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MVO vs SPY

Comparison between MV Oil Trust (MVO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MVO, delivering a return of +13.7% compared to -15.3%

MVO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MVO
$18M
Winner
SPY
$784B
Expense Ratio
MVO
N/A
SPY
0.09%
Max Drawdown
MVO
97.78%
Winner
SPY
56.47%
Sharpe Ratio
MVO
-0.25
Winner
SPY
1.56
5Y Beta
Winner
MVO
0.20
SPY
1.00
Industry
MVO
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
MVO
1.98
SPY
28.29
Forward P/E
Winner
MVO
7.30
SPY
21.75
PEG Ratio
MVO
1.63
SPY
N/A
Dividend Yield
MVO
50.90%
SPY
N/A
5Y Dividends CAGR
Winner
MVO
18.63%
SPY
5.43%
5Y EPS CAGR
MVO
6.05%
Winner
SPY
25.98%
Debt to Equity
Winner
MVO
0.00%
SPY
30.79%
Free Cash Flow Yield
MVO
80.70%
SPY
N/A
P/S Ratio
Winner
MVO
1.72
SPY
3.79
P/B Ratio
MVO
9.54
Winner
SPY
5.67

MVO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MVO
-31.92%
Winner
SPY
+1.51%
3M
MVO
-34.38%
Winner
SPY
+12.46%
6M
Winner
MVO
+32.11%
SPY
+11.16%
1Y
MVO
-70.86%
Winner
SPY
+25.93%
5Y(CAGR)
MVO
-15.27%
Winner
SPY
+13.74%
10Y(CAGR)
MVO
+0.20%
Winner
SPY
+15.55%
Max(CAGR)
MVO
-1.73%
Winner
SPY
+8.53%

MVO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMVOSPY
2026+21.51%+10.13%
2025-83.09%+18.00%
2024-23.47%+25.59%
2023-14.98%+26.72%
2022+124.72%-18.64%
2021+225.66%+30.52%
2020-43.94%+17.28%
2019-2.95%+31.09%
2018-13.05%-5.24%
2017+46.87%+20.78%
2016+32.31%+13.59%
2015-64.14%+1.31%
2014-28.85%+14.56%
2013+5.26%+29.00%
2012-35.94%+14.17%
2011+8.00%+0.85%
2010+108.85%+13.14%
2009+150.98%+22.67%
2008-66.32%-36.25%
2007+23.81%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MVO vs SPY Drawdown Comparison

The maximum drawdown for MVO was -90.69%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MVO drawdown is -84.81%. The current SPY drawdown is -1.22%.

RankMVOSPY
#1-90.69%
Dec 30, 2022 - Nov 20, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-89.50%
Mar 9, 2012 - Mar 7, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-75.45%
Jul 2, 2008 - Mar 10, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.61%
Mar 8, 2022 - Sep 14, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.74%
Jul 18, 2011 - Mar 9, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.55%
Sep 15, 2022 - Oct 6, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.73%
Jul 20, 2007 - Jun 6, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.69%
Apr 12, 2010 - Jun 15, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.63%
Jan 11, 2011 - Jun 30, 2011		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.36%
Oct 6, 2022 - Dec 1, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.61%
Oct 6, 2010 - Nov 9, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.90%
Dec 1, 2022 - Dec 21, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.76%
Mar 16, 2007 - Jun 29, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.04%
Jun 18, 2010 - Jul 9, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.47%
Feb 14, 2007 - Mar 8, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MVO and SPY is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (1999 - 2026)

MVO vs SPY dividend yield comparison.

YearMVOSPY
202621.38%0.24%
202572.98%1.07%
202419.12%1.21%
202312.15%1.40%
202213.59%1.65%
202111.16%1.20%
202015.71%1.52%
201916.75%1.75%
201820.29%2.04%
20178.57%1.80%
20166.42%2.03%
201526.18%2.06%
201423.30%1.87%
201313.55%1.81%
201214.94%2.18%
20118.70%2.05%
20106.91%1.80%
20097.72%1.95%
200823.02%3.02%
200711.59%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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