MOGB.L vs. USSC.L
Compare and contrast key facts about VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L).
MOGB.L and USSC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MOGB.L is a passively managed fund by VanEck that tracks the performance of the Russell 1000 TR USD. It was launched on Oct 16, 2015. USSC.L is a passively managed fund by State Street that tracks the performance of the Russell 2000 TR USD. It was launched on Feb 18, 2015. Both MOGB.L and USSC.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOGB.L or USSC.L.
Key characteristics
| MOGB.L | USSC.L | |
|---|---|---|
| YTD Return | 16.05% | 16.04% |
| 1Y Return | 24.73% | 33.88% |
| 3Y Return (Ann) | 5.39% | 7.43% |
| 5Y Return (Ann) | 10.68% | 14.52% |
| Sharpe Ratio | 2.17 | 1.59 |
| Sortino Ratio | 3.04 | 2.41 |
| Omega Ratio | 1.39 | 1.30 |
| Calmar Ratio | 3.33 | 3.39 |
| Martin Ratio | 9.71 | 8.66 |
| Ulcer Index | 2.43% | 3.70% |
| Daily Std Dev | 10.87% | 20.66% |
| Max Drawdown | -24.07% | -48.99% |
| Current Drawdown | 0.00% | -1.12% |
Correlation
The correlation between MOGB.L and USSC.L is 0.76, 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
MOGB.L vs. USSC.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with MOGB.L having a 16.05% return and USSC.L slightly lower at 16.04%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MOGB.L vs. USSC.L - Expense Ratio Comparison
MOGB.L has a 0.49% expense ratio, which is higher than USSC.L's 0.30% expense ratio.
Risk-Adjusted Performance
MOGB.L vs. USSC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L). 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
MOGB.L vs. USSC.L - Dividend Comparison
Neither MOGB.L nor USSC.L has paid dividends to shareholders.
Drawdowns
MOGB.L vs. USSC.L - Drawdown Comparison
The maximum MOGB.L drawdown since its inception was -24.07%, smaller than the maximum USSC.L drawdown of -48.99%. Use the drawdown chart below to compare losses from any high point for MOGB.L and USSC.L. For additional features, visit the drawdowns tool.
Volatility
MOGB.L vs. USSC.L - Volatility Comparison
The current volatility for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) is 2.67%, while SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) has a volatility of 6.33%. This indicates that MOGB.L experiences smaller price fluctuations and is considered to be less risky than USSC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.