MGRAX vs. VOO
Compare and contrast key facts about MFS International Growth Fund (MGRAX) and Vanguard S&P 500 ETF (VOO).
MGRAX is managed by MFS. It was launched on Oct 23, 1995. 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
MGRAX vs. VOO - Performance Comparison
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MGRAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGRAX MFS International Growth Fund | -3.56% | 20.73% | 8.82% | 14.54% | -15.31% | 9.20% | 15.45% | 26.83% | -9.09% | 32.15% |
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
The year-to-date returns for both stocks are quite close, with MGRAX having a -3.56% return and VOO slightly lower at -3.66%. Over the past 10 years, MGRAX has underperformed VOO with an annualized return of 9.17%, while VOO has yielded a comparatively higher 14.14% annualized return.
MGRAX
- 1D
- 2.73%
- 1M
- -8.25%
- YTD
- -3.56%
- 6M
- -2.90%
- 1Y
- 10.99%
- 3Y*
- 9.98%
- 5Y*
- 5.65%
- 10Y*
- 9.17%
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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MGRAX vs. VOO - Expense Ratio Comparison
MGRAX has a 1.06% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
MGRAX vs. VOO — Risk / Return Rank
MGRAX
VOO
MGRAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) 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.
| MGRAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.01 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.53 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.55 | -0.69 |
Martin ratioReturn relative to average drawdown | 3.38 | 7.31 | -3.93 |
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
| MGRAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.01 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.71 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.79 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.83 | -0.46 |
Correlation
The correlation between MGRAX and VOO is 0.75, 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
MGRAX vs. VOO - Dividend Comparison
MGRAX's dividend yield for the trailing twelve months is around 5.55%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRAX MFS International Growth Fund | 5.55% | 5.35% | 5.99% | 2.56% | 2.69% | 6.62% | 0.56% | 1.42% | 3.82% | 2.26% | 1.01% | 1.06% |
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
MGRAX vs. VOO - Drawdown Comparison
The maximum MGRAX drawdown since its inception was -55.29%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MGRAX and VOO.
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Drawdown Indicators
| MGRAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.29% | -33.99% | -21.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -11.98% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -30.58% | -24.52% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -30.58% | -33.99% | +3.41% |
Current DrawdownCurrent decline from peak | -9.88% | -5.55% | -4.33% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -3.72% | -7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.55% | +0.60% |
Volatility
MGRAX vs. VOO - Volatility Comparison
MFS International Growth Fund (MGRAX) has a higher volatility of 6.53% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that MGRAX'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
| MGRAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 5.34% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 9.47% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 18.11% | -3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | 16.82% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 17.99% | -2.33% |