MXISX vs. VOO
Compare and contrast key facts about Great-West S&P Small Cap 600 Index Fund (MXISX) and Vanguard S&P 500 ETF (VOO).
MXISX is managed by Great-West. It was launched on Dec 1, 1993. 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: MXISX or VOO.
Correlation
The correlation between MXISX and VOO is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MXISX vs. VOO - Performance Comparison
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Key characteristics
MXISX:
0.00
VOO:
0.70
MXISX:
0.23
VOO:
1.15
MXISX:
1.03
VOO:
1.17
MXISX:
0.03
VOO:
0.76
MXISX:
0.09
VOO:
2.93
MXISX:
9.67%
VOO:
4.86%
MXISX:
25.04%
VOO:
19.43%
MXISX:
-74.73%
VOO:
-33.99%
MXISX:
-14.71%
VOO:
-4.59%
Returns By Period
In the year-to-date period, MXISX achieves a -6.55% return, which is significantly lower than VOO's -0.19% return. Over the past 10 years, MXISX has underperformed VOO with an annualized return of 5.69%, while VOO has yielded a comparatively higher 12.67% annualized return.
MXISX
-6.55%
12.57%
-13.90%
0.12%
14.57%
5.69%
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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MXISX vs. VOO - Expense Ratio Comparison
MXISX has a 0.56% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MXISX vs. VOO — Risk-Adjusted Performance Rank
MXISX
VOO
MXISX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P Small Cap 600 Index Fund (MXISX) 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
MXISX vs. VOO - Dividend Comparison
MXISX's dividend yield for the trailing twelve months is around 0.84%, less than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 0.84% | 0.78% | 0.52% | 0.54% | 2.10% | 1.26% | 0.61% | 1.50% | 1.61% | 0.91% | 1.26% | 1.22% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MXISX vs. VOO - Drawdown Comparison
The maximum MXISX drawdown since its inception was -74.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MXISX and VOO. For additional features, visit the drawdowns tool.
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Volatility
MXISX vs. VOO - Volatility Comparison
Great-West S&P Small Cap 600 Index Fund (MXISX) and Vanguard S&P 500 ETF (VOO) have volatilities of 6.30% and 6.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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