MSIQX vs. VOO
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) and Vanguard S&P 500 ETF (VOO).
MSIQX is managed by T. Rowe Price. It was launched on Aug 4, 1989. 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: MSIQX or VOO.
Correlation
The correlation between MSIQX 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
MSIQX vs. VOO - Performance Comparison
Key characteristics
MSIQX:
-0.58
VOO:
1.89
MSIQX:
-0.49
VOO:
2.54
MSIQX:
0.87
VOO:
1.35
MSIQX:
-0.42
VOO:
2.83
MSIQX:
-1.26
VOO:
11.83
MSIQX:
13.33%
VOO:
2.02%
MSIQX:
29.12%
VOO:
12.66%
MSIQX:
-63.58%
VOO:
-33.99%
MSIQX:
-33.66%
VOO:
-0.42%
Returns By Period
In the year-to-date period, MSIQX achieves a 8.57% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, MSIQX has underperformed VOO with an annualized return of -2.19%, while VOO has yielded a comparatively higher 13.26% annualized return.
MSIQX
8.57%
4.51%
-23.50%
-17.26%
-3.83%
-2.19%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MSIQX vs. VOO - Expense Ratio Comparison
MSIQX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MSIQX vs. VOO — Risk-Adjusted Performance Rank
MSIQX
VOO
MSIQX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) 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
MSIQX vs. VOO - Dividend Comparison
MSIQX's dividend yield for the trailing twelve months is around 4.34%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSIQX Morgan Stanley Institutional Fund, Inc. International Equity Portfolio | 4.34% | 4.72% | 2.27% | 1.10% | 2.16% | 1.36% | 2.17% | 2.85% | 1.91% | 1.07% | 2.89% | 3.11% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MSIQX vs. VOO - Drawdown Comparison
The maximum MSIQX drawdown since its inception was -63.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSIQX and VOO. For additional features, visit the drawdowns tool.
Volatility
MSIQX vs. VOO - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) has a higher volatility of 3.44% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that MSIQX'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.