MDDVX vs. WFSPX
Compare and contrast key facts about BlackRock Equity Dividend Fund Investor A Shares (MDDVX) and iShares S&P 500 Index Fund (WFSPX).
MDDVX is an actively managed fund by BlackRock. It was launched on Oct 21, 1994. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
MDDVX vs. WFSPX - Performance Comparison
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MDDVX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDDVX BlackRock Equity Dividend Fund Investor A Shares | -3.62% | 21.43% | 6.78% | 12.39% | -4.17% | 19.86% | 3.74% | 27.30% | -7.42% | 16.06% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, MDDVX achieves a -3.62% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, MDDVX has underperformed WFSPX with an annualized return of 10.15%, while WFSPX has yielded a comparatively higher 13.92% annualized return.
MDDVX
- 1D
- -0.15%
- 1M
- -8.44%
- YTD
- -3.62%
- 6M
- 1.29%
- 1Y
- 12.05%
- 3Y*
- 11.56%
- 5Y*
- 7.68%
- 10Y*
- 10.15%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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MDDVX vs. WFSPX - Expense Ratio Comparison
MDDVX has a 0.94% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
MDDVX vs. WFSPX — Risk / Return Rank
MDDVX
WFSPX
MDDVX vs. WFSPX - 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 S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.96 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.47 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.49 | -0.52 |
Martin ratioReturn relative to average drawdown | 4.19 | 7.15 | -2.96 |
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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.96 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.70 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.13 | +0.46 |
Correlation
The correlation between MDDVX and WFSPX is 0.87, 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. WFSPX - Dividend Comparison
MDDVX's dividend yield for the trailing twelve months is around 10.44%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDDVX BlackRock Equity Dividend Fund Investor A Shares | 10.44% | 10.06% | 8.38% | 6.89% | 13.29% | 11.93% | 6.15% | 12.95% | 13.77% | 14.20% | 7.79% | 18.15% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
MDDVX vs. WFSPX - Drawdown Comparison
The maximum MDDVX drawdown since its inception was -50.22%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for MDDVX and WFSPX.
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Drawdown Indicators
| MDDVX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.22% | -58.21% | +7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -12.11% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -24.51% | +6.33% |
Max Drawdown (10Y)Largest decline over 10 years | -35.93% | -33.74% | -2.19% |
Current DrawdownCurrent decline from peak | -9.02% | -6.51% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -12.84% | +6.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.53% | +0.17% |
Volatility
MDDVX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund Investor A Shares (MDDVX) is 4.05%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that MDDVX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDDVX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 5.17% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.44% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 18.21% | -2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 16.88% | -2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 18.00% | -1.72% |