MHOIX vs. VEA
Compare and contrast key facts about MFS Global High Yield Fund (MHOIX) and Vanguard FTSE Developed Markets ETF (VEA).
MHOIX is managed by MFS. It was launched on Jul 1, 1998. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MHOIX or VEA.
Correlation
The correlation between MHOIX and VEA is 0.39, 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
MHOIX vs. VEA - Performance Comparison
Key characteristics
MHOIX:
2.98
VEA:
0.80
MHOIX:
4.93
VEA:
1.18
MHOIX:
1.76
VEA:
1.14
MHOIX:
6.16
VEA:
1.07
MHOIX:
20.55
VEA:
2.52
MHOIX:
0.44%
VEA:
4.13%
MHOIX:
3.04%
VEA:
12.97%
MHOIX:
-40.08%
VEA:
-60.69%
MHOIX:
-0.18%
VEA:
-3.41%
Returns By Period
In the year-to-date period, MHOIX achieves a 0.72% return, which is significantly lower than VEA's 6.09% return. Over the past 10 years, MHOIX has underperformed VEA with an annualized return of 4.40%, while VEA has yielded a comparatively higher 5.63% annualized return.
MHOIX
0.72%
1.08%
4.25%
8.86%
3.49%
4.40%
VEA
6.09%
6.73%
3.84%
9.75%
6.07%
5.63%
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MHOIX vs. VEA - Expense Ratio Comparison
MHOIX has a 0.81% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
MHOIX vs. VEA — Risk-Adjusted Performance Rank
MHOIX
VEA
MHOIX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global High Yield Fund (MHOIX) and Vanguard FTSE Developed Markets ETF (VEA). 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
MHOIX vs. VEA - Dividend Comparison
MHOIX's dividend yield for the trailing twelve months is around 5.12%, more than VEA's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | 5.12% | 5.61% | 4.68% | 8.95% | 5.56% | 4.47% | 4.76% | 4.92% | 4.98% | 5.85% | 6.69% | 6.36% |
VEA Vanguard FTSE Developed Markets ETF | 3.16% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
MHOIX vs. VEA - Drawdown Comparison
The maximum MHOIX drawdown since its inception was -40.08%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for MHOIX and VEA. For additional features, visit the drawdowns tool.
Volatility
MHOIX vs. VEA - Volatility Comparison
The current volatility for MFS Global High Yield Fund (MHOIX) is 0.64%, while Vanguard FTSE Developed Markets ETF (VEA) has a volatility of 3.55%. This indicates that MHOIX experiences smaller price fluctuations and is considered to be less risky than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.