MRFOX vs. VOO
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and Vanguard S&P 500 ETF (VOO).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015. 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: MRFOX or VOO.
Correlation
The correlation between MRFOX and VOO is 0.81, 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
MRFOX vs. VOO - Performance Comparison
Key characteristics
MRFOX:
1.44
VOO:
2.25
MRFOX:
1.90
VOO:
2.98
MRFOX:
1.30
VOO:
1.42
MRFOX:
1.76
VOO:
3.31
MRFOX:
7.60
VOO:
14.77
MRFOX:
1.86%
VOO:
1.90%
MRFOX:
9.78%
VOO:
12.46%
MRFOX:
-29.10%
VOO:
-33.99%
MRFOX:
-7.53%
VOO:
-2.47%
Returns By Period
In the year-to-date period, MRFOX achieves a 12.61% return, which is significantly lower than VOO's 26.02% return.
MRFOX
12.61%
-4.10%
0.19%
13.09%
11.41%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MRFOX vs. VOO - Expense Ratio Comparison
MRFOX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MRFOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) 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
MRFOX vs. VOO - Dividend Comparison
MRFOX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 0.00% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
MRFOX vs. VOO - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MRFOX and VOO. For additional features, visit the drawdowns tool.
Volatility
MRFOX vs. VOO - Volatility Comparison
Marshfield Concentrated Opportunity Fund (MRFOX) has a higher volatility of 5.62% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that MRFOX'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.