MIOIX vs. VOO
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and Vanguard S&P 500 ETF (VOO).
MIOIX is managed by T. Rowe Price. It was launched on Mar 30, 2010. 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: MIOIX or VOO.
Correlation
The correlation between MIOIX and VOO is 0.73, 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
MIOIX vs. VOO - Performance Comparison
Key characteristics
MIOIX:
1.22
VOO:
1.35
MIOIX:
1.81
VOO:
1.84
MIOIX:
1.22
VOO:
1.25
MIOIX:
0.39
VOO:
2.04
MIOIX:
7.75
VOO:
8.32
MIOIX:
2.49%
VOO:
2.07%
MIOIX:
15.90%
VOO:
12.75%
MIOIX:
-61.72%
VOO:
-33.99%
MIOIX:
-38.23%
VOO:
-4.56%
Returns By Period
In the year-to-date period, MIOIX achieves a 5.71% return, which is significantly higher than VOO's -0.16% return. Over the past 10 years, MIOIX has underperformed VOO with an annualized return of 7.39%, while VOO has yielded a comparatively higher 12.73% annualized return.
MIOIX
5.71%
0.97%
10.02%
19.73%
3.88%
7.39%
VOO
-0.16%
-3.22%
5.49%
17.16%
16.49%
12.73%
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MIOIX vs. VOO - Expense Ratio Comparison
MIOIX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MIOIX vs. VOO — Risk-Adjusted Performance Rank
MIOIX
VOO
MIOIX vs. VOO - 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 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
MIOIX vs. VOO - Dividend Comparison
MIOIX's dividend yield for the trailing twelve months is around 0.15%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIOIX Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | 0.15% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.21% | 0.05% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MIOIX vs. VOO - Drawdown Comparison
The maximum MIOIX drawdown since its inception was -61.72%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MIOIX and VOO. For additional features, visit the drawdowns tool.
Volatility
MIOIX vs. VOO - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) has a higher volatility of 5.46% compared to Vanguard S&P 500 ETF (VOO) at 3.31%. This indicates that MIOIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.