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:
-0.69
VOO:
2.25
MVO:
-0.84
VOO:
2.98
MVO:
0.90
VOO:
1.42
MVO:
-0.59
VOO:
3.31
MVO:
-1.31
VOO:
14.77
MVO:
16.51%
VOO:
1.90%
MVO:
31.11%
VOO:
12.46%
MVO:
-89.58%
VOO:
-33.99%
MVO:
-35.43%
VOO:
-2.47%
Returns By Period
In the year-to-date period, MVO achieves a -21.09% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, MVO has underperformed VOO with an annualized return of 6.87%, while VOO has yielded a comparatively higher 13.08% annualized return.
MVO
-21.09%
-9.80%
-3.97%
-21.48%
21.13%
6.87%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
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 18.74%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 18.74% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% | 23.30% | 13.55% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 10.58% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.