MALOX vs. VOO
Compare and contrast key facts about BlackRock Global Allocation Fund (MALOX) and Vanguard S&P 500 ETF (VOO).
MALOX is managed by Blackrock. It was launched on Feb 2, 1989. 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: MALOX or VOO.
Correlation
The correlation between MALOX 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
MALOX vs. VOO - Performance Comparison
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Key characteristics
MALOX:
0.23
VOO:
0.72
MALOX:
0.43
VOO:
1.15
MALOX:
1.06
VOO:
1.17
MALOX:
0.15
VOO:
0.77
MALOX:
0.77
VOO:
2.94
MALOX:
4.12%
VOO:
4.87%
MALOX:
12.06%
VOO:
19.40%
MALOX:
-34.53%
VOO:
-33.99%
MALOX:
-12.31%
VOO:
-3.85%
Returns By Period
In the year-to-date period, MALOX achieves a 4.87% return, which is significantly higher than VOO's 0.59% return. Over the past 10 years, MALOX has underperformed VOO with an annualized return of 0.37%, while VOO has yielded a comparatively higher 12.75% annualized return.
MALOX
4.87%
5.77%
0.87%
2.75%
2.47%
0.37%
VOO
0.59%
9.01%
-0.97%
13.78%
17.33%
12.75%
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MALOX vs. VOO - Expense Ratio Comparison
MALOX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MALOX vs. VOO — Risk-Adjusted Performance Rank
MALOX
VOO
MALOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Allocation Fund (MALOX) 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
MALOX vs. VOO - Dividend Comparison
MALOX's dividend yield for the trailing twelve months is around 7.32%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALOX BlackRock Global Allocation Fund | 7.32% | 7.68% | 1.54% | 6.01% | 9.97% | 7.44% | 5.68% | 5.50% | 4.81% | 2.10% | 9.86% | 10.07% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MALOX vs. VOO - Drawdown Comparison
The maximum MALOX drawdown since its inception was -34.53%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MALOX and VOO. For additional features, visit the drawdowns tool.
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Volatility
MALOX vs. VOO - Volatility Comparison
The current volatility for BlackRock Global Allocation Fund (MALOX) is 2.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.20%. This indicates that MALOX 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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