MERDX vs. VOO
Compare and contrast key facts about Meridian Growth Fund (MERDX) and Vanguard S&P 500 ETF (VOO).
MERDX is managed by Meridian. It was launched on Aug 1, 1984. 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
MERDX vs. VOO - Performance Comparison
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MERDX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MERDX Meridian Growth Fund | -7.90% | -6.25% | 6.42% | 15.29% | -29.13% | 15.58% | 24.93% | 27.67% | -7.30% | 25.64% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, MERDX achieves a -7.90% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, MERDX has underperformed VOO with an annualized return of 6.19%, while VOO has yielded a comparatively higher 14.14% annualized return.
MERDX
- 1D
- 2.97%
- 1M
- -7.13%
- YTD
- -7.90%
- 6M
- -7.90%
- 1Y
- -6.08%
- 3Y*
- -1.60%
- 5Y*
- -4.68%
- 10Y*
- 6.19%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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MERDX vs. VOO - Expense Ratio Comparison
MERDX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
MERDX vs. VOO — Risk / Return Rank
MERDX
VOO
MERDX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Growth Fund (MERDX) 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.
| MERDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.27 | 1.01 | -1.28 |
Sortino ratioReturn per unit of downside risk | -0.24 | 1.53 | -1.77 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.23 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.55 | -2.08 |
Martin ratioReturn relative to average drawdown | -1.49 | 7.31 | -8.80 |
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
| MERDX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | 1.01 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.71 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.79 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.83 | -0.40 |
Correlation
The correlation between MERDX and VOO is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MERDX vs. VOO - Dividend Comparison
MERDX's dividend yield for the trailing twelve months is around 9.80%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MERDX Meridian Growth Fund | 9.80% | 9.03% | 0.24% | 0.00% | 13.80% | 15.49% | 0.88% | 9.15% | 16.44% | 7.07% | 0.57% | 12.17% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
MERDX vs. VOO - Drawdown Comparison
The maximum MERDX drawdown since its inception was -48.45%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MERDX and VOO.
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Drawdown Indicators
| MERDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.45% | -33.99% | -14.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.50% | -11.98% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -37.93% | -24.52% | -13.41% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -33.99% | -6.65% |
Current DrawdownCurrent decline from peak | -30.69% | -5.55% | -25.14% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -3.72% | -6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 2.55% | +3.17% |
Volatility
MERDX vs. VOO - Volatility Comparison
Meridian Growth Fund (MERDX) has a higher volatility of 6.59% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that MERDX'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.
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Volatility by Period
| MERDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 5.34% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 9.47% | +2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.50% | 18.11% | +5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 16.82% | +4.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 17.99% | +3.30% |