MIN vs. VOO
MIN (MFS Intermediate Income Trust) is a stock, while VOO (Vanguard S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, MIN returned 2.57%/yr vs 15.37%/yr for VOO. Their 0.12 correlation means their historical movements had little consistent relationship.
Performance
MIN vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, MIN achieves a -2.18% return, which is significantly lower than VOO's 13.74% return. Over the past 10 years, MIN has underperformed VOO with an annualized return of 2.57%, while VOO has yielded a comparatively higher 15.37% annualized return.
MIN
- 1D
- 0.41%
- 1M
- -1.21%
- 6M
- -1.77%
- YTD
- -2.18%
- 1Y
- -1.92%
- 3Y*
- 4.87%
- 5Y*
- 0.37%
- 10Y*
- 2.57%
- ALL TIME*
- 2.56%
VOO
- 1D
- 1.81%
- 1M
- 3.52%
- 6M
- 12.48%
- YTD
- 13.74%
- 1Y
- 23.65%
- 3Y*
- 21.57%
- 5Y*
- 13.38%
- 10Y*
- 15.37%
- ALL TIME*
- 15.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $437.83K | $405.57K | $437.56K | |
| $4.15B | $3.84B | $5.49B |
MIN vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIN MFS Intermediate Income Trust | -2.18% | 6.92% | 8.59% | 6.33% | -15.68% | 2.79% | 9.71% | 13.42% | -2.99% | 2.36% |
VOO Vanguard S&P 500 ETF | 13.74% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between MIN and VOO is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.12 |
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Return for Risk
MIN vs. VOO — Risk / Return Rank
MIN
VOO
MIN vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate Income Trust (MIN) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MIN | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.74 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.33 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 2.67 | -2.98 |
| Martin ratioReturn relative to average drawdown | -0.65 | 11.40 | -12.05 |
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Drawdowns
MIN vs. VOO - Drawdown Comparison
The maximum MIN drawdown since its inception was -31.15%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MIN and VOO.
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Drawdown Indicators
| MIN | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.15% | -33.99% | +2.84% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -8.90% | +2.70% |
Max Drawdown (3Y)Largest decline over 3 years | -7.08% | -18.69% | +11.61% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -24.52% | +5.21% |
Max Drawdown (10Y)Largest decline over 10 years | -19.31% | -33.99% | +14.68% |
Current DrawdownCurrent decline from peak | -4.02% | 0.00% | -4.02% |
Average DrawdownAverage peak-to-trough decline | -8.83% | -3.67% | -5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.08% | +0.87% |
Volatility
MIN vs. VOO - Volatility Comparison
The current volatility for MFS Intermediate Income Trust (MIN) is 2.69%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.11%. This indicates that MIN 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.
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Volatility by Period
| MIN | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.69% | 4.11% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 10.31% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 12.89% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.22% | 16.96% | -5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.41% | 18.03% | -7.62% |
Dividends
MIN vs. VOO - Dividend Comparison
MIN's dividend yield for the trailing twelve months is around 9.55%, more than VOO's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIN MFS Intermediate Income Trust | 9.55% | 8.78% | 9.11% | 9.36% | 10.04% | 8.97% | 8.90% | 9.04% | 9.70% | 9.37% | 9.39% | 9.71% |
VOO Vanguard S&P 500 ETF | 1.04% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
MIN and VOO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VOO has higher volatility (4.11%) compared to MIN (2.69%). In terms of maximum drawdown, MIN dropped -31.15% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.86 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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