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 0.82, 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:
0.68
SPY:
2.03
MASKX:
1.08
SPY:
2.71
MASKX:
1.13
SPY:
1.38
MASKX:
0.57
SPY:
3.09
MASKX:
3.16
SPY:
12.94
MASKX:
4.54%
SPY:
2.01%
MASKX:
21.04%
SPY:
12.78%
MASKX:
-67.66%
SPY:
-55.19%
MASKX:
-12.67%
SPY:
-2.14%
Returns By Period
In the year-to-date period, MASKX achieves a 1.52% return, which is significantly higher than SPY's 1.14% return. Over the past 10 years, MASKX has underperformed SPY with an annualized return of 5.63%, while SPY has yielded a comparatively higher 13.38% annualized return.
MASKX
1.52%
-4.07%
-1.04%
15.73%
4.95%
5.63%
SPY
1.14%
-1.98%
7.12%
26.42%
14.07%
13.38%
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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 1.89%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 1.89% | 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 | 1.19% | 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
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.51% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that MASKX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.