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:
2.17
VOO:
0.32
MSB:
2.99
VOO:
0.57
MSB:
1.41
VOO:
1.08
MSB:
2.23
VOO:
0.32
MSB:
12.01
VOO:
1.42
MSB:
8.88%
VOO:
4.19%
MSB:
49.12%
VOO:
18.73%
MSB:
-92.01%
VOO:
-33.99%
MSB:
-13.83%
VOO:
-13.85%
Returns By Period
In the year-to-date period, MSB achieves a 20.74% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, MSB has outperformed VOO with an annualized return of 17.16%, while VOO has yielded a comparatively lower 11.66% annualized return.
MSB
20.74%
3.90%
36.04%
109.04%
30.63%
17.16%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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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 24.78%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSB Mesabi Trust | 24.78% | 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 | 1.44% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.14% and 13.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.