MC vs. VOO
Compare and contrast key facts about Moelis & Company (MC) 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: MC or VOO.
Correlation
The correlation between MC and VOO is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MC vs. VOO - Performance Comparison
Key characteristics
MC:
0.14
VOO:
0.52
MC:
0.66
VOO:
0.89
MC:
1.08
VOO:
1.13
MC:
0.25
VOO:
0.57
MC:
0.68
VOO:
2.18
MC:
14.51%
VOO:
4.85%
MC:
40.54%
VOO:
19.11%
MC:
-59.10%
VOO:
-33.99%
MC:
-30.91%
VOO:
-7.67%
Returns By Period
In the year-to-date period, MC achieves a -24.07% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, MC has outperformed VOO with an annualized return of 14.68%, while VOO has yielded a comparatively lower 12.42% annualized return.
MC
-24.07%
2.41%
-27.15%
5.58%
19.42%
14.68%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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Risk-Adjusted Performance
MC vs. VOO — Risk-Adjusted Performance Rank
MC
VOO
MC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Moelis & Company (MC) 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
MC vs. VOO - Dividend Comparison
MC's dividend yield for the trailing twelve months is around 4.55%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MC Moelis & Company | 4.55% | 3.25% | 4.28% | 6.25% | 6.00% | 7.28% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% | 4.01% |
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
MC vs. VOO - Drawdown Comparison
The maximum MC drawdown since its inception was -59.10%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MC and VOO. For additional features, visit the drawdowns tool.
Volatility
MC vs. VOO - Volatility Comparison
Moelis & Company (MC) has a higher volatility of 11.57% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. This indicates that MC'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.