PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
MVS.AX vs. VISM.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

MVS.AX vs. VISM.AX

Last updated Jul 16, 2026
Documentation

MVS.AX (VanEck Small Companies Masters ETF) and VISM.AX (Vanguard MSCI International Small Companies Index ETF) are both Small Cap Blend Equities funds - MVS.AX tracks the VanEck Small Companies Masters Index while VISM.AX tracks the Vanguard MSCI International Small Companies Index Index. Both are passively managed. Over the past 5 years, MVS.AX returned 0.87%/yr vs 8.19%/yr for VISM.AX. A 0.51 correlation means they provide meaningful diversification when combined.

Performance

MVS.AX vs. VISM.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in VanEck Small Companies Masters ETF (MVS.AX) and Vanguard MSCI International Small Companies Index ETF (VISM.AX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, MVS.AX achieves a -11.02% return, which is significantly lower than VISM.AX's 8.36% return.

MVS.AX

1D
0.00%
1M
-1.96%
6M
-12.40%
YTD
-11.02%
1Y
4.90%
3Y*
5.78%
5Y*
0.87%
10Y*
4.08%

VISM.AX

1D
-0.22%
1M
-0.63%
6M
5.57%
YTD
8.36%
1Y
16.46%
3Y*
14.38%
5Y*
8.19%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

MVS.AX vs. VISM.AX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
MVS.AX
VanEck Small Companies Masters ETF		-11.02%22.15%3.07%5.55%-17.66%17.90%1.99%17.85%-4.21%
VISM.AX
Vanguard MSCI International Small Companies Index ETF		8.36%12.20%16.67%14.76%-13.42%21.81%5.65%29.06%-9.49%

Correlation

The correlation between MVS.AX and VISM.AX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.47

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2018

0.51

The correlation between MVS.AX and VISM.AX has been stable across timeframes, ranging from 0.45 to 0.51 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VanEck Small Companies Masters ETF

Vanguard MSCI International Small Companies Index ETF

Return for Risk

MVS.AX vs. VISM.AX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MVS.AX
MVS.AX Risk / Return Rank: 1313
Overall Rank
MVS.AX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MVS.AX Sortino Ratio Rank: 1313
Sortino Ratio Rank
MVS.AX Omega Ratio Rank: 1313
Omega Ratio Rank
MVS.AX Calmar Ratio Rank: 1212
Calmar Ratio Rank
MVS.AX Martin Ratio Rank: 1212
Martin Ratio Rank
VISM.AX
VISM.AX Risk / Return Rank: 4444
Overall Rank
VISM.AX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
VISM.AX Sortino Ratio Rank: 4747
Sortino Ratio Rank
VISM.AX Omega Ratio Rank: 4747
Omega Ratio Rank
VISM.AX Calmar Ratio Rank: 3939
Calmar Ratio Rank
VISM.AX Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MVS.AX vs. VISM.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Small Companies Masters ETF (MVS.AX) and Vanguard MSCI International Small Companies Index ETF (VISM.AX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

MVS.AXVISM.AXDifference
Sharpe ratioReturn per unit of total volatility
0.23
1.35

-1.12

Sortino ratioReturn per unit of downside risk
0.49
1.98

-1.48

Omega ratioGain probability vs. loss probability

1.06

1.25

-0.19

Calmar ratioReturn relative to maximum drawdown

0.24

1.65

-1.41

Martin ratioReturn relative to average drawdown

0.51

5.50

-4.99

MVS.AX vs. VISM.AX - Sharpe Ratio Comparison

The current MVS.AX Sharpe Ratio is 0.23, which is lower than the VISM.AX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of MVS.AX and VISM.AX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

MVS.AX vs. VISM.AX - Drawdown Comparison

The maximum MVS.AX drawdown since its inception was -41.85%, which is greater than VISM.AX's maximum drawdown of -31.98%. Use the drawdown chart below to compare losses from any high point for MVS.AX and VISM.AX.

Loading charts...

Drawdown Indicators

MVS.AXVISM.AXDifference

Max Drawdown

Largest peak-to-trough decline

-41.85%

-31.98%

-9.87%

Max Drawdown (1Y)

Largest decline over 1 year

-21.58%

-10.64%

-10.94%

Max Drawdown (3Y)

Largest decline over 3 years

-21.58%

-15.91%

-5.67%

Max Drawdown (5Y)

Largest decline over 5 years

-25.51%

-24.47%

-1.04%

Max Drawdown (10Y)

Largest decline over 10 years

-41.85%

—

—

Current Drawdown

Current decline from peak

-14.40%

-2.83%

-11.57%

Average Drawdown

Average peak-to-trough decline

-8.15%

-6.64%

-1.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.25%

3.24%

+7.01%

Volatility

MVS.AX vs. VISM.AX - Volatility Comparison

VanEck Small Companies Masters ETF (MVS.AX) has a higher volatility of 4.38% compared to Vanguard MSCI International Small Companies Index ETF (VISM.AX) at 2.55%. This indicates that MVS.AX's price experiences larger fluctuations and is considered to be riskier than VISM.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

MVS.AXVISM.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.38%

2.55%

+1.83%

Volatility (6M)

Calculated over the trailing 6-month period

19.95%

10.58%

+9.37%

Volatility (1Y)

Calculated over the trailing 1-year period

22.21%

13.11%

+9.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.43%

14.41%

+3.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.08%

15.80%

+5.28%

Dividends

MVS.AX vs. VISM.AX - Dividend Comparison

MVS.AX's dividend yield for the trailing twelve months is around 1.30%, less than VISM.AX's 6.88% yield.

PositionTTM20252024202320222021202020192018201720162015
MVS.AX
VanEck Small Companies Masters ETF		1.30%1.36%1.78%2.01%2.34%3.08%3.46%3.74%1.68%2.96%2.87%0.25%
VISM.AX
Vanguard MSCI International Small Companies Index ETF		6.88%3.82%1.43%2.81%4.41%5.03%3.59%3.95%0.00%0.00%0.00%0.00%

Frequently Asked Questions

MVS.AX and VISM.AX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MVS.AX tracks VanEck Small Companies Masters Index, while VISM.AX tracks Vanguard MSCI International Small Companies Index Index. They also come from different issuers: VanEck and Vanguard.

Portfolio Optimizer

Find the right allocation for MVS.AX and VISM.AX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer