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
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Key characteristics
MADVX:
0.38
VOO:
0.58
MADVX:
0.60
VOO:
0.96
MADVX:
1.09
VOO:
1.14
MADVX:
0.42
VOO:
0.62
MADVX:
1.67
VOO:
2.36
MADVX:
3.29%
VOO:
4.90%
MADVX:
15.52%
VOO:
19.45%
MADVX:
-50.00%
VOO:
-33.99%
MADVX:
-1.83%
VOO:
-4.62%
Returns By Period
In the year-to-date period, MADVX achieves a 5.33% return, which is significantly higher than VOO's -0.22% return. Over the past 10 years, MADVX has underperformed VOO with an annualized return of 7.81%, while VOO has yielded a comparatively higher 12.59% annualized return.
MADVX
5.33%
8.69%
1.14%
5.80%
9.39%
13.47%
7.81%
VOO
-0.22%
13.42%
-0.65%
11.15%
16.14%
16.32%
12.59%
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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 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.
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Dividends
MADVX vs. VOO - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 2.31%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 2.31% | 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 | 1.30% | 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 -50.00%, 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.
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Volatility
MADVX vs. VOO - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund (MADVX) is 3.88%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.80%. 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.
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