MDFGX vs. USXF
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and iShares ESG Advanced MSCI USA ETF (USXF).
MDFGX is managed by Blackrock. It was launched on Dec 31, 1997. USXF is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Jun 16, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDFGX or USXF.
Correlation
The correlation between MDFGX and USXF is 0.91, 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
MDFGX vs. USXF - Performance Comparison
Key characteristics
MDFGX:
0.34
USXF:
0.41
MDFGX:
0.66
USXF:
0.72
MDFGX:
1.09
USXF:
1.10
MDFGX:
0.38
USXF:
0.45
MDFGX:
1.27
USXF:
1.67
MDFGX:
7.33%
USXF:
5.67%
MDFGX:
27.11%
USXF:
23.29%
MDFGX:
-61.50%
USXF:
-29.54%
MDFGX:
-13.76%
USXF:
-11.85%
Returns By Period
In the year-to-date period, MDFGX achieves a -9.38% return, which is significantly lower than USXF's -6.66% return.
MDFGX
-9.38%
2.01%
-5.07%
7.87%
13.88%
13.11%
USXF
-6.66%
-0.41%
-7.19%
8.41%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MDFGX vs. USXF - Expense Ratio Comparison
MDFGX has a 0.97% expense ratio, which is higher than USXF's 0.10% expense ratio.
Risk-Adjusted Performance
MDFGX vs. USXF — Risk-Adjusted Performance Rank
MDFGX
USXF
MDFGX vs. USXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and iShares ESG Advanced MSCI USA ETF (USXF). 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
MDFGX vs. USXF - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 14.05%, more than USXF's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 14.05% | 12.73% | 3.59% | 9.46% | 12.95% | 5.46% | 10.67% | 14.31% | 12.51% | 4.01% | 11.22% | 23.29% |
USXF iShares ESG Advanced MSCI USA ETF | 1.07% | 1.00% | 1.21% | 1.39% | 0.85% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MDFGX vs. USXF - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -61.50%, which is greater than USXF's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for MDFGX and USXF. For additional features, visit the drawdowns tool.
Volatility
MDFGX vs. USXF - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 17.15% compared to iShares ESG Advanced MSCI USA ETF (USXF) at 14.90%. This indicates that MDFGX's price experiences larger fluctuations and is considered to be riskier than USXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.