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.
Correlation
The correlation between MSB and VOO is 0.33, 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
Key characteristics
MSB:
2.57
VOO:
1.89
MSB:
3.82
VOO:
2.54
MSB:
1.47
VOO:
1.35
MSB:
2.42
VOO:
2.83
MSB:
15.13
VOO:
11.83
MSB:
7.67%
VOO:
2.02%
MSB:
45.14%
VOO:
12.66%
MSB:
-92.01%
VOO:
-33.99%
MSB:
0.00%
VOO:
-0.42%
Returns By Period
In the year-to-date period, MSB achieves a 40.12% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, MSB has outperformed VOO with an annualized return of 17.21%, while VOO has yielded a comparatively lower 13.26% annualized return.
MSB
40.12%
30.68%
125.35%
125.43%
21.80%
17.21%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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Risk-Adjusted Performance
MSB vs. VOO — Risk-Adjusted Performance Rank
MSB
VOO
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 21.35%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSB Mesabi Trust | 21.35% | 4.80% | 1.71% | 20.14% | 10.83% | 5.95% | 14.27% | 11.78% | 5.92% | 5.14% | 15.04% | 10.24% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 21.18% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.