Correlation
The correlation between MUOIX and VOO 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.
MUOIX vs. VOO
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) and Vanguard S&P 500 ETF (VOO).
MUOIX is managed by T. Rowe Price. It was launched on May 27, 2016. 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: MUOIX or VOO.
Performance
MUOIX vs. VOO - Performance Comparison
Loading data...
Key characteristics
MUOIX:
0.64
VOO:
0.74
MUOIX:
0.94
VOO:
1.04
MUOIX:
1.13
VOO:
1.15
MUOIX:
0.63
VOO:
0.68
MUOIX:
2.17
VOO:
2.58
MUOIX:
5.35%
VOO:
4.93%
MUOIX:
20.07%
VOO:
19.54%
MUOIX:
-38.35%
VOO:
-33.99%
MUOIX:
-2.78%
VOO:
-3.55%
Returns By Period
In the year-to-date period, MUOIX achieves a 2.74% return, which is significantly higher than VOO's 0.90% return.
MUOIX
2.74%
6.51%
-1.22%
12.09%
13.58%
17.08%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MUOIX vs. VOO - Expense Ratio Comparison
MUOIX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MUOIX vs. VOO — Risk-Adjusted Performance Rank
MUOIX
VOO
MUOIX vs. VOO - 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 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.
Loading data...
Dividends
MUOIX vs. VOO - Dividend Comparison
MUOIX's dividend yield for the trailing twelve months is around 0.08%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUOIX Morgan Stanley Institutional Fund, Inc. US Core Portfolio | 0.08% | 0.08% | 0.33% | 0.21% | 0.04% | 0.30% | 1.35% | 1.51% | 0.48% | 0.97% | 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
MUOIX vs. VOO - Drawdown Comparison
The maximum MUOIX drawdown since its inception was -38.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MUOIX and VOO.
Loading data...
Volatility
MUOIX vs. VOO - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) is 4.29%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that MUOIX 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.
Loading data...