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.
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.
Performance
MXISX vs. VOO - Performance Comparison
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Key characteristics
MXISX:
-0.05
VOO:
0.72
MXISX:
0.19
VOO:
1.14
MXISX:
1.02
VOO:
1.17
MXISX:
0.00
VOO:
0.76
MXISX:
0.01
VOO:
2.87
MXISX:
10.30%
VOO:
4.94%
MXISX:
25.27%
VOO:
19.55%
MXISX:
-70.32%
VOO:
-33.99%
MXISX:
-16.31%
VOO:
-2.99%
Returns By Period
In the year-to-date period, MXISX achieves a -8.30% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, MXISX has underperformed VOO with an annualized return of 6.98%, while VOO has yielded a comparatively higher 12.96% annualized return.
MXISX
-8.30%
2.21%
-15.92%
-1.14%
2.35%
9.74%
6.98%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
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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 4.94%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 4.94% | 4.53% | 3.17% | 6.56% | 10.78% | 6.55% | 6.73% | 14.48% | 9.84% | 5.82% | 10.96% | 7.52% |
VOO Vanguard S&P 500 ETF | 1.28% | 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 -70.32%, 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.
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Volatility
MXISX vs. VOO - Volatility Comparison
Great-West S&P Small Cap 600 Index Fund (MXISX) has a higher volatility of 6.55% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. 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.
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