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:
-0.70
VOO:
0.32
MVO:
-0.83
VOO:
0.57
MVO:
0.89
VOO:
1.08
MVO:
-0.49
VOO:
0.32
MVO:
-1.34
VOO:
1.42
MVO:
22.37%
VOO:
4.19%
MVO:
42.82%
VOO:
18.73%
MVO:
-89.58%
VOO:
-33.99%
MVO:
-49.23%
VOO:
-13.85%
Returns By Period
In the year-to-date period, MVO achieves a -19.80% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, MVO has underperformed VOO with an annualized return of 6.06%, while VOO has yielded a comparatively higher 11.66% annualized return.
MVO
-19.80%
-3.19%
-29.85%
-27.86%
30.61%
6.06%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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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 20.99%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 20.99% | 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 | 1.44% | 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.
Volatility
MVO vs. VOO - Volatility Comparison
MV Oil Trust (MVO) has a higher volatility of 22.90% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. 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.