Correlation
The correlation between MERIX and VOO is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
MERIX vs. VOO
Compare and contrast key facts about The Merger Fund Class I (MERIX) and Vanguard S&P 500 ETF (VOO).
MERIX is managed by Virtus Investment Partners. It was launched on Aug 1, 2013. 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: MERIX or VOO.
Performance
MERIX vs. VOO - Performance Comparison
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Key characteristics
MERIX:
2.91
VOO:
0.74
MERIX:
4.41
VOO:
1.04
MERIX:
1.63
VOO:
1.15
MERIX:
5.66
VOO:
0.68
MERIX:
18.98
VOO:
2.58
MERIX:
0.43%
VOO:
4.93%
MERIX:
2.71%
VOO:
19.54%
MERIX:
-9.33%
VOO:
-33.99%
MERIX:
0.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, MERIX achieves a 4.20% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, MERIX has underperformed VOO with an annualized return of 3.55%, while VOO has yielded a comparatively higher 12.81% annualized return.
MERIX
4.20%
0.80%
5.04%
7.83%
4.69%
3.70%
3.55%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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MERIX vs. VOO - Expense Ratio Comparison
MERIX has a 1.32% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MERIX vs. VOO — Risk-Adjusted Performance Rank
MERIX
VOO
MERIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Merger Fund Class I (MERIX) 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.
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Dividends
MERIX vs. VOO - Dividend Comparison
MERIX's dividend yield for the trailing twelve months is around 3.60%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MERIX The Merger Fund Class I | 3.60% | 3.75% | 2.91% | 4.75% | 0.27% | 3.64% | 1.34% | 4.85% | 0.98% | 0.89% | 1.63% | 4.24% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MERIX vs. VOO - Drawdown Comparison
The maximum MERIX drawdown since its inception was -9.33%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MERIX and VOO.
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Volatility
MERIX vs. VOO - Volatility Comparison
The current volatility for The Merger Fund Class I (MERIX) is 0.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that MERIX 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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