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 0.11, 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
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Key characteristics
MPV:
1.22
VOO:
0.52
MPV:
1.61
VOO:
0.89
MPV:
1.22
VOO:
1.13
MPV:
1.58
VOO:
0.57
MPV:
4.82
VOO:
2.18
MPV:
4.51%
VOO:
4.85%
MPV:
19.36%
VOO:
19.11%
MPV:
-54.02%
VOO:
-33.99%
MPV:
-2.38%
VOO:
-7.67%
Returns By Period
In the year-to-date period, MPV achieves a 0.70% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, MPV has underperformed VOO with an annualized return of 10.85%, while VOO has yielded a comparatively higher 12.42% annualized return.
MPV
0.70%
8.58%
6.93%
23.50%
17.70%
10.85%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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.
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Dividends
MPV vs. VOO - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 9.12%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 9.12% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 7.86% | 8.16% |
VOO Vanguard S&P 500 ETF | 1.34% | 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.
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Volatility
MPV vs. VOO - Volatility Comparison
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