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.
Performance
MXVIX vs. VOO - Performance Comparison
Loading graphics...
MXVIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | -7.14% | 17.30% | 24.31% | 25.57% | -18.56% | 29.04% | 16.96% | 30.84% | -5.32% | 21.05% |
VOO Vanguard S&P 500 ETF | -4.42% | 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, MXVIX achieves a -7.14% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, MXVIX has underperformed VOO with an annualized return of 12.80%, while VOO has yielded a comparatively higher 14.05% annualized return.
MXVIX
- 1D
- -0.39%
- 1M
- -7.71%
- YTD
- -7.14%
- 6M
- -4.80%
- 1Y
- 13.89%
- 3Y*
- 16.57%
- 5Y*
- 10.85%
- 10Y*
- 12.80%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXVIX vs. VOO - Expense Ratio Comparison
MXVIX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
MXVIX vs. VOO — Risk / Return Rank
MXVIX
VOO
MXVIX vs. VOO - Risk-Adjusted Trends 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.
| MXVIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.98 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.50 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.53 | -0.54 |
Martin ratioReturn relative to average drawdown | 4.71 | 7.29 | -2.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXVIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.98 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.78 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.83 | -0.39 |
Correlation
The correlation between MXVIX and VOO is 0.96, 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
MXVIX vs. VOO - Dividend Comparison
MXVIX's dividend yield for the trailing twelve months is around 0.41%, less than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | 0.41% | 0.38% | 0.95% | 5.22% | 1.25% | 4.97% | 8.27% | 5.11% | 10.56% | 2.06% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
MXVIX vs. VOO - Drawdown Comparison
The maximum MXVIX drawdown since its inception was -58.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MXVIX and VOO.
Loading graphics...
Drawdown Indicators
| MXVIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.12% | -33.99% | -24.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.98% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -24.52% | -0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -33.99% | +0.17% |
Current DrawdownCurrent decline from peak | -8.94% | -6.29% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -3.72% | -5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.52% | +0.38% |
Volatility
MXVIX vs. VOO - Volatility Comparison
The current volatility for Great-West S&P 500 Index Fund (MXVIX) is 4.23%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that MXVIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXVIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 5.29% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 9.44% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.21% | 18.10% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 16.82% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 17.99% | +0.19% |