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
Key characteristics
MXISX:
0.21
VOO:
1.76
MXISX:
0.43
VOO:
2.37
MXISX:
1.05
VOO:
1.32
MXISX:
0.16
VOO:
2.66
MXISX:
0.78
VOO:
11.10
MXISX:
5.11%
VOO:
2.02%
MXISX:
19.34%
VOO:
12.79%
MXISX:
-53.77%
VOO:
-33.99%
MXISX:
-19.65%
VOO:
-2.11%
Returns By Period
In the year-to-date period, MXISX achieves a -1.98% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, MXISX has underperformed VOO with an annualized return of 1.01%, while VOO has yielded a comparatively higher 13.03% annualized return.
MXISX
-1.98%
-5.02%
-5.42%
3.98%
2.10%
1.01%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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.
Dividends
MXISX vs. VOO - Dividend Comparison
MXISX's dividend yield for the trailing twelve months is around 0.80%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 0.80% | 0.78% | 0.52% | 0.54% | 2.10% | 1.26% | 0.61% | 1.49% | 1.61% | 0.92% | 1.26% | 1.22% |
VOO Vanguard S&P 500 ETF | 1.22% | 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 -53.77%, 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.
Volatility
MXISX vs. VOO - Volatility Comparison
Great-West S&P Small Cap 600 Index Fund (MXISX) has a higher volatility of 4.17% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that MXISX'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.