MASKX vs. VOO
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard S&P 500 ETF (VOO).
MASKX is managed by BlackRock. It was launched on Apr 9, 1997. 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.
Performance
MASKX vs. VOO - Performance Comparison
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MASKX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | -2.51% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, MASKX achieves a -2.51% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, MASKX has underperformed VOO with an annualized return of 9.43%, while VOO has yielded a comparatively higher 14.05% annualized return.
MASKX
- 1D
- -1.48%
- 1M
- -8.19%
- YTD
- -2.51%
- 6M
- -0.38%
- 1Y
- 21.43%
- 3Y*
- 11.69%
- 5Y*
- 3.00%
- 10Y*
- 9.43%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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MASKX vs. VOO - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is higher than VOO's 0.03% 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%.
Return for Risk
MASKX vs. VOO — Risk / Return Rank
MASKX
VOO
MASKX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) 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.
| MASKX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.98 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.50 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.53 | -0.21 |
Martin ratioReturn relative to average drawdown | 5.00 | 7.29 | -2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MASKX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.98 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.70 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.78 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.83 | -0.49 |
Correlation
The correlation between MASKX and VOO 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.
Dividends
MASKX vs. VOO - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 3.22%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.22% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
MASKX vs. VOO - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MASKX and VOO.
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Drawdown Indicators
| MASKX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -33.99% | -25.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -11.98% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -24.52% | -7.46% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | -33.99% | -7.69% |
Current DrawdownCurrent decline from peak | -11.01% | -6.29% | -4.72% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -3.72% | -7.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.52% | +1.16% |
Volatility
MASKX vs. VOO - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.63% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that MASKX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MASKX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 5.29% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 9.44% | +4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 18.10% | +5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 16.82% | +6.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 17.99% | +5.64% |