Correlation
The correlation between MSTFX and VOO is 0.76, 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.
MSTFX vs. VOO
Compare and contrast key facts about Morningstar International Equity Fund (MSTFX) and Vanguard S&P 500 ETF (VOO).
MSTFX is managed by Morningstar. It was launched on Nov 2, 2018. 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: MSTFX or VOO.
Performance
MSTFX vs. VOO - Performance Comparison
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Key characteristics
MSTFX:
0.70
VOO:
0.70
MSTFX:
0.98
VOO:
1.05
MSTFX:
1.13
VOO:
1.15
MSTFX:
0.73
VOO:
0.69
MSTFX:
2.20
VOO:
2.62
MSTFX:
4.60%
VOO:
4.93%
MSTFX:
16.38%
VOO:
19.55%
MSTFX:
-36.65%
VOO:
-33.99%
MSTFX:
-0.27%
VOO:
-3.45%
Returns By Period
In the year-to-date period, MSTFX achieves a 13.43% return, which is significantly higher than VOO's 1.00% return.
MSTFX
13.43%
4.79%
12.13%
11.38%
8.11%
10.00%
N/A
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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MSTFX vs. VOO - Expense Ratio Comparison
MSTFX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MSTFX vs. VOO — Risk-Adjusted Performance Rank
MSTFX
VOO
MSTFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar International Equity Fund (MSTFX) 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.
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Dividends
MSTFX vs. VOO - Dividend Comparison
MSTFX's dividend yield for the trailing twelve months is around 4.22%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTFX Morningstar International Equity Fund | 4.22% | 4.79% | 2.38% | 3.61% | 15.58% | 2.76% | 2.65% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MSTFX vs. VOO - Drawdown Comparison
The maximum MSTFX drawdown since its inception was -36.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSTFX and VOO.
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Volatility
MSTFX vs. VOO - Volatility Comparison
The current volatility for Morningstar International Equity Fund (MSTFX) is 3.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that MSTFX 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.
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