MHOIX vs. VOOG
Compare and contrast key facts about MFS Global High Yield Fund (MHOIX) and Vanguard S&P 500 Growth ETF (VOOG).
MHOIX is managed by MFS. It was launched on Jul 1, 1998. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
MHOIX vs. VOOG - Performance Comparison
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MHOIX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | -1.41% | 8.54% | 7.55% | 11.97% | -10.72% | 2.97% | 4.28% | 14.28% | -2.83% | 7.36% |
VOOG Vanguard S&P 500 Growth ETF | -8.17% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, MHOIX achieves a -1.41% return, which is significantly higher than VOOG's -8.17% return. Over the past 10 years, MHOIX has underperformed VOOG with an annualized return of 4.96%, while VOOG has yielded a comparatively higher 15.71% annualized return.
MHOIX
- 1D
- 0.00%
- 1M
- -2.27%
- YTD
- -1.41%
- 6M
- -0.17%
- 1Y
- 5.93%
- 3Y*
- 7.65%
- 5Y*
- 3.38%
- 10Y*
- 4.96%
VOOG
- 1D
- 4.02%
- 1M
- -5.34%
- YTD
- -8.17%
- 6M
- -6.12%
- 1Y
- 22.53%
- 3Y*
- 21.80%
- 5Y*
- 12.17%
- 10Y*
- 15.71%
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MHOIX vs. VOOG - Expense Ratio Comparison
MHOIX has a 0.81% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
MHOIX vs. VOOG — Risk / Return Rank
MHOIX
VOOG
MHOIX vs. VOOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global High Yield Fund (MHOIX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
| MHOIX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.02 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.52 | 1.58 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.22 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.66 | +0.32 |
Martin ratioReturn relative to average drawdown | 8.71 | 6.53 | +2.18 |
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
| MHOIX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.02 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.58 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.76 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.83 | +0.19 |
Correlation
The correlation between MHOIX and VOOG is 0.34, 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.
Dividends
MHOIX vs. VOOG - Dividend Comparison
MHOIX's dividend yield for the trailing twelve months is around 4.93%, more than VOOG's 0.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | 4.93% | 5.27% | 4.68% | 4.03% | 7.71% | 5.57% | 4.45% | 4.79% | 4.96% | 4.99% | 5.84% | 7.64% |
VOOG Vanguard S&P 500 Growth ETF | 0.54% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
MHOIX vs. VOOG - Drawdown Comparison
The maximum MHOIX drawdown since its inception was -40.07%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for MHOIX and VOOG.
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Drawdown Indicators
| MHOIX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -32.73% | -7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -13.71% | +10.66% |
Max Drawdown (5Y)Largest decline over 5 years | -16.50% | -32.73% | +16.23% |
Max Drawdown (10Y)Largest decline over 10 years | -19.76% | -32.73% | +12.97% |
Current DrawdownCurrent decline from peak | -2.27% | -10.25% | +7.98% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -5.00% | +1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 3.50% | -2.80% |
Volatility
MHOIX vs. VOOG - Volatility Comparison
The current volatility for MFS Global High Yield Fund (MHOIX) is 1.10%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.15%. This indicates that MHOIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHOIX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 7.15% | -6.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.09% | 12.62% | -10.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.44% | 22.25% | -18.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.88% | 21.16% | -16.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 20.65% | -15.59% |