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VOO vs. 5MVL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VOO vs. 5MVL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard S&P 500 ETF (VOO) and iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc) (5MVL.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

VOO is traded in USD, while 5MVL.DE is traded in EUR. To make them comparable, the 5MVL.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, VOO achieves a 10.99% return, which is significantly lower than 5MVL.DE's 44.91% return.


VOO

1D
1.74%
1M
2.12%
YTD
10.99%
6M
11.51%
1Y
27.95%
3Y*
21.25%
5Y*
13.93%
10Y*
15.72%

5MVL.DE

1D
2.61%
1M
8.42%
YTD
44.91%
6M
49.88%
1Y
81.84%
3Y*
36.08%
5Y*
16.95%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VOO vs. 5MVL.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VOO
Vanguard S&P 500 ETF
10.99%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-7.08%
5MVL.DE
iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc)
44.91%43.66%14.08%18.21%-15.49%4.17%7.14%17.82%-13.54%

Correlation

The correlation between VOO and 5MVL.DE is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.57

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Dec 6, 2018

0.49

The correlation between VOO and 5MVL.DE shifts across timeframes, from 0.46 (3 years) to 0.57 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

VOO vs. 5MVL.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VOO
VOO Risk / Return Rank: 7878
Overall Rank
VOO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7878
Sortino Ratio Rank
VOO Omega Ratio Rank: 7979
Omega Ratio Rank
VOO Calmar Ratio Rank: 6969
Calmar Ratio Rank
VOO Martin Ratio Rank: 8181
Martin Ratio Rank

5MVL.DE
5MVL.DE Risk / Return Rank: 9696
Overall Rank
5MVL.DE Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
5MVL.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
5MVL.DE Omega Ratio Rank: 9595
Omega Ratio Rank
5MVL.DE Calmar Ratio Rank: 9696
Calmar Ratio Rank
5MVL.DE Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VOO vs. 5MVL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 ETF (VOO) and iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc) (5MVL.DE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VOO5MVL.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.55

Sortino ratioReturn per unit of downside risk

-1.41

Omega ratioGain probability vs. loss probability

1.42

1.64

-0.23

Calmar ratioReturn relative to maximum drawdown

3.15

7.14

-3.98

Martin ratioReturn relative to average drawdown

14.25

22.51

-8.26

VOO vs. 5MVL.DE - Sharpe Ratio Comparison

The current VOO Sharpe Ratio is 2.28, which is lower than the 5MVL.DE Sharpe Ratio of 3.83. The chart below compares the historical Sharpe Ratios of VOO and 5MVL.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VOO vs. 5MVL.DE - Drawdown Comparison

The maximum VOO drawdown since its inception was -33.99%, roughly equal to the maximum 5MVL.DE drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for VOO and 5MVL.DE.


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Drawdown Indicators


VOO5MVL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.99%

-35.06%

+1.07%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

-11.41%

+2.51%

Max Drawdown (3Y)

Largest decline over 3 years

-18.69%

-16.96%

-1.73%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

-33.36%

+8.84%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-0.63%

-3.53%

+2.90%

Average Drawdown

Average peak-to-trough decline

-3.68%

-10.10%

+6.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

3.62%

-1.65%

Volatility

VOO vs. 5MVL.DE - Volatility Comparison

The current volatility for Vanguard S&P 500 ETF (VOO) is 4.61%, while iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc) (5MVL.DE) has a volatility of 9.37%. This indicates that VOO experiences smaller price fluctuations and is considered to be less risky than 5MVL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VOO5MVL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.61%

9.37%

-4.76%

Volatility (6M)

Calculated over the trailing 6-month period

9.72%

18.40%

-8.68%

Volatility (1Y)

Calculated over the trailing 1-year period

12.34%

21.32%

-8.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.90%

18.86%

-1.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.05%

20.65%

-2.60%

VOO vs. 5MVL.DE - Expense Ratio Comparison

VOO has a 0.03% expense ratio, which is lower than 5MVL.DE's 0.40% expense ratio.


Dividends

VOO vs. 5MVL.DE - Dividend Comparison

VOO's dividend yield for the trailing twelve months is around 1.03%, while 5MVL.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
5MVL.DE
iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.03%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions


VOO and 5MVL.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VOO is cheaper with a 0.03% expense ratio, compared with 0.40% for 5MVL.DE.

VOO is categorized as S&P 500, while 5MVL.DE is Emerging Markets Equities. VOO tracks S&P 500 Index, while 5MVL.DE tracks MSCI Emerging Markets Select Value Factor Focus. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.03% for VOO and 0.40% for 5MVL.DE.

Portfolio Optimizer

Find the right allocation for VOO and 5MVL.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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