MVO vs. VOO
Compare and contrast key facts about MV Oil Trust (MVO) and Vanguard S&P 500 ETF (VOO).
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: MVO or VOO.
Correlation
The correlation between MVO and VOO is 0.24, 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. VOO - Performance Comparison
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Key characteristics
MVO:
-0.77
VOO:
0.52
MVO:
-0.92
VOO:
0.89
MVO:
0.88
VOO:
1.13
MVO:
-0.53
VOO:
0.57
MVO:
-1.36
VOO:
2.18
MVO:
24.03%
VOO:
4.85%
MVO:
43.77%
VOO:
19.11%
MVO:
-89.58%
VOO:
-33.99%
MVO:
-51.09%
VOO:
-7.67%
Returns By Period
In the year-to-date period, MVO achieves a -22.75% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, MVO has underperformed VOO with an annualized return of 5.62%, while VOO has yielded a comparatively higher 12.42% annualized return.
MVO
-22.75%
5.11%
-29.67%
-30.00%
30.50%
5.62%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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Risk-Adjusted Performance
MVO vs. VOO — Risk-Adjusted Performance Rank
MVO
VOO
MVO vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MV Oil Trust (MVO) 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.
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Dividends
MVO vs. VOO - Dividend Comparison
MVO's dividend yield for the trailing twelve months is around 21.79%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 21.79% | 19.12% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% | 23.30% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MVO vs. VOO - Drawdown Comparison
The maximum MVO drawdown since its inception was -89.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MVO and VOO. For additional features, visit the drawdowns tool.
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Volatility
MVO vs. VOO - Volatility Comparison
MV Oil Trust (MVO) has a higher volatility of 16.72% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. This indicates that MVO's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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