MSIF vs. VOO
MSIF (MSC Income Fund, Inc.) is a stock, while VOO (Vanguard S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past year, MSIF returned -22.36% vs 21.71% for VOO. At a 0.31 correlation, their price movements are largely independent.
Performance
MSIF vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, MSIF achieves a -8.02% return, which is significantly lower than VOO's 10.72% return.
MSIF
- 1D
- 2.29%
- 1M
- -0.34%
- 6M
- -10.41%
- YTD
- -8.02%
- 1Y
- -22.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- -0.53%
- 1M
- 0.35%
- 6M
- 9.07%
- YTD
- 10.72%
- 1Y
- 21.71%
- 3Y*
- 20.11%
- 5Y*
- 13.31%
- 10Y*
- 15.15%
MSIF vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSIF MSC Income Fund, Inc. | -8.02% | -6.00% |
VOO Vanguard S&P 500 ETF | 10.72% | 14.21% |
Correlation
The correlation between MSIF and VOO is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2025 | 0.31 |
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Return for Risk
MSIF vs. VOO — Risk / Return Rank
MSIF
VOO
MSIF vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MSC Income Fund, Inc. (MSIF) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSIF | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.58 | ||
| Sortino ratioReturn per unit of downside risk | -3.54 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.32 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 2.45 | -3.28 |
| Martin ratioReturn relative to average drawdown | -1.22 | 10.68 | -11.90 |
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Drawdowns
MSIF vs. VOO - Drawdown Comparison
The maximum MSIF drawdown since its inception was -30.63%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSIF and VOO.
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Drawdown Indicators
| MSIF | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.63% | -33.99% | +3.36% |
Max Drawdown (1Y)Largest decline over 1 year | -26.92% | -8.90% | -18.02% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.69% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -27.41% | -0.88% | -26.53% |
Average DrawdownAverage peak-to-trough decline | -17.24% | -3.67% | -13.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.38% | 2.04% | +16.34% |
Volatility
MSIF vs. VOO - Volatility Comparison
MSC Income Fund, Inc. (MSIF) has a higher volatility of 7.28% compared to Vanguard S&P 500 ETF (VOO) at 3.48%. This indicates that MSIF'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.
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Volatility by Period
| MSIF | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 3.48% | +3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 18.38% | 9.98% | +8.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.95% | 12.52% | +14.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.19% | 16.92% | +12.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.19% | 17.99% | +11.20% |
Dividends
MSIF vs. VOO - Dividend Comparison
MSIF's dividend yield for the trailing twelve months is around 10.24%, more than VOO's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSIF MSC Income Fund, Inc. | 10.24% | 10.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.06% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
MSIF and VOO have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSIF has higher volatility (7.28%) compared to VOO (3.48%). In terms of maximum drawdown, MSIF dropped -30.63% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.74 vs -0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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