VOC vs. MCD
Compare and contrast key facts about VOC Energy Trust (VOC) and McDonald's Corporation (MCD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOC or MCD.
Correlation
The correlation between VOC and MCD is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VOC vs. MCD - Performance Comparison
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Key characteristics
VOC:
-0.84
MCD:
0.96
VOC:
-1.21
MCD:
1.50
VOC:
0.84
MCD:
1.20
VOC:
-0.53
MCD:
1.20
VOC:
-1.58
MCD:
3.94
VOC:
25.25%
MCD:
5.23%
VOC:
46.24%
MCD:
20.26%
VOC:
-87.00%
MCD:
-73.62%
VOC:
-68.16%
MCD:
-0.83%
Fundamentals
VOC:
$54.06M
MCD:
$224.86B
VOC:
$0.62
MCD:
$11.57
VOC:
5.13
MCD:
27.18
VOC:
0.00
MCD:
2.72
VOC:
3.97
MCD:
8.75
VOC:
4.71
MCD:
0.00
VOC:
$17.86M
MCD:
$25.71B
VOC:
$17.66M
MCD:
$14.61B
VOC:
$10.63M
MCD:
$13.88B
Returns By Period
In the year-to-date period, VOC achieves a -30.18% return, which is significantly lower than MCD's 10.54% return. Over the past 10 years, VOC has underperformed MCD with an annualized return of 5.28%, while MCD has yielded a comparatively higher 15.11% annualized return.
VOC
-30.18%
16.77%
-34.18%
-38.53%
26.60%
5.28%
MCD
10.54%
3.08%
10.17%
19.33%
15.56%
15.11%
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Risk-Adjusted Performance
VOC vs. MCD — Risk-Adjusted Performance Rank
VOC
MCD
VOC vs. MCD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VOC Energy Trust (VOC) and McDonald's Corporation (MCD). 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.
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Dividends
VOC vs. MCD - Dividend Comparison
VOC's dividend yield for the trailing twelve months is around 18.31%, more than MCD's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 18.31% | 15.27% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% | 34.64% |
MCD McDonald's Corporation | 2.16% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% |
Drawdowns
VOC vs. MCD - Drawdown Comparison
The maximum VOC drawdown since its inception was -87.00%, which is greater than MCD's maximum drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for VOC and MCD. For additional features, visit the drawdowns tool.
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Volatility
VOC vs. MCD - Volatility Comparison
VOC Energy Trust (VOC) has a higher volatility of 20.67% compared to McDonald's Corporation (MCD) at 5.75%. This indicates that VOC's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
VOC vs. MCD - Financials Comparison
This section allows you to compare key financial metrics between VOC Energy Trust and McDonald's Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
VOC vs. MCD - Profitability Comparison
VOC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, VOC Energy Trust reported a gross profit of 1.90M and revenue of 1.90M. Therefore, the gross margin over that period was 100.0%.
MCD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported a gross profit of 3.34B and revenue of 5.96B. Therefore, the gross margin over that period was 56.0%.
VOC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, VOC Energy Trust reported an operating income of 1.45M and revenue of 1.90M, resulting in an operating margin of 76.1%.
MCD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported an operating income of 2.65B and revenue of 5.96B, resulting in an operating margin of 44.5%.
VOC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, VOC Energy Trust reported a net income of 1.45M and revenue of 1.90M, resulting in a net margin of 76.1%.
MCD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, McDonald's Corporation reported a net income of 1.87B and revenue of 5.96B, resulting in a net margin of 31.4%.