MVO vs. OKE
Compare and contrast key facts about MV Oil Trust (MVO) and ONEOK, Inc. (OKE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVO or OKE.
Correlation
The correlation between MVO and OKE is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MVO vs. OKE - Performance Comparison
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Key characteristics
MVO:
-0.66
OKE:
0.40
MVO:
-0.87
OKE:
0.71
MVO:
0.89
OKE:
1.11
MVO:
-0.52
OKE:
0.41
MVO:
-1.32
OKE:
1.05
MVO:
24.06%
OKE:
12.46%
MVO:
43.56%
OKE:
31.08%
MVO:
-89.58%
OKE:
-80.17%
MVO:
-49.82%
OKE:
-24.36%
Fundamentals
MVO:
$67.28M
OKE:
$53.12B
MVO:
$1.54
OKE:
$5.12
MVO:
3.80
OKE:
16.61
MVO:
0.00
OKE:
1.43
MVO:
3.62
OKE:
2.13
MVO:
20.25
OKE:
2.41
MVO:
$13.02M
OKE:
$24.96B
MVO:
$12.89M
OKE:
$7.14B
MVO:
$12.31M
OKE:
$6.83B
Returns By Period
In the year-to-date period, MVO achieves a -20.74% return, which is significantly lower than OKE's -11.81% return. Over the past 10 years, MVO has underperformed OKE with an annualized return of 6.32%, while OKE has yielded a comparatively higher 13.57% annualized return.
MVO
-20.74%
-0.95%
-28.57%
-28.48%
30.11%
6.32%
OKE
-11.81%
6.10%
-17.88%
12.32%
31.51%
13.57%
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Risk-Adjusted Performance
MVO vs. OKE — Risk-Adjusted Performance Rank
MVO
OKE
MVO vs. OKE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MV Oil Trust (MVO) and ONEOK, Inc. (OKE). 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.
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Dividends
MVO vs. OKE - Dividend Comparison
MVO's dividend yield for the trailing twelve months is around 21.24%, more than OKE's 4.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 21.24% | 19.12% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% | 23.30% |
OKE ONEOK, Inc. | 4.67% | 3.94% | 5.44% | 5.69% | 6.36% | 9.74% | 4.66% | 6.01% | 5.09% | 4.28% | 9.85% | 4.27% |
Drawdowns
MVO vs. OKE - Drawdown Comparison
The maximum MVO drawdown since its inception was -89.58%, which is greater than OKE's maximum drawdown of -80.17%. Use the drawdown chart below to compare losses from any high point for MVO and OKE. For additional features, visit the drawdowns tool.
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Volatility
MVO vs. OKE - Volatility Comparison
MV Oil Trust (MVO) has a higher volatility of 13.92% compared to ONEOK, Inc. (OKE) at 11.42%. This indicates that MVO's price experiences larger fluctuations and is considered to be riskier than OKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MVO vs. OKE - Financials Comparison
This section allows you to compare key financial metrics between MV Oil Trust and ONEOK, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MVO vs. OKE - Profitability Comparison
MVO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MV Oil Trust reported a gross profit of 4.02M and revenue of 4.05M. Therefore, the gross margin over that period was 99.4%.
OKE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, ONEOK, Inc. reported a gross profit of 2.01B and revenue of 8.04B. Therefore, the gross margin over that period was 25.0%.
MVO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MV Oil Trust reported an operating income of 3.80M and revenue of 4.05M, resulting in an operating margin of 93.8%.
OKE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, ONEOK, Inc. reported an operating income of 1.22B and revenue of 8.04B, resulting in an operating margin of 15.2%.
MVO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MV Oil Trust reported a net income of 3.80M and revenue of 4.05M, resulting in a net margin of 93.8%.
OKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, ONEOK, Inc. reported a net income of 636.00M and revenue of 8.04B, resulting in a net margin of 7.9%.