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.
Performance
MADVX vs. VOO - Performance Comparison
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MADVX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | -1.25% | 21.70% | 6.98% | 12.71% | -3.97% | 20.13% | 4.03% | 27.58% | -7.15% | 16.31% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, MADVX achieves a -1.25% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, MADVX has underperformed VOO with an annualized return of 10.67%, while VOO has yielded a comparatively higher 14.14% annualized return.
MADVX
- 1D
- 2.39%
- 1M
- -5.98%
- YTD
- -1.25%
- 6M
- 3.63%
- 1Y
- 15.09%
- 3Y*
- 12.71%
- 5Y*
- 8.28%
- 10Y*
- 10.67%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
MADVX vs. VOO — Risk / Return Rank
MADVX
VOO
MADVX vs. VOO - Risk-Adjusted Trends 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.
| MADVX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.01 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.53 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.55 | -0.21 |
Martin ratioReturn relative to average drawdown | 5.76 | 7.31 | -1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MADVX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.01 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.71 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.79 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.83 | -0.18 |
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.
Dividends
MADVX vs. VOO - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 10.36%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 10.36% | 10.23% | 8.58% | 7.08% | 13.50% | 12.15% | 6.35% | 13.15% | 14.04% | 14.38% | 7.98% | 18.44% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| MADVX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.00% | -33.99% | -16.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -11.98% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -18.05% | -24.52% | +6.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.94% | -33.99% | -1.95% |
Current DrawdownCurrent decline from peak | -6.84% | -5.55% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -3.72% | -1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.55% | +0.18% |
Volatility
MADVX vs. VOO - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund (MADVX) is 4.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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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Volatility by Period
| MADVX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 5.34% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 9.47% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.47% | 18.11% | -2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.18% | 16.82% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 17.99% | -1.70% |