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:
0.26
ITOT:
1.95
MADVX:
0.40
ITOT:
2.60
MADVX:
1.06
ITOT:
1.36
MADVX:
0.17
ITOT:
3.02
MADVX:
0.83
ITOT:
11.97
MADVX:
3.74%
ITOT:
2.15%
MADVX:
12.02%
ITOT:
13.17%
MADVX:
-50.66%
ITOT:
-55.20%
MADVX:
-14.44%
ITOT:
-2.58%
Returns By Period
In the year-to-date period, MADVX achieves a 1.90% return, which is significantly higher than ITOT's 1.38% return. Over the past 10 years, MADVX has underperformed ITOT with an annualized return of -0.41%, while ITOT has yielded a comparatively higher 12.92% annualized return.
MADVX
1.90%
-0.46%
-7.47%
4.04%
0.01%
-0.41%
ITOT
1.38%
-2.13%
7.48%
26.26%
13.46%
12.92%
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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 Rank
MADVX
ITOT
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 2.47%, more than ITOT's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 2.47% | 2.52% | 2.14% | 1.76% | 1.47% | 1.86% | 1.96% | 2.33% | 1.77% | 1.95% | 2.30% | 1.96% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.21% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
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 3.97%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 5.14%. 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.