MCSIX vs. VOO
Compare and contrast key facts about MFS Commodity Strategy Fund (MCSIX) and Vanguard S&P 500 ETF (VOO).
MCSIX is managed by MFS. It was launched on Jun 1, 2010. 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: MCSIX or VOO.
Correlation
The correlation between MCSIX and VOO is 0.27, 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
MCSIX vs. VOO - Performance Comparison
Key characteristics
MCSIX:
1.05
VOO:
2.15
MCSIX:
1.57
VOO:
2.85
MCSIX:
1.19
VOO:
1.40
MCSIX:
0.42
VOO:
3.25
MCSIX:
2.98
VOO:
13.67
MCSIX:
4.03%
VOO:
2.01%
MCSIX:
11.45%
VOO:
12.79%
MCSIX:
-61.40%
VOO:
-33.99%
MCSIX:
-19.28%
VOO:
0.00%
Returns By Period
In the year-to-date period, MCSIX achieves a 5.07% return, which is significantly higher than VOO's 3.49% return. Over the past 10 years, MCSIX has underperformed VOO with an annualized return of 2.54%, while VOO has yielded a comparatively higher 13.52% annualized return.
MCSIX
5.07%
6.57%
9.15%
11.04%
9.34%
2.54%
VOO
3.49%
1.90%
12.84%
26.78%
14.88%
13.52%
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MCSIX vs. VOO - Expense Ratio Comparison
MCSIX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MCSIX vs. VOO — Risk-Adjusted Performance Rank
MCSIX
VOO
MCSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Commodity Strategy Fund (MCSIX) 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
MCSIX vs. VOO - Dividend Comparison
MCSIX's dividend yield for the trailing twelve months is around 3.14%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCSIX MFS Commodity Strategy Fund | 3.14% | 3.30% | 2.21% | 27.42% | 56.01% | 0.87% | 1.88% | 3.49% | 3.13% | 0.62% | 0.47% | 0.49% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MCSIX vs. VOO - Drawdown Comparison
The maximum MCSIX drawdown since its inception was -61.40%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MCSIX and VOO. For additional features, visit the drawdowns tool.
Volatility
MCSIX vs. VOO - Volatility Comparison
MFS Commodity Strategy Fund (MCSIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.99% and 4.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.