MSTSX vs. VOO
Compare and contrast key facts about Morningstar Global Opportunistic Equity Fund (MSTSX) and Vanguard S&P 500 ETF (VOO).
MSTSX 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: MSTSX or VOO.
Correlation
The correlation between MSTSX and VOO is 0.84, 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
MSTSX vs. VOO - Performance Comparison
Key characteristics
MSTSX:
0.72
VOO:
1.92
MSTSX:
0.97
VOO:
2.58
MSTSX:
1.15
VOO:
1.35
MSTSX:
0.67
VOO:
2.88
MSTSX:
2.24
VOO:
12.03
MSTSX:
3.89%
VOO:
2.02%
MSTSX:
12.07%
VOO:
12.69%
MSTSX:
-33.42%
VOO:
-33.99%
MSTSX:
-5.77%
VOO:
0.00%
Returns By Period
In the year-to-date period, MSTSX achieves a 5.65% return, which is significantly higher than VOO's 4.36% return.
MSTSX
5.65%
4.35%
-0.92%
7.78%
3.06%
N/A
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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MSTSX vs. VOO - Expense Ratio Comparison
MSTSX has a 0.78% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MSTSX vs. VOO — Risk-Adjusted Performance Rank
MSTSX
VOO
MSTSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar Global Opportunistic Equity Fund (MSTSX) 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
MSTSX vs. VOO - Dividend Comparison
MSTSX's dividend yield for the trailing twelve months is around 2.20%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTSX Morningstar Global Opportunistic Equity Fund | 2.20% | 2.33% | 2.35% | 1.32% | 2.56% | 2.01% | 1.99% | 1.13% | 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
MSTSX vs. VOO - Drawdown Comparison
The maximum MSTSX drawdown since its inception was -33.42%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MSTSX and VOO. For additional features, visit the drawdowns tool.
Volatility
MSTSX vs. VOO - Volatility Comparison
The current volatility for Morningstar Global Opportunistic Equity Fund (MSTSX) is 2.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.12%. This indicates that MSTSX 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.