MINV.L vs. VOO
Compare and contrast key facts about iShares Edge MSCI World Minimum Volatility UCITS ETF (MINV.L) and Vanguard S&P 500 ETF (VOO).
MINV.L and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MINV.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 30, 2012. 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. Both MINV.L and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINV.L or VOO.
Key characteristics
MINV.L | VOO | |
---|---|---|
YTD Return | 11.88% | 19.24% |
1Y Return | 12.39% | 28.44% |
3Y Return (Ann) | 6.67% | 10.06% |
5Y Return (Ann) | 5.14% | 15.24% |
10Y Return (Ann) | 10.37% | 12.92% |
Sharpe Ratio | 1.68 | 2.11 |
Daily Std Dev | 7.60% | 12.65% |
Max Drawdown | -20.38% | -33.99% |
Current Drawdown | -0.46% | -0.33% |
Correlation
The correlation between MINV.L and VOO is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MINV.L vs. VOO - Performance Comparison
In the year-to-date period, MINV.L achieves a 11.88% return, which is significantly lower than VOO's 19.24% return. Over the past 10 years, MINV.L has underperformed VOO with an annualized return of 10.37%, while VOO has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MINV.L vs. VOO - Expense Ratio Comparison
MINV.L has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MINV.L vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Minimum Volatility UCITS ETF (MINV.L) 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
MINV.L vs. VOO - Dividend Comparison
MINV.L has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares Edge MSCI World Minimum Volatility UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
MINV.L vs. VOO - Drawdown Comparison
The maximum MINV.L drawdown since its inception was -20.38%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MINV.L and VOO. For additional features, visit the drawdowns tool.
Volatility
MINV.L vs. VOO - Volatility Comparison
The current volatility for iShares Edge MSCI World Minimum Volatility UCITS ETF (MINV.L) is 2.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that MINV.L 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.