MIAGX vs. VOO
Compare and contrast key facts about MFS Aggressive Growth Allocation Fund (MIAGX) and Vanguard S&P 500 ETF (VOO).
MIAGX is managed by MFS. It was launched on Jun 27, 2002. 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: MIAGX or VOO.
Correlation
The correlation between MIAGX and VOO is 0.94, 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.
Performance
MIAGX vs. VOO - Performance Comparison
Key characteristics
MIAGX:
0.22
VOO:
0.52
MIAGX:
0.45
VOO:
0.89
MIAGX:
1.06
VOO:
1.13
MIAGX:
0.23
VOO:
0.57
MIAGX:
0.84
VOO:
2.18
MIAGX:
4.70%
VOO:
4.85%
MIAGX:
15.56%
VOO:
19.11%
MIAGX:
-52.93%
VOO:
-33.99%
MIAGX:
-5.52%
VOO:
-7.67%
Returns By Period
In the year-to-date period, MIAGX achieves a 2.31% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, MIAGX has underperformed VOO with an annualized return of 5.67%, while VOO has yielded a comparatively higher 12.42% annualized return.
MIAGX
2.31%
6.88%
-4.49%
3.36%
8.36%
5.67%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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MIAGX vs. VOO - Expense Ratio Comparison
MIAGX has a 0.13% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
MIAGX vs. VOO — Risk-Adjusted Performance Rank
MIAGX
VOO
MIAGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Aggressive Growth Allocation Fund (MIAGX) 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.
Dividends
MIAGX vs. VOO - Dividend Comparison
MIAGX's dividend yield for the trailing twelve months is around 1.61%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | 1.61% | 1.64% | 1.19% | 2.02% | 3.19% | 0.71% | 1.37% | 1.94% | 1.60% | 1.25% | 1.87% | 1.50% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MIAGX vs. VOO - Drawdown Comparison
The maximum MIAGX drawdown since its inception was -52.93%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MIAGX and VOO. For additional features, visit the drawdowns tool.
Volatility
MIAGX vs. VOO - Volatility Comparison
The current volatility for MFS Aggressive Growth Allocation Fund (MIAGX) is 4.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that MIAGX 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.