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:
0.39
VOO:
2.23
MXISX:
0.68
VOO:
2.96
MXISX:
1.09
VOO:
1.41
MXISX:
0.31
VOO:
3.32
MXISX:
2.04
VOO:
14.53
MXISX:
3.88%
VOO:
1.93%
MXISX:
20.45%
VOO:
12.60%
MXISX:
-53.77%
VOO:
-33.99%
MXISX:
-17.75%
VOO:
-2.27%
Returns By Period
The year-to-date returns for both stocks are quite close, with MXISX having a 1.07% return and VOO slightly lower at 1.04%. Over the past 10 years, MXISX has underperformed VOO with an annualized return of 1.88%, while VOO has yielded a comparatively higher 13.54% annualized return.
MXISX
1.07%
-10.03%
6.78%
8.00%
2.37%
1.88%
VOO
1.04%
-2.24%
7.45%
28.44%
14.74%
13.54%
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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 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 0.02%, less than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 0.02% | 0.02% | 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 | 1.23% | 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 7.32% compared to Vanguard S&P 500 ETF (VOO) at 4.32%. 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.