MXVIX vs. VOO
Compare and contrast key facts about Great-West S&P 500 Index Fund (MXVIX) and Vanguard S&P 500 ETF (VOO).
MXVIX is managed by Great-West. It was launched on Sep 8, 2003. 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: MXVIX or VOO.
Correlation
The correlation between MXVIX and VOO is 0.97, 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
MXVIX vs. VOO - Performance Comparison
Key characteristics
MXVIX:
1.98
VOO:
2.18
MXVIX:
2.63
VOO:
2.90
MXVIX:
1.37
VOO:
1.40
MXVIX:
3.07
VOO:
3.26
MXVIX:
12.92
VOO:
14.21
MXVIX:
2.01%
VOO:
1.94%
MXVIX:
13.07%
VOO:
12.66%
MXVIX:
-33.82%
VOO:
-33.99%
MXVIX:
-3.62%
VOO:
-2.81%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with MXVIX at 0.48% and VOO at 0.48%. Over the past 10 years, MXVIX has underperformed VOO with an annualized return of 12.12%, while VOO has yielded a comparatively higher 13.24% annualized return.
MXVIX
0.48%
-3.62%
5.60%
24.18%
13.59%
12.12%
VOO
0.48%
-2.81%
6.64%
25.77%
14.33%
13.24%
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MXVIX vs. VOO - Expense Ratio Comparison
MXVIX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MXVIX vs. VOO — Risk-Adjusted Performance Rank
MXVIX
VOO
MXVIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P 500 Index Fund (MXVIX) 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
MXVIX vs. VOO - Dividend Comparison
MXVIX's dividend yield for the trailing twelve months is around 0.11%, less than VOO's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | 0.11% | 0.11% | 0.43% | 0.39% | 0.35% | 0.68% | 0.66% | 0.92% | 0.80% | 0.90% | 1.26% | 1.48% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MXVIX vs. VOO - Drawdown Comparison
The maximum MXVIX drawdown since its inception was -33.82%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MXVIX and VOO. For additional features, visit the drawdowns tool.
Volatility
MXVIX vs. VOO - Volatility Comparison
Great-West S&P 500 Index Fund (MXVIX) has a higher volatility of 5.29% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. This indicates that MXVIX'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.