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 0.39, 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:
0.97
VOO:
-0.07
MSEX:
1.69
VOO:
0.01
MSEX:
1.20
VOO:
1.00
MSEX:
0.57
VOO:
-0.07
MSEX:
2.61
VOO:
-0.36
MSEX:
13.16%
VOO:
3.31%
MSEX:
35.50%
VOO:
15.79%
MSEX:
-60.51%
VOO:
-33.99%
MSEX:
-43.81%
VOO:
-17.13%
Returns By Period
In the year-to-date period, MSEX achieves a 21.97% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, MSEX has outperformed VOO with an annualized return of 13.15%, while VOO has yielded a comparatively lower 11.27% annualized return.
MSEX
21.97%
-0.75%
1.82%
35.17%
3.52%
13.15%
VOO
-13.30%
-11.78%
-11.02%
-0.99%
15.64%
11.27%
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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 2.09%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.09% | 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 | 1.50% | 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
Middlesex Water Company (MSEX) has a higher volatility of 10.49% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. This indicates that MSEX'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.