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
Key characteristics
MVO:
-1.24
VOO:
1.92
MVO:
-1.82
VOO:
2.58
MVO:
0.77
VOO:
1.35
MVO:
-0.77
VOO:
2.88
MVO:
-2.34
VOO:
12.03
MVO:
19.50%
VOO:
2.02%
MVO:
36.75%
VOO:
12.69%
MVO:
-89.59%
VOO:
-33.99%
MVO:
-55.98%
VOO:
0.00%
Returns By Period
In the year-to-date period, MVO achieves a -30.47% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, MVO has underperformed VOO with an annualized return of 2.49%, while VOO has yielded a comparatively higher 13.28% annualized return.
MVO
-30.47%
-27.41%
-38.65%
-45.41%
16.45%
2.49%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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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.
Dividends
MVO vs. VOO - Dividend Comparison
MVO's dividend yield for the trailing twelve months is around 24.13%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 24.13% | 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 | 1.19% | 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 -89.59%, 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.
Volatility
MVO vs. VOO - Volatility Comparison
MV Oil Trust (MVO) has a higher volatility of 19.67% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. 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.