MVRL vs VOO
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN vs Vanguard S&P 500 ETF
Which is better, MVRL or VOO?
Trading-Leveraged Debt against Large Cap Blend.
VOO led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MVRL | VOO |
|---|---|---|
| Expense Ratio | - | 0.03% |
| AUM | $12M | $1.0T |
| Dividend Yield | 20.32% | 1.06% |
| Holdings | - | 506 |
| YTD Return | -34.81% | +13.57%Best |
| 1Y Return | -29.85% | +17.55%Best |
| 3Y Return (annualized) | -5.25% | +22.46%Best |
| 5Y Return (annualized) | -15.79% | +13.28%Best |
| Volatility (annualized) | 36.7% | 15.4%Best |
| Max Drawdown | -60.3% | -24.5%Best |
| $10,000 over 5 years | $4,235 | $18,654Best |
| Fund Family | UBS AG | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Debt | Large Cap Blend |
| Inception | Jun 2, 2020 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2020 to Oct 14, 2026 (6.4 years).
MVRL vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.4 years both funds cover.
MVRL vs VOO Performance
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) is an ETF from UBS AG and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MVRL returned -29.85% while VOO returned +17.55%. Year to date, MVRL is down 34.81% versus a gain of 13.57% for VOO.
Over three years, MVRL compounded at -5.25% per year against +22.46% for VOO; over five years the annualized figures are -15.79% and +13.28% respectively. Across the full 6-year window we track, VOO has the edge at +16.70% annualized vs -3.47%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MVRL has been the more volatile fund, with annualized monthly volatility of 36.7% compared with 15.4% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -60.3% for MVRL and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
You are not choosing between two funds in isolation.
Whichever of MVRL and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which performed better, MVRL or VOO?
Over the past year MVRL returned -29.85% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), MVRL annualized -3.47% vs +16.70% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MVRL or VOO?
MVRL has been the more volatile fund at 36.7% annualized versus 15.4% for VOO. Worst drawdown: MVRL -60.3% vs VOO -24.5%.
Should I hold both MVRL and VOO?
MVRL and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, MVRL or VOO?
MVRL yields 20.32% while VOO yields 1.06%, so MVRL currently pays the higher dividend yield.
Is VOO better than MVRL?
VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.