MIOFX vs. VXUS
Compare and contrast key facts about Marsico International Opportunities Fund (MIOFX) and Vanguard Total International Stock ETF (VXUS).
MIOFX is managed by Marsico Investment Fund. It was launched on Jun 29, 2000. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIOFX or VXUS.
Correlation
The correlation between MIOFX and VXUS is 0.84, 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
MIOFX vs. VXUS - Performance Comparison
Key characteristics
MIOFX:
1.44
VXUS:
0.90
MIOFX:
2.03
VXUS:
1.31
MIOFX:
1.26
VXUS:
1.16
MIOFX:
1.48
VXUS:
1.19
MIOFX:
7.87
VXUS:
2.97
MIOFX:
3.35%
VXUS:
3.89%
MIOFX:
18.37%
VXUS:
12.82%
MIOFX:
-67.68%
VXUS:
-35.97%
MIOFX:
0.00%
VXUS:
-3.35%
Returns By Period
In the year-to-date period, MIOFX achieves a 10.98% return, which is significantly higher than VXUS's 5.41% return. Over the past 10 years, MIOFX has outperformed VXUS with an annualized return of 5.71%, while VXUS has yielded a comparatively lower 5.20% annualized return.
MIOFX
10.98%
11.35%
12.99%
29.73%
6.72%
5.71%
VXUS
5.41%
7.08%
4.40%
13.23%
5.52%
5.20%
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MIOFX vs. VXUS - Expense Ratio Comparison
MIOFX has a 1.50% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
MIOFX vs. VXUS — Risk-Adjusted Performance Rank
MIOFX
VXUS
MIOFX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico International Opportunities Fund (MIOFX) and Vanguard Total International Stock ETF (VXUS). 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
MIOFX vs. VXUS - Dividend Comparison
MIOFX has not paid dividends to shareholders, while VXUS's dividend yield for the trailing twelve months is around 3.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIOFX Marsico International Opportunities Fund | 0.00% | 0.00% | 0.38% | 0.17% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VXUS Vanguard Total International Stock ETF | 3.20% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
MIOFX vs. VXUS - Drawdown Comparison
The maximum MIOFX drawdown since its inception was -67.68%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for MIOFX and VXUS. For additional features, visit the drawdowns tool.
Volatility
MIOFX vs. VXUS - Volatility Comparison
Marsico International Opportunities Fund (MIOFX) has a higher volatility of 4.93% compared to Vanguard Total International Stock ETF (VXUS) at 3.33%. This indicates that MIOFX's price experiences larger fluctuations and is considered to be riskier than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.