MSEQX vs. VOO
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and Vanguard S&P 500 ETF (VOO).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. 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: MSEQX or VOO.
Correlation
The correlation between MSEQX and VOO is 0.73, 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. VOO - Performance Comparison
Key characteristics
MSEQX:
0.39
VOO:
-0.18
MSEQX:
0.71
VOO:
-0.13
MSEQX:
1.09
VOO:
0.98
MSEQX:
0.18
VOO:
-0.15
MSEQX:
1.38
VOO:
-0.78
MSEQX:
8.91%
VOO:
3.68%
MSEQX:
31.62%
VOO:
15.77%
MSEQX:
-78.57%
VOO:
-33.99%
MSEQX:
-60.89%
VOO:
-18.69%
Returns By Period
In the year-to-date period, MSEQX achieves a -20.48% return, which is significantly lower than VOO's -14.94% return. Over the past 10 years, MSEQX has underperformed VOO with an annualized return of 0.55%, while VOO has yielded a comparatively higher 10.99% annualized return.
MSEQX
-20.48%
-15.10%
1.53%
11.42%
-0.41%
0.55%
VOO
-14.94%
-13.44%
-12.73%
-2.90%
14.09%
10.99%
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MSEQX vs. VOO - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MSEQX vs. VOO — Risk-Adjusted Performance Rank
MSEQX
VOO
MSEQX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) 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
MSEQX vs. VOO - Dividend Comparison
MSEQX's dividend yield for the trailing twelve months is around 0.69%, less than VOO's 1.53% 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% |
VOO Vanguard S&P 500 ETF | 1.53% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MSEQX vs. VOO - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -78.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSEQX and VOO. For additional features, visit the drawdowns tool.
Volatility
MSEQX vs. VOO - Volatility Comparison
Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 15.47% compared to Vanguard S&P 500 ETF (VOO) at 8.84%. This indicates that MSEQX'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.