MACPX vs. WFSPX
Compare and contrast key facts about BlackRock Sustainable Balanced Fund (MACPX) and iShares S&P 500 Index Fund (WFSPX).
MACPX is managed by BlackRock. It was launched on Nov 7, 1973. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
MACPX vs. WFSPX - Performance Comparison
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MACPX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MACPX BlackRock Sustainable Balanced Fund | -1.97% | 15.58% | 12.77% | 16.88% | -15.50% | 16.76% | 15.37% | 21.86% | -3.18% | 14.61% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, MACPX achieves a -1.97% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, MACPX has underperformed WFSPX with an annualized return of 9.48%, while WFSPX has yielded a comparatively higher 13.92% annualized return.
MACPX
- 1D
- 0.00%
- 1M
- -5.98%
- YTD
- -1.97%
- 6M
- 0.11%
- 1Y
- 12.95%
- 3Y*
- 12.01%
- 5Y*
- 7.49%
- 10Y*
- 9.48%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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MACPX vs. WFSPX - Expense Ratio Comparison
MACPX has a 0.50% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
MACPX vs. WFSPX — Risk / Return Rank
MACPX
WFSPX
MACPX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Balanced Fund (MACPX) and iShares S&P 500 Index Fund (WFSPX). 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.
| MACPX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.96 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.47 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.49 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.77 | 7.15 | -0.38 |
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
| MACPX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.96 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.70 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.78 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.13 | +0.52 |
Correlation
The correlation between MACPX and WFSPX is 0.92, 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
MACPX vs. WFSPX - Dividend Comparison
MACPX's dividend yield for the trailing twelve months is around 8.97%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACPX BlackRock Sustainable Balanced Fund | 8.97% | 8.79% | 7.66% | 3.00% | 3.91% | 12.46% | 4.22% | 5.49% | 8.12% | 19.65% | 4.94% | 5.32% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
MACPX vs. WFSPX - Drawdown Comparison
The maximum MACPX drawdown since its inception was -41.75%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for MACPX and WFSPX.
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Drawdown Indicators
| MACPX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.75% | -58.21% | +16.46% |
Max Drawdown (1Y)Largest decline over 1 year | -7.92% | -12.11% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -24.51% | +2.67% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -33.74% | +9.15% |
Current DrawdownCurrent decline from peak | -6.18% | -6.51% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -5.37% | -12.84% | +7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.53% | -0.79% |
Volatility
MACPX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock Sustainable Balanced Fund (MACPX) is 3.52%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that MACPX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MACPX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 5.17% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.06% | 9.44% | -3.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.37% | 18.21% | -7.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.03% | 16.88% | -5.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.41% | 18.00% | -6.59% |