MBWM vs. VOO
Compare and contrast key facts about Mercantile Bank Corporation (MBWM) and Vanguard S&P 500 ETF (VOO).
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: MBWM or VOO.
Correlation
The correlation between MBWM and VOO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MBWM vs. VOO - Performance Comparison
Key characteristics
MBWM:
0.82
VOO:
1.76
MBWM:
1.53
VOO:
2.37
MBWM:
1.18
VOO:
1.32
MBWM:
1.65
VOO:
2.66
MBWM:
3.65
VOO:
11.10
MBWM:
8.79%
VOO:
2.02%
MBWM:
39.14%
VOO:
12.79%
MBWM:
-91.44%
VOO:
-33.99%
MBWM:
-7.99%
VOO:
-2.11%
Returns By Period
In the year-to-date period, MBWM achieves a 7.10% return, which is significantly higher than VOO's 2.40% return. Both investments have delivered pretty close results over the past 10 years, with MBWM having a 13.68% annualized return and VOO not far behind at 13.03%.
MBWM
7.10%
-1.79%
4.55%
32.25%
12.11%
13.68%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MBWM vs. VOO — Risk-Adjusted Performance Rank
MBWM
VOO
MBWM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercantile Bank Corporation (MBWM) 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
MBWM vs. VOO - Dividend Comparison
MBWM's dividend yield for the trailing twelve months is around 2.98%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBWM Mercantile Bank Corporation | 2.98% | 3.19% | 3.32% | 3.76% | 3.37% | 4.12% | 2.91% | 5.94% | 2.09% | 3.08% | 2.36% | 12.08% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MBWM vs. VOO - Drawdown Comparison
The maximum MBWM drawdown since its inception was -91.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MBWM and VOO. For additional features, visit the drawdowns tool.
Volatility
MBWM vs. VOO - Volatility Comparison
Mercantile Bank Corporation (MBWM) has a higher volatility of 9.40% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that MBWM'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.