MSB vs. VOO
Compare and contrast key facts about Mesabi Trust (MSB) 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: MSB or VOO.
Key characteristics
MSB | VOO | |
---|---|---|
YTD Return | -14.58% | 9.96% |
1Y Return | -10.62% | 28.53% |
3Y Return (Ann) | -17.63% | 9.44% |
5Y Return (Ann) | -3.12% | 14.75% |
10Y Return (Ann) | 7.01% | 12.84% |
Sharpe Ratio | -0.38 | 2.45 |
Daily Std Dev | 39.14% | 11.59% |
Max Drawdown | -92.01% | -33.99% |
Current Drawdown | -45.32% | -0.54% |
Correlation
The correlation between MSB and VOO is 0.34, 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
MSB vs. VOO - Performance Comparison
In the year-to-date period, MSB achieves a -14.58% return, which is significantly lower than VOO's 9.96% return. Over the past 10 years, MSB has underperformed VOO with an annualized return of 7.01%, while VOO has yielded a comparatively higher 12.84% 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
MSB vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mesabi Trust (MSB) 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
MSB vs. VOO - Dividend Comparison
MSB's dividend yield for the trailing twelve months is around 5.98%, more than VOO's 1.34% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Mesabi Trust | 5.98% | 1.71% | 20.14% | 10.83% | 5.95% | 14.27% | 11.78% | 5.92% | 5.14% | 15.04% | 10.24% | 6.92% |
Vanguard S&P 500 ETF | 1.34% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
MSB vs. VOO - Drawdown Comparison
The maximum MSB drawdown since its inception was -92.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSB and VOO. For additional features, visit the drawdowns tool.
Volatility
MSB vs. VOO - Volatility Comparison
Mesabi Trust (MSB) has a higher volatility of 8.61% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that MSB'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.