BVDAX vs. MAANX
Compare and contrast key facts about BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) and Mutual of America Aggressive Allocation Fund (MAANX).
BVDAX is managed by BlackRock. It was launched on Apr 29, 2014. MAANX is managed by Mutual of America. It was launched on Nov 29, 2021.
Performance
BVDAX vs. MAANX - Performance Comparison
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BVDAX vs. MAANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BVDAX BlackRock 60/40 Target Allocation ETF VI Fund | -1.82% | 15.69% | 11.32% | 15.88% | -14.80% | 11.98% | 13.83% |
MAANX Mutual of America Aggressive Allocation Fund | -0.83% | 16.23% | 12.16% | 12.48% | -15.74% | 14.83% | 860.00% |
Returns By Period
In the year-to-date period, BVDAX achieves a -1.82% return, which is significantly lower than MAANX's -0.83% return.
BVDAX
- 1D
- 2.10%
- 1M
- -4.33%
- YTD
- -1.82%
- 6M
- -0.00%
- 1Y
- 13.67%
- 3Y*
- 11.70%
- 5Y*
- 6.26%
- 10Y*
- —
MAANX
- 1D
- 2.43%
- 1M
- -5.00%
- YTD
- -0.83%
- 6M
- 1.40%
- 1Y
- 16.59%
- 3Y*
- 11.51%
- 5Y*
- 5.55%
- 10Y*
- —
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BVDAX vs. MAANX - Expense Ratio Comparison
BVDAX has a 0.19% expense ratio, which is higher than MAANX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BVDAX vs. MAANX — Risk / Return Rank
BVDAX
MAANX
BVDAX vs. MAANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) and Mutual of America Aggressive Allocation Fund (MAANX). 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.
| BVDAX | MAANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.20 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.81 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 0.98 | +0.84 |
Martin ratioReturn relative to average drawdown | 7.93 | 4.58 | +3.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BVDAX | MAANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.20 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.39 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.16 | +0.52 |
Correlation
The correlation between BVDAX and MAANX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BVDAX vs. MAANX - Dividend Comparison
BVDAX's dividend yield for the trailing twelve months is around 6.40%, less than MAANX's 10.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BVDAX BlackRock 60/40 Target Allocation ETF VI Fund | 6.40% | 6.28% | 8.43% | 2.01% | 2.23% | 9.51% | 1.69% | 2.94% | 2.52% |
MAANX Mutual of America Aggressive Allocation Fund | 10.77% | 10.68% | 7.81% | 4.21% | 12.49% | 7.60% | 0.00% | 0.00% | 0.00% |
Drawdowns
BVDAX vs. MAANX - Drawdown Comparison
The maximum BVDAX drawdown since its inception was -22.25%, smaller than the maximum MAANX drawdown of -29.21%. Use the drawdown chart below to compare losses from any high point for BVDAX and MAANX.
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Drawdown Indicators
| BVDAX | MAANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.25% | -29.21% | +6.96% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -10.72% | +2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -20.57% | -22.63% | +2.06% |
Current DrawdownCurrent decline from peak | -5.07% | -5.86% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -5.72% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 2.81% | -1.00% |
Volatility
BVDAX vs. MAANX - Volatility Comparison
BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) and Mutual of America Aggressive Allocation Fund (MAANX) have volatilities of 4.49% and 4.39%, 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.
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Volatility by Period
| BVDAX | MAANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 4.39% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 8.48% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 15.67% | -3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.19% | 16.35% | -4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.16% | 385.82% | -373.66% |