, visit the drawdowns tool.
Volatility
CPODX vs. VOO - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 15.91% compared to Vanguard S&P 500 ETF (VOO) at 11.03%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.