MSM vs. AIO
Compare and contrast key facts about MSC Industrial Direct Co., Inc. (MSM) and Virtus Artificial Intelligence & Technology Opportunities Fund (AIO).
AIO is managed by Virtus. It was launched on Oct 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSM or AIO.
Correlation
The correlation between MSM and AIO is 0.36, 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
MSM vs. AIO - Performance Comparison
Key characteristics
MSM:
-0.38
AIO:
0.39
MSM:
-0.35
AIO:
0.67
MSM:
0.96
AIO:
1.10
MSM:
-0.40
AIO:
0.33
MSM:
-0.99
AIO:
1.36
MSM:
11.78%
AIO:
7.32%
MSM:
31.07%
AIO:
25.47%
MSM:
-76.60%
AIO:
-44.88%
MSM:
-21.13%
AIO:
-22.54%
Returns By Period
In the year-to-date period, MSM achieves a 5.87% return, which is significantly higher than AIO's -19.17% return.
MSM
5.87%
-1.14%
-5.21%
-11.74%
10.63%
5.45%
AIO
-19.17%
-9.19%
-10.34%
11.04%
15.26%
N/A
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Risk-Adjusted Performance
MSM vs. AIO — Risk-Adjusted Performance Rank
MSM
AIO
MSM vs. AIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MSC Industrial Direct Co., Inc. (MSM) and Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). 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
MSM vs. AIO - Dividend Comparison
MSM's dividend yield for the trailing twelve months is around 4.37%, less than AIO's 9.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSM MSC Industrial Direct Co., Inc. | 4.37% | 4.47% | 3.16% | 3.72% | 3.57% | 13.63% | 3.52% | 3.08% | 2.36% | 1.88% | 2.90% | 5.81% |
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 9.28% | 7.30% | 10.34% | 11.12% | 19.97% | 9.30% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MSM vs. AIO - Drawdown Comparison
The maximum MSM drawdown since its inception was -76.60%, which is greater than AIO's maximum drawdown of -44.88%. Use the drawdown chart below to compare losses from any high point for MSM and AIO. For additional features, visit the drawdowns tool.
Volatility
MSM vs. AIO - Volatility Comparison
The current volatility for MSC Industrial Direct Co., Inc. (MSM) is 13.44%, while Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has a volatility of 15.54%. This indicates that MSM experiences smaller price fluctuations and is considered to be less risky than AIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.