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
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Key characteristics
MSB:
1.81
VOO:
0.74
MSB:
2.61
VOO:
1.15
MSB:
1.36
VOO:
1.17
MSB:
1.94
VOO:
0.77
MSB:
9.53
VOO:
2.94
MSB:
9.66%
VOO:
4.87%
MSB:
50.10%
VOO:
19.40%
MSB:
-92.01%
VOO:
-33.99%
MSB:
-21.31%
VOO:
-3.97%
Returns By Period
In the year-to-date period, MSB achieves a 10.26% return, which is significantly higher than VOO's 0.46% return. Over the past 10 years, MSB has outperformed VOO with an annualized return of 16.28%, while VOO has yielded a comparatively lower 12.74% annualized return.
MSB
10.26%
-3.57%
20.84%
89.82%
26.45%
16.28%
VOO
0.46%
9.97%
-1.04%
14.18%
17.41%
12.74%
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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.
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Dividends
MSB vs. VOO - Dividend Comparison
MSB's dividend yield for the trailing twelve months is around 28.74%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSB Mesabi Trust | 28.74% | 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 | 1.29% | 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.
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Volatility
MSB vs. VOO - Volatility Comparison
Mesabi Trust (MSB) has a higher volatility of 14.17% compared to Vanguard S&P 500 ETF (VOO) at 6.22%. 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.
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