MADVX vs. VOO
Compare and contrast key facts about BlackRock Equity Dividend Fund (MADVX) and Vanguard S&P 500 ETF (VOO).
MADVX is managed by Blackrock. It was launched on Nov 29, 1988. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MADVX or VOO.
Correlation
The correlation between MADVX and VOO is 0.88, 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. VOO - Performance Comparison
Key characteristics
MADVX:
-0.02
VOO:
0.75
MADVX:
0.08
VOO:
1.15
MADVX:
1.01
VOO:
1.17
MADVX:
-0.02
VOO:
0.77
MADVX:
-0.07
VOO:
3.04
MADVX:
5.82%
VOO:
4.72%
MADVX:
16.60%
VOO:
19.15%
MADVX:
-50.66%
VOO:
-33.99%
MADVX:
-12.89%
VOO:
-7.30%
Returns By Period
In the year-to-date period, MADVX achieves a 3.75% return, which is significantly higher than VOO's -3.02% return. Over the past 10 years, MADVX has underperformed VOO with an annualized return of -0.43%, while VOO has yielded a comparatively higher 12.58% annualized return.
MADVX
3.75%
2.77%
-3.38%
-1.05%
5.06%
-0.43%
VOO
-3.02%
5.37%
-0.14%
12.28%
16.67%
12.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MADVX vs. VOO - Expense Ratio Comparison
MADVX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MADVX vs. VOO — Risk-Adjusted Performance Rank
MADVX
VOO
MADVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund (MADVX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 2.34%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 2.34% | 2.52% | 2.14% | 1.76% | 1.47% | 1.86% | 1.96% | 2.33% | 1.77% | 1.95% | 2.30% | 1.96% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MADVX vs. VOO - Drawdown Comparison
The maximum MADVX drawdown since its inception was -50.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MADVX and VOO. For additional features, visit the drawdowns tool.
Volatility
MADVX vs. VOO - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund (MADVX) is 11.45%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.90%. This indicates that MADVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.