PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
MIOIX vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MIOIX vs. SPY

Last updated May 12, 2025

Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and SPDR S&P 500 ETF (SPY).

MIOIX is managed by T. Rowe Price. It was launched on Mar 30, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIOIX or SPY.

Correlation

The correlation between MIOIX and SPY is 0.30, 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.

Performance

MIOIX vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

MIOIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SPY

YTD

-3.42%

1M

5.69%

6M

-5.06%

1Y

9.73%

5Y*

16.26%

10Y*

12.24%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MIOIX vs. SPY - Expense Ratio Comparison

MIOIX has a 1.00% expense ratio, which is higher than SPY's 0.09% expense ratio.

MIOIX
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio
SPY
SPDR S&P 500 ETF

Risk-Adjusted Performance

MIOIX vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MIOIX
The Risk-Adjusted Performance Rank of MIOIX is 7676
Overall Rank
The Sharpe Ratio Rank of MIOIX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of MIOIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of MIOIX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of MIOIX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of MIOIX is 8484
Martin Ratio Rank
SPY
The Risk-Adjusted Performance Rank of SPY is 6363
Overall Rank
The Sharpe Ratio Rank of SPY is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MIOIX vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and SPDR S&P 500 ETF (SPY). 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.

No data
No data
No data
No data

Loading data...

Dividends

MIOIX vs. SPY - Dividend Comparison

MIOIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.

TTM20242023202220212020201920182017201620152014
MIOIX
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPY
SPDR S&P 500 ETF		1.27%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

MIOIX vs. SPY - Drawdown Comparison

Loading data...

Volatility

MIOIX vs. SPY - Volatility Comparison

Loading data...