SPGI vs. MSCI

In the year-to-date period, SPGI achieves a -3.45% return, which is significantly higher than MSCI's -10.49% return. Over the past 10 years, SPGI has underperformed MSCI with an annualized return of 17.54%, while MSCI has yielded a comparatively higher 25.30% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for S&P Global Inc. (SPGI) and MSCI Inc. (MSCI). 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.

The current SPGI Sharpe Ratio is 0.78, which is comparable to the MSCI Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of SPGI and MSCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPGI's dividend yield for the trailing twelve months is around 0.77%, less than MSCI's 1.23% yield.

The maximum SPGI drawdown since its inception was -74.67%, which is greater than MSCI's maximum drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for SPGI and MSCI. For additional features, visit the drawdowns tool.

S&P Global Inc. (SPGI) and MSCI Inc. (MSCI) have volatilities of 14.46% and 14.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between S&P Global Inc. and MSCI Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.