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
Key characteristics
MALOX:
0.53
VOO:
1.89
MALOX:
0.74
VOO:
2.54
MALOX:
1.11
VOO:
1.35
MALOX:
0.28
VOO:
2.83
MALOX:
1.66
VOO:
11.83
MALOX:
3.18%
VOO:
2.02%
MALOX:
9.92%
VOO:
12.66%
MALOX:
-34.53%
VOO:
-33.99%
MALOX:
-12.98%
VOO:
-0.42%
Returns By Period
The year-to-date returns for both investments are quite close, with MALOX having a 4.06% return and VOO slightly higher at 4.17%. Over the past 10 years, MALOX has underperformed VOO with an annualized return of 0.56%, while VOO has yielded a comparatively higher 13.26% annualized return.
MALOX
4.06%
1.25%
1.97%
5.57%
0.69%
0.56%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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.
Dividends
MALOX vs. VOO - Dividend Comparison
MALOX's dividend yield for the trailing twelve months is around 1.27%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALOX BlackRock Global Allocation Fund | 1.27% | 1.32% | 1.55% | 0.00% | 1.29% | 0.66% | 1.39% | 0.94% | 1.25% | 1.28% | 1.37% | 2.64% |
VOO Vanguard S&P 500 ETF | 1.19% | 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.
Volatility
MALOX vs. VOO - Volatility Comparison
The current volatility for BlackRock Global Allocation Fund (MALOX) is 1.92%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. 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.