MFIN vs. XLG
Compare and contrast key facts about Medallion Financial Corp. (MFIN) and Invesco S&P 500® Top 50 ETF (XLG).
XLG is a passively managed fund by Invesco that tracks the performance of the Russell Top 50 Index. It was launched on May 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIN or XLG.
Key characteristics
| MFIN | XLG | |
|---|---|---|
| YTD Return | -16.07% | 25.50% |
| 1Y Return | 12.38% | 38.59% |
| 3Y Return (Ann) | 3.70% | 12.49% |
| 5Y Return (Ann) | 6.40% | 17.31% |
| 10Y Return (Ann) | -0.96% | 13.11% |
| Sharpe Ratio | 0.21 | 2.42 |
| Daily Std Dev | 44.42% | 14.99% |
| Max Drawdown | -90.32% | -53.81% |
| Current Drawdown | -34.04% | -1.73% |
Correlation
The correlation between MFIN and XLG is 0.33, 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
MFIN vs. XLG - Performance Comparison
In the year-to-date period, MFIN achieves a -16.07% return, which is significantly lower than XLG's 25.50% return. Over the past 10 years, MFIN has underperformed XLG with an annualized return of -0.96%, while XLG has yielded a comparatively higher 13.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MFIN vs. XLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medallion Financial Corp. (MFIN) and Invesco S&P 500® Top 50 ETF (XLG). 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
MFIN vs. XLG - Dividend Comparison
MFIN's dividend yield for the trailing twelve months is around 5.03%, more than XLG's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIN Medallion Financial Corp. | 5.03% | 3.45% | 4.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.87% | 14.06% | 9.49% | 6.20% |
XLG Invesco S&P 500® Top 50 ETF | 0.58% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% | 1.97% | 1.97% |
Drawdowns
MFIN vs. XLG - Drawdown Comparison
The maximum MFIN drawdown since its inception was -90.32%, which is greater than XLG's maximum drawdown of -53.81%. Use the drawdown chart below to compare losses from any high point for MFIN and XLG. For additional features, visit the drawdowns tool.
Volatility
MFIN vs. XLG - Volatility Comparison
Medallion Financial Corp. (MFIN) has a higher volatility of 7.10% compared to Invesco S&P 500® Top 50 ETF (XLG) at 5.16%. This indicates that MFIN's price experiences larger fluctuations and is considered to be riskier than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.