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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUSEX or VO.
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.
Performance
MUSEX vs. VO - Performance Comparison
Key characteristics
MUSEX:
0.76
VO:
1.54
MUSEX:
0.99
VO:
2.15
MUSEX:
1.17
VO:
1.27
MUSEX:
0.93
VO:
2.57
MUSEX:
2.50
VO:
6.88
MUSEX:
4.79%
VO:
2.74%
MUSEX:
15.87%
VO:
12.26%
MUSEX:
-57.76%
VO:
-58.88%
MUSEX:
-8.47%
VO:
-2.72%
Returns By Period
The year-to-date returns for both investments are quite close, with MUSEX having a 4.22% return and VO slightly higher at 4.40%. Over the past 10 years, MUSEX has underperformed VO with an annualized return of 6.46%, while VO has yielded a comparatively higher 9.61% annualized return.
MUSEX
4.22%
1.21%
0.34%
13.04%
6.31%
6.46%
VO
4.40%
-0.58%
9.68%
19.22%
10.13%
9.61%
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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.
Risk-Adjusted Performance
MUSEX vs. VO — Risk-Adjusted Performance Rank
MUSEX
VO
MUSEX vs. VO - Risk-Adjusted Performance 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.
Dividends
MUSEX vs. VO - Dividend Comparison
MUSEX's dividend yield for the trailing twelve months is around 0.86%, less than VO's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUSEX MFS Blended Research Core Equity Fund | 0.86% | 0.89% | 0.95% | 1.31% | 1.01% | 1.11% | 1.59% | 2.03% | 1.41% | 1.20% | 4.16% | 5.59% |
VO Vanguard Mid-Cap ETF | 1.43% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
MUSEX vs. VO - Drawdown Comparison
The maximum MUSEX drawdown since its inception was -57.76%, roughly equal to the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for MUSEX and VO. For additional features, visit the drawdowns tool.
Volatility
MUSEX vs. VO - Volatility Comparison
MFS Blended Research Core Equity Fund (MUSEX) has a higher volatility of 2.85% compared to Vanguard Mid-Cap ETF (VO) at 2.52%. This indicates that MUSEX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.