MADVX vs. SPYD
Compare and contrast key facts about BlackRock Equity Dividend Fund (MADVX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
MADVX is managed by Blackrock. It was launched on Nov 29, 1988. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MADVX or SPYD.
Correlation
The correlation between MADVX and SPYD is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MADVX vs. SPYD - Performance Comparison
Key characteristics
MADVX:
-0.19
SPYD:
0.63
MADVX:
-0.15
SPYD:
0.95
MADVX:
0.98
SPYD:
1.13
MADVX:
-0.14
SPYD:
0.61
MADVX:
-0.56
SPYD:
2.11
MADVX:
5.69%
SPYD:
4.65%
MADVX:
16.55%
SPYD:
15.51%
MADVX:
-50.66%
SPYD:
-46.42%
MADVX:
-15.25%
SPYD:
-10.12%
Returns By Period
In the year-to-date period, MADVX achieves a 0.94% return, which is significantly higher than SPYD's -2.89% return.
MADVX
0.94%
-4.07%
-6.36%
-3.44%
4.17%
-0.80%
SPYD
-2.89%
-5.20%
-5.91%
10.11%
14.24%
N/A
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MADVX vs. SPYD - Expense Ratio Comparison
MADVX has a 0.68% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
MADVX vs. SPYD — Risk-Adjusted Performance Rank
MADVX
SPYD
MADVX vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund (MADVX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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. SPYD - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 2.41%, less than SPYD's 4.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 2.41% | 2.52% | 2.14% | 1.76% | 1.47% | 1.86% | 1.96% | 2.33% | 1.77% | 1.95% | 2.30% | 1.96% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.59% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
MADVX vs. SPYD - Drawdown Comparison
The maximum MADVX drawdown since its inception was -50.66%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for MADVX and SPYD. For additional features, visit the drawdowns tool.
Volatility
MADVX vs. SPYD - Volatility Comparison
BlackRock Equity Dividend Fund (MADVX) has a higher volatility of 11.38% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 10.51%. This indicates that MADVX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.