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.
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.
Performance
CPODX vs. VOO - Performance Comparison
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Key characteristics
CPODX:
1.95
VOO:
0.74
CPODX:
2.47
VOO:
1.04
CPODX:
1.33
VOO:
1.15
CPODX:
1.13
VOO:
0.68
CPODX:
6.13
VOO:
2.58
CPODX:
10.55%
VOO:
4.93%
CPODX:
34.96%
VOO:
19.54%
CPODX:
-84.51%
VOO:
-33.99%
CPODX:
-27.33%
VOO:
-3.55%
Returns By Period
In the year-to-date period, CPODX achieves a 8.13% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, CPODX has outperformed VOO with an annualized return of 15.33%, while VOO has yielded a comparatively lower 12.81% annualized return.
CPODX
8.13%
10.82%
3.64%
68.14%
25.93%
6.82%
15.33%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
CPODX vs. VOO - Dividend Comparison
CPODX's dividend yield for the trailing twelve months is around 0.59%, less than VOO's 1.29% 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% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
CPODX vs. VOO - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 8.44% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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