MSDL vs. VOO
Compare and contrast key facts about Morgan Stanley Direct Lending Fund (MSDL) 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: MSDL or VOO.
Correlation
The correlation between MSDL and VOO is 0.23, 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
MSDL vs. VOO - Performance Comparison
Key characteristics
MSDL:
0.01
VOO:
0.75
MSDL:
0.18
VOO:
1.15
MSDL:
1.02
VOO:
1.17
MSDL:
0.01
VOO:
0.77
MSDL:
0.03
VOO:
3.04
MSDL:
9.96%
VOO:
4.72%
MSDL:
24.43%
VOO:
19.15%
MSDL:
-18.12%
VOO:
-33.99%
MSDL:
-10.66%
VOO:
-7.30%
Returns By Period
In the year-to-date period, MSDL achieves a -3.72% return, which is significantly lower than VOO's -3.02% return.
MSDL
-3.72%
-3.34%
2.25%
-0.66%
N/A
N/A
VOO
-3.02%
5.37%
-0.14%
12.28%
16.67%
12.58%
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Risk-Adjusted Performance
MSDL vs. VOO — Risk-Adjusted Performance Rank
MSDL
VOO
MSDL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Direct Lending Fund (MSDL) 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
MSDL vs. VOO - Dividend Comparison
MSDL's dividend yield for the trailing twelve months is around 11.33%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSDL Morgan Stanley Direct Lending Fund | 11.33% | 10.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MSDL vs. VOO - Drawdown Comparison
The maximum MSDL drawdown since its inception was -18.12%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSDL and VOO. For additional features, visit the drawdowns tool.
Volatility
MSDL vs. VOO - Volatility Comparison
The current volatility for Morgan Stanley Direct Lending Fund (MSDL) is 11.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.90%. This indicates that MSDL experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.