EUGDX vs. VOO
Compare and contrast key facts about Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and Vanguard S&P 500 ETF (VOO).
EUGDX is managed by Morgan Stanley. It was launched on Jul 27, 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: EUGDX or VOO.
Correlation
The correlation between EUGDX and VOO is 0.70, 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
EUGDX vs. VOO - Performance Comparison
Key characteristics
EUGDX:
0.88
VOO:
1.88
EUGDX:
1.33
VOO:
2.52
EUGDX:
1.15
VOO:
1.35
EUGDX:
0.34
VOO:
2.83
EUGDX:
3.66
VOO:
11.96
EUGDX:
3.72%
VOO:
2.00%
EUGDX:
15.59%
VOO:
12.70%
EUGDX:
-58.33%
VOO:
-33.99%
EUGDX:
-31.11%
VOO:
-3.91%
Returns By Period
In the year-to-date period, EUGDX achieves a -0.12% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, EUGDX has underperformed VOO with an annualized return of 4.25%, while VOO has yielded a comparatively higher 13.26% annualized return.
EUGDX
-0.12%
-3.31%
4.30%
13.52%
4.02%
4.25%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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EUGDX vs. VOO - Expense Ratio Comparison
EUGDX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EUGDX vs. VOO — Risk-Adjusted Performance Rank
EUGDX
VOO
EUGDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) 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
EUGDX vs. VOO - Dividend Comparison
EUGDX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUGDX Morgan Stanley Europe Opportunity Fund Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.77% | 1.01% | 0.90% | 2.75% | 2.30% | 4.22% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
EUGDX vs. VOO - Drawdown Comparison
The maximum EUGDX drawdown since its inception was -58.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EUGDX and VOO. For additional features, visit the drawdowns tool.
Volatility
EUGDX vs. VOO - Volatility Comparison
The current volatility for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) is 3.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. This indicates that EUGDX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.