MSEX vs. VOO
Compare and contrast key facts about Middlesex Water Company (MSEX) 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: MSEX or VOO.
Correlation
The correlation between MSEX and VOO is 0.40, 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
MSEX vs. VOO - Performance Comparison
Key characteristics
MSEX:
0.87
VOO:
0.54
MSEX:
1.58
VOO:
0.88
MSEX:
1.18
VOO:
1.13
MSEX:
0.52
VOO:
0.55
MSEX:
2.28
VOO:
2.27
MSEX:
13.31%
VOO:
4.55%
MSEX:
34.95%
VOO:
19.19%
MSEX:
-60.51%
VOO:
-33.99%
MSEX:
-45.85%
VOO:
-9.90%
Returns By Period
In the year-to-date period, MSEX achieves a 17.53% return, which is significantly higher than VOO's -5.74% return. Both investments have delivered pretty close results over the past 10 years, with MSEX having a 12.44% annualized return and VOO not far behind at 12.12%.
MSEX
17.53%
-0.82%
-1.85%
27.82%
2.43%
12.44%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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Risk-Adjusted Performance
MSEX vs. VOO — Risk-Adjusted Performance Rank
MSEX
VOO
MSEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Middlesex Water Company (MSEX) 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
MSEX vs. VOO - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.16%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.16% | 2.50% | 1.92% | 1.50% | 0.92% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% | 3.31% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MSEX vs. VOO - Drawdown Comparison
The maximum MSEX drawdown since its inception was -60.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSEX and VOO. For additional features, visit the drawdowns tool.
Volatility
MSEX vs. VOO - Volatility Comparison
The current volatility for Middlesex Water Company (MSEX) is 8.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that MSEX 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.