MASKX vs. SPY
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and SPDR S&P 500 ETF (SPY).
MASKX is managed by Blackrock. It was launched on Apr 9, 1997. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MASKX or SPY.
Correlation
The correlation between MASKX and SPY is 0.83, 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
MASKX vs. SPY - Performance Comparison
Key characteristics
MASKX:
-0.08
SPY:
0.54
MASKX:
0.06
SPY:
0.89
MASKX:
1.01
SPY:
1.13
MASKX:
-0.06
SPY:
0.58
MASKX:
-0.20
SPY:
2.39
MASKX:
9.64%
SPY:
4.51%
MASKX:
24.61%
SPY:
20.07%
MASKX:
-67.66%
SPY:
-55.19%
MASKX:
-24.20%
SPY:
-10.54%
Returns By Period
In the year-to-date period, MASKX achieves a -11.89% return, which is significantly lower than SPY's -6.44% return. Over the past 10 years, MASKX has underperformed SPY with an annualized return of 3.45%, while SPY has yielded a comparatively higher 11.95% annualized return.
MASKX
-11.89%
-6.48%
-13.40%
-3.28%
8.68%
3.45%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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MASKX vs. SPY - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
MASKX vs. SPY — Risk-Adjusted Performance Rank
MASKX
SPY
MASKX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and SPDR S&P 500 ETF (SPY). 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
MASKX vs. SPY - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 2.18%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 2.18% | 1.92% | 1.54% | 1.41% | 1.14% | 1.04% | 1.38% | 1.17% | 1.04% | 1.22% | 0.93% | 1.57% |
SPY SPDR S&P 500 ETF | 1.31% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MASKX vs. SPY - Drawdown Comparison
The maximum MASKX drawdown since its inception was -67.66%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MASKX and SPY. For additional features, visit the drawdowns tool.
Volatility
MASKX vs. SPY - Volatility Comparison
The current volatility for iShares Russell 2000 Small-Cap Index Fund (MASKX) is 14.25%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.13%. This indicates that MASKX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.