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:
0.49
VOO:
0.52
MCSIX:
0.72
VOO:
0.89
MCSIX:
1.09
VOO:
1.13
MCSIX:
0.21
VOO:
0.57
MCSIX:
1.39
VOO:
2.18
MCSIX:
4.42%
VOO:
4.85%
MCSIX:
13.09%
VOO:
19.11%
MCSIX:
-62.05%
VOO:
-33.99%
MCSIX:
-20.21%
VOO:
-7.67%
Returns By Period
In the year-to-date period, MCSIX achieves a 5.63% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, MCSIX has underperformed VOO with an annualized return of 2.28%, while VOO has yielded a comparatively higher 12.42% annualized return.
MCSIX
5.63%
4.17%
7.31%
6.43%
14.37%
2.28%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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 3.12%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCSIX MFS Commodity Strategy Fund | 3.12% | 3.30% | 2.21% | 27.42% | 56.01% | 0.88% | 1.87% | 3.50% | 3.14% | 0.61% | 0.47% | 0.25% |
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
MCSIX vs. VOO - Drawdown Comparison
The maximum MCSIX drawdown since its inception was -62.05%, 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
The current volatility for MFS Commodity Strategy Fund (MCSIX) is 3.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that MCSIX 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.