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 0.89, 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. VOO - Performance Comparison
Key characteristics
MADVX:
1.22
VOO:
2.25
MADVX:
1.73
VOO:
2.98
MADVX:
1.22
VOO:
1.42
MADVX:
1.64
VOO:
3.31
MADVX:
6.56
VOO:
14.77
MADVX:
1.84%
VOO:
1.90%
MADVX:
9.92%
VOO:
12.46%
MADVX:
-50.66%
VOO:
-33.99%
MADVX:
-6.23%
VOO:
-2.47%
Returns By Period
In the year-to-date period, MADVX achieves a 9.78% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, MADVX has underperformed VOO with an annualized return of 4.25%, while VOO has yielded a comparatively higher 13.08% annualized return.
MADVX
9.78%
-3.88%
2.56%
11.11%
8.28%
4.25%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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 11.20%, more than VOO's 0.91% 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 3.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. 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.