MUSEX vs. VO
Compare and contrast key facts about MFS Blended Research Core Equity Fund (MUSEX) and Vanguard Mid-Cap ETF (VO).
MUSEX is managed by MFS. It was launched on Jan 14, 1994. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Performance
MUSEX vs. VO - Performance Comparison
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MUSEX vs. VO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUSEX MFS Blended Research Core Equity Fund | -6.06% | 16.10% | 25.17% | 28.30% | -16.02% | 29.24% | 15.47% | 28.80% | -7.82% | 18.95% |
VO Vanguard Mid-Cap ETF | -0.68% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, MUSEX achieves a -6.06% return, which is significantly lower than VO's -0.68% return. Over the past 10 years, MUSEX has outperformed VO with an annualized return of 12.76%, while VO has yielded a comparatively lower 10.67% annualized return.
MUSEX
- 1D
- -0.24%
- 1M
- -7.50%
- YTD
- -6.06%
- 6M
- -4.63%
- 1Y
- 14.03%
- 3Y*
- 18.00%
- 5Y*
- 11.85%
- 10Y*
- 12.76%
VO
- 1D
- 2.22%
- 1M
- -5.86%
- YTD
- -0.68%
- 6M
- -1.48%
- 1Y
- 12.73%
- 3Y*
- 12.61%
- 5Y*
- 6.66%
- 10Y*
- 10.67%
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MUSEX vs. VO - Expense Ratio Comparison
MUSEX has a 0.49% expense ratio, which is higher than VO's 0.04% expense ratio.
Return for Risk
MUSEX vs. VO — Risk / Return Rank
MUSEX
VO
MUSEX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity Fund (MUSEX) and Vanguard Mid-Cap ETF (VO). 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.
| MUSEX | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.73 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.12 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.05 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.64 | 4.84 | -0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MUSEX | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.73 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.38 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.57 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.48 | +0.02 |
Correlation
The correlation between MUSEX and VO is 0.91, 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.
Dividends
MUSEX vs. VO - Dividend Comparison
MUSEX's dividend yield for the trailing twelve months is around 7.62%, more than VO's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUSEX MFS Blended Research Core Equity Fund | 7.62% | 7.15% | 10.44% | 3.91% | 9.26% | 16.18% | 7.12% | 5.19% | 11.98% | 2.04% | 1.20% | 3.32% |
VO Vanguard Mid-Cap ETF | 1.51% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
MUSEX vs. VO - Drawdown Comparison
The maximum MUSEX drawdown since its inception was -54.78%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for MUSEX and VO.
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Drawdown Indicators
| MUSEX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -58.87% | +4.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -12.74% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -21.87% | -27.57% | +5.70% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -39.37% | +4.77% |
Current DrawdownCurrent decline from peak | -8.60% | -6.12% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -10.64% | -7.91% | -2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.76% | -0.12% |
Volatility
MUSEX vs. VO - Volatility Comparison
The current volatility for MFS Blended Research Core Equity Fund (MUSEX) is 4.51%, while Vanguard Mid-Cap ETF (VO) has a volatility of 4.89%. This indicates that MUSEX experiences smaller price fluctuations and is considered to be less risky than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUSEX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 4.89% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 9.72% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 17.57% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 17.62% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 18.94% | -0.65% |