MAAKX vs. IVV
Compare and contrast key facts about Mutual of America All America Fund (MAAKX) and iShares Core S&P 500 ETF (IVV).
MAAKX is managed by Mutual of America. It was launched on Nov 29, 2021. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAAKX or IVV.
Correlation
The correlation between MAAKX and IVV is 0.95, 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.
Performance
MAAKX vs. IVV - Performance Comparison
Key characteristics
MAAKX:
0.63
IVV:
1.98
MAAKX:
0.86
IVV:
2.65
MAAKX:
1.14
IVV:
1.36
MAAKX:
0.40
IVV:
2.98
MAAKX:
2.07
IVV:
12.36
MAAKX:
4.81%
IVV:
2.03%
MAAKX:
15.68%
IVV:
12.68%
MAAKX:
-35.71%
IVV:
-55.25%
MAAKX:
-18.09%
IVV:
0.00%
Returns By Period
In the year-to-date period, MAAKX achieves a 3.51% return, which is significantly lower than IVV's 4.08% return.
MAAKX
3.51%
1.06%
-0.97%
8.13%
0.29%
N/A
IVV
4.08%
2.07%
10.73%
23.73%
14.43%
13.31%
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MAAKX vs. IVV - Expense Ratio Comparison
MAAKX has a 0.54% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
MAAKX vs. IVV — Risk-Adjusted Performance Rank
MAAKX
IVV
MAAKX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mutual of America All America Fund (MAAKX) and iShares Core S&P 500 ETF (IVV). 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.
Dividends
MAAKX vs. IVV - Dividend Comparison
MAAKX's dividend yield for the trailing twelve months is around 0.97%, less than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAAKX Mutual of America All America Fund | 0.97% | 1.00% | 1.13% | 1.27% | 0.74% | 2.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
MAAKX vs. IVV - Drawdown Comparison
The maximum MAAKX drawdown since its inception was -35.71%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MAAKX and IVV. For additional features, visit the drawdowns tool.
Volatility
MAAKX vs. IVV - Volatility Comparison
Mutual of America All America Fund (MAAKX) and iShares Core S&P 500 ETF (IVV) have volatilities of 3.00% and 3.11%, 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.