MDDVX vs. AOM
Compare and contrast key facts about BlackRock Equity Dividend Fund Investor A Shares (MDDVX) and iShares Core Moderate Allocation ETF (AOM).
MDDVX is an actively managed fund by BlackRock. It was launched on Oct 21, 1994. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Performance
MDDVX vs. AOM - Performance Comparison
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MDDVX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDDVX BlackRock Equity Dividend Fund Investor A Shares | -1.35% | 21.43% | 6.78% | 12.39% | -4.17% | 19.86% | 3.74% | 27.30% | -7.42% | 16.06% |
AOM iShares Core Moderate Allocation ETF | -0.40% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Returns By Period
In the year-to-date period, MDDVX achieves a -1.35% return, which is significantly lower than AOM's -0.40% return. Over the past 10 years, MDDVX has outperformed AOM with an annualized return of 10.41%, while AOM has yielded a comparatively lower 5.86% annualized return.
MDDVX
- 1D
- 2.35%
- 1M
- -6.02%
- YTD
- -1.35%
- 6M
- 3.48%
- 1Y
- 14.74%
- 3Y*
- 12.43%
- 5Y*
- 8.02%
- 10Y*
- 10.41%
AOM
- 1D
- 0.36%
- 1M
- -2.76%
- YTD
- -0.40%
- 6M
- 1.26%
- 1Y
- 11.52%
- 3Y*
- 9.29%
- 5Y*
- 4.29%
- 10Y*
- 5.86%
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MDDVX vs. AOM - Expense Ratio Comparison
MDDVX has a 0.94% expense ratio, which is higher than AOM's 0.25% expense ratio.
Return for Risk
MDDVX vs. AOM — Risk / Return Rank
MDDVX
AOM
MDDVX vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund Investor A Shares (MDDVX) and iShares Core Moderate Allocation ETF (AOM). 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.
| MDDVX | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.40 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.03 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.19 | -0.86 |
Martin ratioReturn relative to average drawdown | 5.65 | 8.80 | -3.15 |
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
| MDDVX | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.40 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.53 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.74 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.67 | -0.07 |
Correlation
The correlation between MDDVX and AOM is 0.76, 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
MDDVX vs. AOM - Dividend Comparison
MDDVX's dividend yield for the trailing twelve months is around 10.20%, more than AOM's 2.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDDVX BlackRock Equity Dividend Fund Investor A Shares | 10.20% | 10.06% | 8.38% | 6.89% | 13.29% | 11.93% | 6.15% | 12.95% | 13.77% | 14.20% | 7.79% | 18.15% |
AOM iShares Core Moderate Allocation ETF | 2.99% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
Drawdowns
MDDVX vs. AOM - Drawdown Comparison
The maximum MDDVX drawdown since its inception was -50.22%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for MDDVX and AOM.
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Drawdown Indicators
| MDDVX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.22% | -19.96% | -30.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -5.35% | -6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -19.96% | +1.78% |
Max Drawdown (10Y)Largest decline over 10 years | -35.93% | -19.96% | -15.97% |
Current DrawdownCurrent decline from peak | -6.88% | -3.30% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -2.72% | -3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 1.33% | +1.40% |
Volatility
MDDVX vs. AOM - Volatility Comparison
BlackRock Equity Dividend Fund Investor A Shares (MDDVX) has a higher volatility of 4.89% compared to iShares Core Moderate Allocation ETF (AOM) at 3.26%. This indicates that MDDVX's price experiences larger fluctuations and is considered to be riskier than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDDVX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 3.26% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.59% | 4.89% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 8.24% | +7.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 8.09% | +6.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 7.90% | +8.40% |