MAEGX vs. VOO
Compare and contrast key facts about BlackRock Unconstrained Equity Fund (MAEGX) and Vanguard S&P 500 ETF (VOO).
MAEGX is managed by Blackrock. It was launched on Nov 3, 2005. 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: MAEGX or VOO.
Correlation
The correlation between MAEGX and VOO is 0.90, 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
MAEGX vs. VOO - Performance Comparison
Key characteristics
MAEGX:
0.65
VOO:
2.30
MAEGX:
1.01
VOO:
3.05
MAEGX:
1.12
VOO:
1.43
MAEGX:
0.37
VOO:
3.39
MAEGX:
2.85
VOO:
15.10
MAEGX:
3.57%
VOO:
1.90%
MAEGX:
15.56%
VOO:
12.48%
MAEGX:
-51.97%
VOO:
-33.99%
MAEGX:
-17.35%
VOO:
-0.76%
Returns By Period
In the year-to-date period, MAEGX achieves a 9.93% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, MAEGX has underperformed VOO with an annualized return of 1.54%, while VOO has yielded a comparatively higher 13.23% annualized return.
MAEGX
9.93%
0.85%
-2.86%
10.19%
0.67%
1.54%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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MAEGX vs. VOO - Expense Ratio Comparison
MAEGX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MAEGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Unconstrained Equity Fund (MAEGX) 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
MAEGX vs. VOO - Dividend Comparison
MAEGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAEGX BlackRock Unconstrained Equity Fund | 0.00% | 0.00% | 0.00% | 0.57% | 0.26% | 0.84% | 0.89% | 0.61% | 0.93% | 1.08% | 1.46% | 1.27% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
MAEGX vs. VOO - Drawdown Comparison
The maximum MAEGX drawdown since its inception was -51.97%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MAEGX and VOO. For additional features, visit the drawdowns tool.
Volatility
MAEGX vs. VOO - Volatility Comparison
BlackRock Unconstrained Equity Fund (MAEGX) has a higher volatility of 4.29% compared to Vanguard S&P 500 ETF (VOO) at 3.90%. This indicates that MAEGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.