MADVX vs. ITOT
Compare and contrast key facts about BlackRock Equity Dividend Fund (MADVX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
MADVX is managed by Blackrock. It was launched on Nov 29, 1988. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MADVX or ITOT.
Correlation
The correlation between MADVX and ITOT is 0.89, 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
MADVX vs. ITOT - Performance Comparison
Key characteristics
MADVX:
1.22
ITOT:
2.10
MADVX:
1.73
ITOT:
2.79
MADVX:
1.22
ITOT:
1.39
MADVX:
1.64
ITOT:
3.18
MADVX:
6.56
ITOT:
13.43
MADVX:
1.84%
ITOT:
2.01%
MADVX:
9.92%
ITOT:
12.87%
MADVX:
-50.66%
ITOT:
-55.20%
MADVX:
-6.23%
ITOT:
-3.03%
Returns By Period
In the year-to-date period, MADVX achieves a 9.78% return, which is significantly lower than ITOT's 24.93% return. Over the past 10 years, MADVX has underperformed ITOT with an annualized return of 4.25%, while ITOT has yielded a comparatively higher 12.59% annualized return.
MADVX
9.78%
-3.88%
2.56%
11.11%
8.28%
4.25%
ITOT
24.93%
0.06%
10.15%
25.61%
14.09%
12.59%
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MADVX vs. ITOT - Expense Ratio Comparison
MADVX has a 0.68% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
MADVX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund (MADVX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
MADVX vs. ITOT - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 11.20%, more than ITOT's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 11.20% | 7.08% | 13.50% | 12.15% | 6.35% | 13.15% | 2.33% | 1.77% | 1.95% | 2.30% | 1.96% | 1.86% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.22% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
MADVX vs. ITOT - Drawdown Comparison
The maximum MADVX drawdown since its inception was -50.66%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MADVX and ITOT. For additional features, visit the drawdowns tool.
Volatility
MADVX vs. ITOT - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund (MADVX) is 3.36%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.07%. This indicates that MADVX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.