MASKX vs. VDC
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard Consumer Staples ETF (VDC).
MASKX is managed by Blackrock. It was launched on Apr 9, 1997. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MASKX or VDC.
Correlation
The correlation between MASKX and VDC is 0.72, 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. VDC - Performance Comparison
Key characteristics
MASKX:
-0.08
VDC:
0.91
MASKX:
0.06
VDC:
1.38
MASKX:
1.01
VDC:
1.17
MASKX:
-0.06
VDC:
1.33
MASKX:
-0.20
VDC:
4.34
MASKX:
9.64%
VDC:
2.73%
MASKX:
24.61%
VDC:
13.06%
MASKX:
-67.66%
VDC:
-34.24%
MASKX:
-24.20%
VDC:
-2.86%
Returns By Period
In the year-to-date period, MASKX achieves a -11.89% return, which is significantly lower than VDC's 3.93% return. Over the past 10 years, MASKX has underperformed VDC with an annualized return of 3.45%, while VDC has yielded a comparatively higher 8.35% annualized return.
MASKX
-11.89%
-6.48%
-13.40%
-3.28%
8.68%
3.45%
VDC
3.93%
3.26%
2.29%
10.77%
10.83%
8.35%
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MASKX vs. VDC - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is higher than VDC's 0.10% 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. VDC — Risk-Adjusted Performance Rank
MASKX
VDC
MASKX vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard Consumer Staples ETF (VDC). 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. VDC - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 2.18%, less than VDC's 2.40% 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% |
VDC Vanguard Consumer Staples ETF | 2.40% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% |
Drawdowns
MASKX vs. VDC - Drawdown Comparison
The maximum MASKX drawdown since its inception was -67.66%, which is greater than VDC's maximum drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for MASKX and VDC. For additional features, visit the drawdowns tool.
Volatility
MASKX vs. VDC - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 14.25% compared to Vanguard Consumer Staples ETF (VDC) at 8.04%. This indicates that MASKX's price experiences larger fluctuations and is considered to be riskier than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.