MUOIX vs. SPY
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) and SPDR S&P 500 ETF (SPY).
MUOIX is managed by T. Rowe Price. It was launched on May 27, 2016. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUOIX or SPY.
Correlation
The correlation between MUOIX and SPY is 0.95, 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
MUOIX vs. SPY - Performance Comparison
Key characteristics
MUOIX:
1.71
SPY:
1.88
MUOIX:
2.34
SPY:
2.53
MUOIX:
1.31
SPY:
1.35
MUOIX:
2.24
SPY:
2.83
MUOIX:
8.74
SPY:
11.74
MUOIX:
2.76%
SPY:
2.02%
MUOIX:
14.06%
SPY:
12.64%
MUOIX:
-38.35%
SPY:
-55.19%
MUOIX:
-0.93%
SPY:
-0.42%
Returns By Period
In the year-to-date period, MUOIX achieves a 4.69% return, which is significantly higher than SPY's 4.15% return.
MUOIX
4.69%
1.81%
9.20%
25.09%
15.00%
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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MUOIX vs. SPY - Expense Ratio Comparison
MUOIX has a 0.80% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
MUOIX vs. SPY — Risk-Adjusted Performance Rank
MUOIX
SPY
MUOIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) and SPDR S&P 500 ETF (SPY). 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
MUOIX vs. SPY - Dividend Comparison
MUOIX's dividend yield for the trailing twelve months is around 0.07%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUOIX Morgan Stanley Institutional Fund, Inc. US Core Portfolio | 0.07% | 0.08% | 0.33% | 0.16% | 0.04% | 0.00% | 0.65% | 0.50% | 0.48% | 0.97% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MUOIX vs. SPY - Drawdown Comparison
The maximum MUOIX drawdown since its inception was -38.35%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MUOIX and SPY. For additional features, visit the drawdowns tool.
Volatility
MUOIX vs. SPY - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) has a higher volatility of 3.63% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that MUOIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.