MALVX vs. SPYV
Compare and contrast key facts about BlackRock Advantage Large Cap Value Fund (MALVX) and SPDR Portfolio S&P 500 Value ETF (SPYV).
MALVX is managed by Blackrock. It was launched on Dec 22, 1999. SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MALVX or SPYV.
Correlation
The correlation between MALVX and SPYV 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
MALVX vs. SPYV - Performance Comparison
Key characteristics
MALVX:
0.29
SPYV:
1.31
MALVX:
0.44
SPYV:
1.89
MALVX:
1.07
SPYV:
1.23
MALVX:
0.34
SPYV:
1.64
MALVX:
0.81
SPYV:
4.67
MALVX:
5.08%
SPYV:
2.87%
MALVX:
13.99%
SPYV:
10.21%
MALVX:
-58.14%
SPYV:
-58.45%
MALVX:
-8.16%
SPYV:
-4.08%
Returns By Period
In the year-to-date period, MALVX achieves a 3.47% return, which is significantly higher than SPYV's 2.97% return. Over the past 10 years, MALVX has underperformed SPYV with an annualized return of 4.57%, while SPYV has yielded a comparatively higher 10.13% annualized return.
MALVX
3.47%
-0.98%
-1.45%
2.63%
3.16%
4.57%
SPYV
2.97%
0.65%
2.85%
12.14%
11.05%
10.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MALVX vs. SPYV - Expense Ratio Comparison
MALVX has a 0.54% expense ratio, which is higher than SPYV's 0.04% expense ratio.
Risk-Adjusted Performance
MALVX vs. SPYV — Risk-Adjusted Performance Rank
MALVX
SPYV
MALVX vs. SPYV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Value Fund (MALVX) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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
MALVX vs. SPYV - Dividend Comparison
MALVX's dividend yield for the trailing twelve months is around 1.57%, less than SPYV's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALVX BlackRock Advantage Large Cap Value Fund | 1.57% | 1.63% | 1.65% | 1.74% | 1.48% | 1.68% | 2.02% | 2.44% | 1.47% | 1.38% | 1.01% | 1.06% |
SPYV SPDR Portfolio S&P 500 Value ETF | 2.22% | 2.29% | 1.75% | 2.23% | 2.10% | 2.38% | 2.25% | 2.97% | 2.77% | 2.39% | 2.53% | 2.19% |
Drawdowns
MALVX vs. SPYV - Drawdown Comparison
The maximum MALVX drawdown since its inception was -58.14%, roughly equal to the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for MALVX and SPYV. For additional features, visit the drawdowns tool.
Volatility
MALVX vs. SPYV - Volatility Comparison
BlackRock Advantage Large Cap Value Fund (MALVX) has a higher volatility of 2.70% compared to SPDR Portfolio S&P 500 Value ETF (SPYV) at 2.47%. This indicates that MALVX's price experiences larger fluctuations and is considered to be riskier than SPYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.