MSCI vs. SPGI
Compare and contrast key facts about MSCI Inc. (MSCI) and S&P Global Inc. (SPGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSCI or SPGI.
Correlation
The correlation between MSCI and SPGI is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MSCI vs. SPGI - Performance Comparison
Key characteristics
MSCI:
-0.18
SPGI:
0.34
MSCI:
-0.05
SPGI:
0.56
MSCI:
0.99
SPGI:
1.08
MSCI:
-0.15
SPGI:
0.40
MSCI:
-0.61
SPGI:
1.59
MSCI:
8.07%
SPGI:
4.21%
MSCI:
27.51%
SPGI:
19.39%
MSCI:
-69.06%
SPGI:
-74.67%
MSCI:
-22.16%
SPGI:
-16.82%
Fundamentals
MSCI:
$39.38B
SPGI:
$138.47B
MSCI:
$14.04
SPGI:
$12.37
MSCI:
36.14
SPGI:
36.50
MSCI:
2.45
SPGI:
1.83
MSCI:
$2.18B
SPGI:
$10.72B
MSCI:
$1.75B
SPGI:
$7.15B
MSCI:
$1.36B
SPGI:
$5.10B
Returns By Period
In the year-to-date period, MSCI achieves a -15.16% return, which is significantly lower than SPGI's -9.18% return. Over the past 10 years, MSCI has outperformed SPGI with an annualized return of 24.95%, while SPGI has yielded a comparatively lower 17.03% annualized return.
MSCI
-15.16%
-11.44%
-13.45%
-3.76%
14.53%
24.95%
SPGI
-9.18%
-13.65%
-11.53%
6.18%
14.58%
17.03%
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Risk-Adjusted Performance
MSCI vs. SPGI — Risk-Adjusted Performance Rank
MSCI
SPGI
MSCI vs. SPGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MSCI Inc. (MSCI) and S&P Global Inc. (SPGI). 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
MSCI vs. SPGI - Dividend Comparison
MSCI's dividend yield for the trailing twelve months is around 1.30%, more than SPGI's 0.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCI MSCI Inc. | 1.30% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
SPGI S&P Global Inc. | 0.82% | 0.73% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% | 1.35% |
Drawdowns
MSCI vs. SPGI - Drawdown Comparison
The maximum MSCI drawdown since its inception was -69.06%, smaller than the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for MSCI and SPGI. For additional features, visit the drawdowns tool.
Volatility
MSCI vs. SPGI - Volatility Comparison
MSCI Inc. (MSCI) and S&P Global Inc. (SPGI) have volatilities of 10.58% and 10.95%, 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.
Financials
MSCI vs. SPGI - Financials Comparison
This section allows you to compare key financial metrics between MSCI Inc. and S&P Global Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities