MSEQX vs. SPY
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and SPDR S&P 500 ETF (SPY).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEQX or SPY.
Correlation
The correlation between MSEQX and SPY is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MSEQX vs. SPY - Performance Comparison
Key characteristics
MSEQX:
0.39
SPY:
-0.19
MSEQX:
0.71
SPY:
-0.14
MSEQX:
1.09
SPY:
0.98
MSEQX:
0.18
SPY:
-0.16
MSEQX:
1.38
SPY:
-0.82
MSEQX:
8.91%
SPY:
3.68%
MSEQX:
31.62%
SPY:
15.87%
MSEQX:
-78.57%
SPY:
-55.19%
MSEQX:
-60.89%
SPY:
-18.76%
Returns By Period
In the year-to-date period, MSEQX achieves a -20.48% return, which is significantly lower than SPY's -15.03% return. Over the past 10 years, MSEQX has underperformed SPY with an annualized return of 0.55%, while SPY has yielded a comparatively higher 10.91% annualized return.
MSEQX
-20.48%
-15.10%
1.53%
11.42%
-0.41%
0.55%
SPY
-15.03%
-13.53%
-12.83%
-3.07%
13.99%
10.91%
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MSEQX vs. SPY - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
MSEQX vs. SPY — Risk-Adjusted Performance Rank
MSEQX
SPY
MSEQX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and SPDR S&P 500 ETF (SPY). 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
MSEQX vs. SPY - Dividend Comparison
MSEQX's dividend yield for the trailing twelve months is around 0.69%, less than SPY's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | 0.69% | 0.55% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% |
SPY SPDR S&P 500 ETF | 1.44% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MSEQX vs. SPY - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -78.57%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MSEQX and SPY. For additional features, visit the drawdowns tool.
Volatility
MSEQX vs. SPY - Volatility Comparison
Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 15.47% compared to SPDR S&P 500 ETF (SPY) at 9.02%. This indicates that MSEQX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.