MADVX vs. LVHD
Compare and contrast key facts about BlackRock Equity Dividend Fund (MADVX) and Legg Mason Low Volatility High Dividend ETF (LVHD).
MADVX is managed by Blackrock. It was launched on Nov 29, 1988. LVHD is a passively managed fund by Franklin Templeton that tracks the performance of the QS Low Volatility High Dividend Index. It was launched on Dec 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MADVX or LVHD.
Correlation
The correlation between MADVX and LVHD is 0.75, 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. LVHD - Performance Comparison
Key characteristics
MADVX:
1.22
LVHD:
1.09
MADVX:
1.73
LVHD:
1.55
MADVX:
1.22
LVHD:
1.20
MADVX:
1.64
LVHD:
1.20
MADVX:
6.56
LVHD:
4.63
MADVX:
1.84%
LVHD:
2.56%
MADVX:
9.92%
LVHD:
10.87%
MADVX:
-50.66%
LVHD:
-37.32%
MADVX:
-6.23%
LVHD:
-6.12%
Returns By Period
The year-to-date returns for both investments are quite close, with MADVX having a 9.78% return and LVHD slightly higher at 10.21%.
MADVX
9.78%
-3.88%
2.56%
11.11%
8.28%
4.25%
LVHD
10.21%
-3.49%
10.06%
11.31%
6.08%
N/A
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MADVX vs. LVHD - Expense Ratio Comparison
MADVX has a 0.68% expense ratio, which is higher than LVHD's 0.27% expense ratio.
Risk-Adjusted Performance
MADVX vs. LVHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund (MADVX) and Legg Mason Low Volatility High Dividend ETF (LVHD). 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. LVHD - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 11.20%, more than LVHD's 3.85% 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% |
LVHD Legg Mason Low Volatility High Dividend ETF | 3.85% | 3.55% | 3.30% | 2.56% | 3.27% | 3.30% | 3.81% | 3.33% | 2.18% | 0.00% | 0.00% | 0.00% |
Drawdowns
MADVX vs. LVHD - Drawdown Comparison
The maximum MADVX drawdown since its inception was -50.66%, which is greater than LVHD's maximum drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for MADVX and LVHD. For additional features, visit the drawdowns tool.
Volatility
MADVX vs. LVHD - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund (MADVX) is 3.36%, while Legg Mason Low Volatility High Dividend ETF (LVHD) has a volatility of 3.59%. This indicates that MADVX experiences smaller price fluctuations and is considered to be less risky than LVHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.