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:
0.50
VOO:
2.21
MADVX:
0.70
VOO:
2.92
MADVX:
1.11
VOO:
1.41
MADVX:
0.33
VOO:
3.34
MADVX:
1.59
VOO:
14.07
MADVX:
3.81%
VOO:
2.01%
MADVX:
12.00%
VOO:
12.80%
MADVX:
-50.66%
VOO:
-33.99%
MADVX:
-13.34%
VOO:
-1.36%
Returns By Period
In the year-to-date period, MADVX achieves a 3.22% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, MADVX has underperformed VOO with an annualized return of -0.27%, while VOO has yielded a comparatively higher 13.52% annualized return.
MADVX
3.22%
4.04%
-1.24%
6.00%
0.27%
-0.27%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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.
Dividends
MADVX vs. VOO - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 2.44%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 2.44% | 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 | 1.22% | 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 4.02%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. 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.