MACIX vs. VTI
Compare and contrast key facts about MFS Conservative Allocation Fund (MACIX) and Vanguard Total Stock Market ETF (VTI).
MACIX is managed by MFS. It was launched on Jun 27, 2002. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MACIX or VTI.
Correlation
The correlation between MACIX and VTI is 0.88, 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
MACIX vs. VTI - Performance Comparison
Key characteristics
MACIX:
0.60
VTI:
0.68
MACIX:
0.81
VTI:
1.08
MACIX:
1.13
VTI:
1.16
MACIX:
0.49
VTI:
0.71
MACIX:
1.44
VTI:
2.77
MACIX:
3.16%
VTI:
4.94%
MACIX:
7.61%
VTI:
20.02%
MACIX:
-23.33%
VTI:
-55.45%
MACIX:
-4.30%
VTI:
-7.70%
Returns By Period
In the year-to-date period, MACIX achieves a 1.86% return, which is significantly higher than VTI's -3.46% return. Over the past 10 years, MACIX has underperformed VTI with an annualized return of 3.56%, while VTI has yielded a comparatively higher 11.87% annualized return.
MACIX
1.86%
3.72%
-1.76%
3.23%
4.26%
3.56%
VTI
-3.46%
12.21%
-0.55%
11.44%
15.96%
11.87%
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MACIX vs. VTI - Expense Ratio Comparison
MACIX has a 0.58% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
MACIX vs. VTI — Risk-Adjusted Performance Rank
MACIX
VTI
MACIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Conservative Allocation Fund (MACIX) and Vanguard Total Stock Market ETF (VTI). 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
MACIX vs. VTI - Dividend Comparison
MACIX's dividend yield for the trailing twelve months is around 3.35%, more than VTI's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACIX MFS Conservative Allocation Fund | 3.35% | 3.39% | 2.76% | 2.83% | 2.82% | 1.83% | 2.34% | 2.64% | 2.35% | 1.99% | 1.83% | 3.49% |
VTI Vanguard Total Stock Market ETF | 1.34% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MACIX vs. VTI - Drawdown Comparison
The maximum MACIX drawdown since its inception was -23.33%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MACIX and VTI. For additional features, visit the drawdowns tool.
Volatility
MACIX vs. VTI - Volatility Comparison
The current volatility for MFS Conservative Allocation Fund (MACIX) is 4.48%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 14.77%. This indicates that MACIX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.