MPV vs. VOO
Compare and contrast key facts about Barings Participation Investors (MPV) 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: MPV or VOO.
Correlation
The correlation between MPV and VOO is 0.10, 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
MPV vs. VOO - Performance Comparison
Key characteristics
MPV:
0.95
VOO:
2.21
MPV:
1.37
VOO:
2.93
MPV:
1.19
VOO:
1.41
MPV:
1.50
VOO:
3.35
MPV:
4.96
VOO:
14.09
MPV:
3.13%
VOO:
2.01%
MPV:
16.41%
VOO:
12.78%
MPV:
-54.02%
VOO:
-33.99%
MPV:
-5.60%
VOO:
-0.46%
Returns By Period
In the year-to-date period, MPV achieves a -3.34% return, which is significantly lower than VOO's 2.90% return. Over the past 10 years, MPV has underperformed VOO with an annualized return of 10.54%, while VOO has yielded a comparatively higher 13.46% annualized return.
MPV
-3.34%
-1.33%
7.98%
15.91%
8.23%
10.54%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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Risk-Adjusted Performance
MPV vs. VOO — Risk-Adjusted Performance Rank
MPV
VOO
MPV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) 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
MPV vs. VOO - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 9.50%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 9.50% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 9.82% | 8.16% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MPV vs. VOO - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MPV and VOO. For additional features, visit the drawdowns tool.
Volatility
MPV vs. VOO - Volatility Comparison
Barings Participation Investors (MPV) has a higher volatility of 8.35% compared to Vanguard S&P 500 ETF (VOO) at 5.12%. This indicates that MPV'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.