MEDIX vs. VOO
Compare and contrast key facts about MFS Emerging Markets Debt Fund (MEDIX) and Vanguard S&P 500 ETF (VOO).
MEDIX is managed by MFS. It was launched on Mar 17, 1998. 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.
Performance
MEDIX vs. VOO - Performance Comparison
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MEDIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | -2.03% | 12.48% | 5.92% | 9.42% | -15.97% | -2.40% | 8.01% | 14.12% | -4.99% | 9.64% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, MEDIX achieves a -2.03% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, MEDIX has underperformed VOO with an annualized return of 3.49%, while VOO has yielded a comparatively higher 14.05% annualized return.
MEDIX
- 1D
- -0.16%
- 1M
- -4.12%
- YTD
- -2.03%
- 6M
- 1.30%
- 1Y
- 8.04%
- 3Y*
- 7.84%
- 5Y*
- 1.78%
- 10Y*
- 3.49%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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MEDIX vs. VOO - Expense Ratio Comparison
MEDIX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
MEDIX vs. VOO — Risk / Return Rank
MEDIX
VOO
MEDIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Emerging Markets Debt Fund (MEDIX) 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.
| MEDIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.98 | +0.94 |
Sortino ratioReturn per unit of downside risk | 2.64 | 1.50 | +1.14 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.53 | +0.56 |
Martin ratioReturn relative to average drawdown | 8.43 | 7.29 | +1.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MEDIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 0.98 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.70 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.78 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.83 | +0.13 |
Correlation
The correlation between MEDIX and VOO is 0.25, 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.
Dividends
MEDIX vs. VOO - Dividend Comparison
MEDIX's dividend yield for the trailing twelve months is around 4.80%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | 4.80% | 5.22% | 5.68% | 4.90% | 5.51% | 4.33% | 4.07% | 4.59% | 4.87% | 4.46% | 4.86% | 5.25% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
MEDIX vs. VOO - Drawdown Comparison
The maximum MEDIX drawdown since its inception was -35.31%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MEDIX and VOO.
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Drawdown Indicators
| MEDIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.31% | -33.99% | -1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -11.98% | +7.86% |
Max Drawdown (5Y)Largest decline over 5 years | -27.40% | -24.52% | -2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -27.40% | -33.99% | +6.59% |
Current DrawdownCurrent decline from peak | -4.12% | -6.29% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -3.72% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.52% | -1.50% |
Volatility
MEDIX vs. VOO - Volatility Comparison
The current volatility for MFS Emerging Markets Debt Fund (MEDIX) is 1.49%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that MEDIX 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.
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Volatility by Period
| MEDIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 5.29% | -3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 9.44% | -6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 18.10% | -13.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.83% | 16.82% | -10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 17.99% | -12.15% |