MTG vs. VOO
Compare and contrast key facts about MGIC Investment Corporation (MTG) and Vanguard S&P 500 ETF (VOO).
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: MTG or VOO.
Correlation
The correlation between MTG and VOO is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MTG vs. VOO - Performance Comparison
Key characteristics
MTG:
1.05
VOO:
0.32
MTG:
1.50
VOO:
0.57
MTG:
1.19
VOO:
1.08
MTG:
0.37
VOO:
0.32
MTG:
4.58
VOO:
1.42
MTG:
5.65%
VOO:
4.19%
MTG:
24.65%
VOO:
18.73%
MTG:
-98.86%
VOO:
-33.99%
MTG:
-62.76%
VOO:
-13.85%
Returns By Period
In the year-to-date period, MTG achieves a 1.89% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, MTG has underperformed VOO with an annualized return of 10.15%, while VOO has yielded a comparatively higher 11.66% annualized return.
MTG
1.89%
2.65%
-6.56%
25.40%
33.98%
10.15%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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Risk-Adjusted Performance
MTG vs. VOO — Risk-Adjusted Performance Rank
MTG
VOO
MTG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MGIC Investment Corporation (MTG) 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
MTG vs. VOO - Dividend Comparison
MTG's dividend yield for the trailing twelve months is around 2.10%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTG MGIC Investment Corporation | 2.10% | 2.07% | 2.23% | 2.77% | 1.94% | 1.91% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MTG vs. VOO - Drawdown Comparison
The maximum MTG drawdown since its inception was -98.86%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MTG and VOO. For additional features, visit the drawdowns tool.
Volatility
MTG vs. VOO - Volatility Comparison
The current volatility for MGIC Investment Corporation (MTG) is 12.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that MTG 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.