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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEDIX or VOO.
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.
Performance
MEDIX vs. VOO - Performance Comparison
Key characteristics
MEDIX:
1.98
VOO:
1.88
MEDIX:
3.05
VOO:
2.53
MEDIX:
1.37
VOO:
1.35
MEDIX:
0.96
VOO:
2.81
MEDIX:
7.64
VOO:
11.78
MEDIX:
1.23%
VOO:
2.02%
MEDIX:
4.75%
VOO:
12.67%
MEDIX:
-29.04%
VOO:
-33.99%
MEDIX:
-1.04%
VOO:
0.00%
Returns By Period
In the year-to-date period, MEDIX achieves a 1.11% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, MEDIX has underperformed VOO with an annualized return of 3.29%, while VOO has yielded a comparatively higher 13.30% annualized return.
MEDIX
1.11%
1.19%
1.76%
9.60%
0.87%
3.29%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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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.
Risk-Adjusted Performance
MEDIX vs. VOO — Risk-Adjusted Performance Rank
MEDIX
VOO
MEDIX vs. VOO - Risk-Adjusted Performance 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.
Dividends
MEDIX vs. VOO - Dividend Comparison
MEDIX's dividend yield for the trailing twelve months is around 6.78%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | 6.78% | 6.84% | 5.82% | 6.82% | 4.33% | 4.07% | 4.60% | 4.89% | 4.46% | 4.87% | 4.85% | 4.82% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MEDIX vs. VOO - Drawdown Comparison
The maximum MEDIX drawdown since its inception was -29.04%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MEDIX and VOO. For additional features, visit the drawdowns tool.
Volatility
MEDIX vs. VOO - Volatility Comparison
The current volatility for MFS Emerging Markets Debt Fund (MEDIX) is 1.23%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. 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.