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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MASKX or VOO.
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.
Performance
MASKX vs. VOO - Performance Comparison
Key characteristics
MASKX:
-0.59
VOO:
-0.07
MASKX:
-0.70
VOO:
0.01
MASKX:
0.91
VOO:
1.00
MASKX:
-0.45
VOO:
-0.07
MASKX:
-1.68
VOO:
-0.36
MASKX:
7.88%
VOO:
3.31%
MASKX:
22.27%
VOO:
15.79%
MASKX:
-67.66%
VOO:
-33.99%
MASKX:
-29.27%
VOO:
-17.13%
Returns By Period
In the year-to-date period, MASKX achieves a -17.79% return, which is significantly lower than VOO's -13.30% return. Over the past 10 years, MASKX has underperformed VOO with an annualized return of 2.74%, while VOO has yielded a comparatively higher 11.35% annualized return.
MASKX
-17.79%
-12.86%
-18.97%
-12.32%
10.64%
2.74%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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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%.
Risk-Adjusted Performance
MASKX vs. VOO — Risk-Adjusted Performance Rank
MASKX
VOO
MASKX vs. VOO - 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 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.
Dividends
MASKX vs. VOO - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 2.34%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 2.34% | 1.92% | 1.54% | 1.41% | 1.14% | 1.04% | 1.38% | 1.17% | 1.04% | 1.22% | 0.93% | 1.57% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MASKX vs. VOO - Drawdown Comparison
The maximum MASKX drawdown since its inception was -67.66%, 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. For additional features, visit the drawdowns tool.
Volatility
MASKX vs. VOO - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 10.08% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. 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.