MSTGX vs. VOO
Compare and contrast key facts about Morningstar Global Income Fund (MSTGX) and Vanguard S&P 500 ETF (VOO).
MSTGX is managed by Morningstar. It was launched on Nov 1, 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: MSTGX or VOO.
Correlation
The correlation between MSTGX and VOO is 0.78, 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
MSTGX vs. VOO - Performance Comparison
Key characteristics
MSTGX:
1.83
VOO:
1.88
MSTGX:
2.57
VOO:
2.53
MSTGX:
1.35
VOO:
1.35
MSTGX:
0.89
VOO:
2.81
MSTGX:
8.28
VOO:
11.78
MSTGX:
1.26%
VOO:
2.02%
MSTGX:
5.71%
VOO:
12.67%
MSTGX:
-27.96%
VOO:
-33.99%
MSTGX:
-2.35%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with MSTGX having a 4.57% return and VOO slightly higher at 4.61%.
MSTGX
4.57%
3.22%
3.41%
10.10%
1.95%
N/A
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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MSTGX vs. VOO - Expense Ratio Comparison
MSTGX has a 0.62% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MSTGX vs. VOO — Risk-Adjusted Performance Rank
MSTGX
VOO
MSTGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar Global Income Fund (MSTGX) 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
MSTGX vs. VOO - Dividend Comparison
MSTGX's dividend yield for the trailing twelve months is around 5.98%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTGX Morningstar Global Income Fund | 5.98% | 6.65% | 6.31% | 5.04% | 3.74% | 2.91% | 3.65% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% |
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
MSTGX vs. VOO - Drawdown Comparison
The maximum MSTGX drawdown since its inception was -27.96%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSTGX and VOO. For additional features, visit the drawdowns tool.
Volatility
MSTGX vs. VOO - Volatility Comparison
The current volatility for Morningstar Global Income Fund (MSTGX) is 1.57%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that MSTGX 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.