MRC.L vs. VXUS
Compare and contrast key facts about The Mercantile Investment Trust plc (MRC.L) and Vanguard Total International Stock ETF (VXUS).
VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRC.L or VXUS.
Key characteristics
| MRC.L | VXUS | |
|---|---|---|
| YTD Return | 14.37% | 9.24% |
| 1Y Return | 28.98% | 16.56% |
| 3Y Return (Ann) | 0.04% | 1.81% |
| 5Y Return (Ann) | 6.66% | 6.76% |
| 10Y Return (Ann) | 17.24% | 4.70% |
| Sharpe Ratio | 1.56 | 1.29 |
| Daily Std Dev | 18.80% | 12.77% |
| Max Drawdown | -61.49% | -35.97% |
| Current Drawdown | -6.24% | -1.36% |
Correlation
The correlation between MRC.L and VXUS is 0.54, 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
MRC.L vs. VXUS - Performance Comparison
In the year-to-date period, MRC.L achieves a 14.37% return, which is significantly higher than VXUS's 9.24% return. Over the past 10 years, MRC.L has outperformed VXUS with an annualized return of 17.24%, while VXUS has yielded a comparatively lower 4.70% annualized return. 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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Risk-Adjusted Performance
MRC.L vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Mercantile Investment Trust plc (MRC.L) and Vanguard Total International Stock ETF (VXUS). 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
MRC.L vs. VXUS - Dividend Comparison
MRC.L's dividend yield for the trailing twelve months is around 3.10%, more than VXUS's 2.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRC.L The Mercantile Investment Trust plc | 3.10% | 3.36% | 3.59% | 2.50% | 2.67% | 2.52% | 20.80% | 21.45% | 25.53% | 16.44% | 0.03% | 7.75% |
VXUS Vanguard Total International Stock ETF | 2.48% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% | 3.40% | 2.70% |
Drawdowns
MRC.L vs. VXUS - Drawdown Comparison
The maximum MRC.L drawdown since its inception was -61.49%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for MRC.L and VXUS. For additional features, visit the drawdowns tool.
Volatility
MRC.L vs. VXUS - Volatility Comparison
The Mercantile Investment Trust plc (MRC.L) has a higher volatility of 4.43% compared to Vanguard Total International Stock ETF (VXUS) at 3.83%. This indicates that MRC.L's price experiences larger fluctuations and is considered to be riskier than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.