MSEJX vs. VHYL.AS
Compare and contrast key facts about MM Equity Asset Fund (MSEJX) and Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing (VHYL.AS).
MSEJX is managed by MassMutual. It was launched on Sep 15, 2016. VHYL.AS is a passively managed fund by Vanguard that tracks the performance of the MSCI World High Dividend Yield NR USD. It was launched on May 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEJX or VHYL.AS.
Correlation
The correlation between MSEJX and VHYL.AS is 0.55, 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
MSEJX vs. VHYL.AS - Performance Comparison
Key characteristics
MSEJX:
-0.82
VHYL.AS:
1.98
MSEJX:
-0.76
VHYL.AS:
2.69
MSEJX:
0.73
VHYL.AS:
1.38
MSEJX:
-0.59
VHYL.AS:
2.78
MSEJX:
-2.05
VHYL.AS:
11.36
MSEJX:
16.21%
VHYL.AS:
1.63%
MSEJX:
40.67%
VHYL.AS:
9.34%
MSEJX:
-56.10%
VHYL.AS:
-34.08%
MSEJX:
-54.66%
VHYL.AS:
-0.57%
Returns By Period
In the year-to-date period, MSEJX achieves a -34.51% return, which is significantly lower than VHYL.AS's 5.64% return.
MSEJX
-34.51%
-0.00%
-40.72%
-32.92%
-8.93%
N/A
VHYL.AS
5.64%
2.39%
11.15%
19.09%
8.67%
7.18%
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MSEJX vs. VHYL.AS - Expense Ratio Comparison
MSEJX has a 0.22% expense ratio, which is lower than VHYL.AS's 0.29% expense ratio.
Risk-Adjusted Performance
MSEJX vs. VHYL.AS — Risk-Adjusted Performance Rank
MSEJX
VHYL.AS
MSEJX vs. VHYL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MM Equity Asset Fund (MSEJX) and Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing (VHYL.AS). 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
MSEJX vs. VHYL.AS - Dividend Comparison
MSEJX's dividend yield for the trailing twelve months is around 2.10%, less than VHYL.AS's 2.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEJX MM Equity Asset Fund | 2.10% | 1.32% | 1.43% | 1.59% | 1.39% | 1.55% | 1.39% | 7.65% | 2.22% | 0.57% | 0.00% | 0.00% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | 2.67% | 2.82% | 3.15% | 3.60% | 2.59% | 2.68% | 2.89% | 3.14% | 2.76% | 2.73% | 2.92% | 2.61% |
Drawdowns
MSEJX vs. VHYL.AS - Drawdown Comparison
The maximum MSEJX drawdown since its inception was -56.10%, which is greater than VHYL.AS's maximum drawdown of -34.08%. Use the drawdown chart below to compare losses from any high point for MSEJX and VHYL.AS. For additional features, visit the drawdowns tool.
Volatility
MSEJX vs. VHYL.AS - Volatility Comparison
The current volatility for MM Equity Asset Fund (MSEJX) is 0.58%, while Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing (VHYL.AS) has a volatility of 1.70%. This indicates that MSEJX experiences smaller price fluctuations and is considered to be less risky than VHYL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.