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:
0.31
VOO:
2.04
MASKX:
0.57
VOO:
2.72
MASKX:
1.07
VOO:
1.38
MASKX:
0.26
VOO:
3.02
MASKX:
1.59
VOO:
13.60
MASKX:
4.13%
VOO:
1.88%
MASKX:
21.53%
VOO:
12.52%
MASKX:
-67.66%
VOO:
-33.99%
MASKX:
-15.73%
VOO:
-3.52%
Returns By Period
In the year-to-date period, MASKX achieves a 6.21% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, MASKX has underperformed VOO with an annualized return of 5.05%, while VOO has yielded a comparatively higher 13.02% annualized return.
MASKX
6.21%
-8.20%
6.07%
8.63%
4.55%
5.05%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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 0.14%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 0.14% | 1.54% | 1.41% | 1.14% | 1.04% | 1.38% | 1.17% | 1.04% | 1.22% | 0.93% | 1.57% | 1.10% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 8.06% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. 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.