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.
Performance
MIOIX vs. VOO - Performance Comparison
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MIOIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIOIX Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | -10.22% | 12.64% | 19.32% | 21.11% | -43.76% | -5.25% | 55.49% | 35.20% | -12.03% | 53.41% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, MIOIX achieves a -10.22% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, MIOIX has underperformed VOO with an annualized return of 8.54%, while VOO has yielded a comparatively higher 14.14% annualized return.
MIOIX
- 1D
- 3.73%
- 1M
- -10.92%
- YTD
- -10.22%
- 6M
- -13.17%
- 1Y
- -1.10%
- 3Y*
- 7.75%
- 5Y*
- -5.30%
- 10Y*
- 8.54%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
MIOIX vs. VOO — Risk / Return Rank
MIOIX
VOO
MIOIX vs. VOO - Risk-Adjusted Trends 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.
| MIOIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.05 | 1.01 | -1.06 |
Sortino ratioReturn per unit of downside risk | 0.07 | 1.53 | -1.47 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.23 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.55 | -1.67 |
Martin ratioReturn relative to average drawdown | -0.41 | 7.31 | -7.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MIOIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.05 | 1.01 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | 0.71 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.79 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.83 | -0.41 |
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.
Dividends
MIOIX vs. VOO - Dividend Comparison
MIOIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIOIX Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | 0.00% | 0.00% | 0.16% | 0.00% | 9.25% | 2.13% | 0.24% | 0.00% | 0.24% | 1.63% | 0.02% | 3.15% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
MIOIX vs. VOO - Drawdown Comparison
The maximum MIOIX drawdown since its inception was -60.88%, 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.
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Drawdown Indicators
| MIOIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.88% | -33.99% | -26.89% |
Max Drawdown (1Y)Largest decline over 1 year | -18.50% | -11.98% | -6.52% |
Max Drawdown (5Y)Largest decline over 5 years | -56.75% | -24.52% | -32.23% |
Max Drawdown (10Y)Largest decline over 10 years | -60.88% | -33.99% | -26.89% |
Current DrawdownCurrent decline from peak | -34.06% | -5.55% | -28.51% |
Average DrawdownAverage peak-to-trough decline | -15.69% | -3.72% | -11.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 2.55% | +2.72% |
Volatility
MIOIX vs. VOO - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) has a higher volatility of 9.82% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| MIOIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.82% | 5.34% | +4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.69% | 9.47% | +5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.38% | 18.11% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 16.82% | +8.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 17.99% | +3.94% |