MOFG vs. VOO
Compare and contrast key facts about MidWestOne Financial Group, Inc. (MOFG) and Vanguard S&P 500 ETF (VOO).
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: MOFG or VOO.
Correlation
The correlation between MOFG and VOO is 0.41, 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
MOFG vs. VOO - Performance Comparison
Key characteristics
MOFG:
1.33
VOO:
1.98
MOFG:
2.11
VOO:
2.65
MOFG:
1.24
VOO:
1.36
MOFG:
1.19
VOO:
2.98
MOFG:
5.60
VOO:
12.44
MOFG:
8.62%
VOO:
2.02%
MOFG:
36.39%
VOO:
12.69%
MOFG:
-62.05%
VOO:
-33.99%
MOFG:
-4.58%
VOO:
0.00%
Returns By Period
In the year-to-date period, MOFG achieves a 10.13% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, MOFG has underperformed VOO with an annualized return of 4.29%, while VOO has yielded a comparatively higher 13.25% annualized return.
MOFG
10.13%
6.09%
17.15%
38.50%
3.70%
4.29%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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Risk-Adjusted Performance
MOFG vs. VOO — Risk-Adjusted Performance Rank
MOFG
VOO
MOFG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MidWestOne Financial Group, Inc. (MOFG) 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
MOFG vs. VOO - Dividend Comparison
MOFG's dividend yield for the trailing twelve months is around 3.02%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOFG MidWestOne Financial Group, Inc. | 3.02% | 3.33% | 3.60% | 2.99% | 2.78% | 3.59% | 2.24% | 3.14% | 2.00% | 1.70% | 1.97% | 2.01% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MOFG vs. VOO - Drawdown Comparison
The maximum MOFG drawdown since its inception was -62.05%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MOFG and VOO. For additional features, visit the drawdowns tool.
Volatility
MOFG vs. VOO - Volatility Comparison
MidWestOne Financial Group, Inc. (MOFG) has a higher volatility of 7.21% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that MOFG'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.