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.
Performance
MXISX vs. VOO - Performance Comparison
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MXISX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 3.41% | 5.53% | 7.87% | 14.61% | -16.60% | 26.08% | 10.73% | 21.46% | -9.22% | 11.80% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, MXISX achieves a 3.41% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, MXISX has underperformed VOO with an annualized return of 8.96%, while VOO has yielded a comparatively higher 14.14% annualized return.
MXISX
- 1D
- 2.85%
- 1M
- -4.71%
- YTD
- 3.41%
- 6M
- 4.73%
- 1Y
- 19.70%
- 3Y*
- 9.60%
- 5Y*
- 3.72%
- 10Y*
- 8.96%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
MXISX vs. VOO — Risk / Return Rank
MXISX
VOO
MXISX vs. VOO - Risk-Adjusted Trends 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.
| MXISX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.01 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.53 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.55 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.94 | 7.31 | -2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MXISX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.01 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.71 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.79 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.83 | -0.64 |
Correlation
The correlation between MXISX and VOO is 0.77, 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.
Dividends
MXISX vs. VOO - Dividend Comparison
MXISX's dividend yield for the trailing twelve months is around 7.20%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 7.20% | 7.45% | 4.53% | 2.41% | 6.55% | 10.79% | 6.55% | 6.71% | 14.30% | 8.68% | 4.94% | 10.96% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
MXISX vs. VOO - Drawdown Comparison
The maximum MXISX drawdown since its inception was -70.66%, 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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Drawdown Indicators
| MXISX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.66% | -33.99% | -36.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -11.98% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -28.07% | -24.52% | -3.55% |
Max Drawdown (10Y)Largest decline over 10 years | -44.78% | -33.99% | -10.79% |
Current DrawdownCurrent decline from peak | -5.79% | -5.55% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -21.97% | -3.72% | -18.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.55% | +1.40% |
Volatility
MXISX vs. VOO - Volatility Comparison
Great-West S&P Small Cap 600 Index Fund (MXISX) has a higher volatility of 6.28% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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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Volatility by Period
| MXISX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 5.34% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.02% | 9.47% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.24% | 18.11% | +6.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 16.82% | +5.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.84% | 17.99% | +5.85% |