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:
0.68
VOO:
2.21
MALOX:
0.92
VOO:
2.93
MALOX:
1.14
VOO:
1.41
MALOX:
0.37
VOO:
3.35
MALOX:
2.30
VOO:
14.09
MALOX:
3.05%
VOO:
2.01%
MALOX:
10.36%
VOO:
12.78%
MALOX:
-34.53%
VOO:
-33.99%
MALOX:
-14.05%
VOO:
-0.46%
Returns By Period
The year-to-date returns for both investments are quite close, with MALOX having a 2.78% return and VOO slightly higher at 2.90%. Over the past 10 years, MALOX has underperformed VOO with an annualized return of 0.65%, while VOO has yielded a comparatively higher 13.46% annualized return.
MALOX
2.78%
-1.23%
1.71%
6.20%
0.48%
0.65%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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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 1.29%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALOX BlackRock Global Allocation Fund | 1.29% | 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 | 1.21% | 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
BlackRock Global Allocation Fund (MALOX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.99% and 5.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.