MFHQX vs. VOO
Compare and contrast key facts about BlackRock Total Return Fund (MFHQX) and Vanguard S&P 500 ETF (VOO).
MFHQX is managed by Blackrock. It was launched on Dec 7, 2001. 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: MFHQX or VOO.
Correlation
The correlation between MFHQX and VOO is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MFHQX vs. VOO - Performance Comparison
Key characteristics
MFHQX:
0.67
VOO:
1.98
MFHQX:
0.99
VOO:
2.65
MFHQX:
1.12
VOO:
1.36
MFHQX:
0.19
VOO:
2.98
MFHQX:
1.62
VOO:
12.44
MFHQX:
2.23%
VOO:
2.02%
MFHQX:
5.39%
VOO:
12.69%
MFHQX:
-23.30%
VOO:
-33.99%
MFHQX:
-14.29%
VOO:
0.00%
Returns By Period
In the year-to-date period, MFHQX achieves a 1.03% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, MFHQX has underperformed VOO with an annualized return of 0.21%, while VOO has yielded a comparatively higher 13.30% annualized return.
MFHQX
1.03%
1.45%
-1.18%
3.30%
-1.98%
0.21%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFHQX vs. VOO - Expense Ratio Comparison
MFHQX has a 1.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MFHQX vs. VOO — Risk-Adjusted Performance Rank
MFHQX
VOO
MFHQX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Total Return Fund (MFHQX) 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
MFHQX vs. VOO - Dividend Comparison
MFHQX's dividend yield for the trailing twelve months is around 3.77%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFHQX BlackRock Total Return Fund | 3.77% | 3.78% | 3.12% | 1.96% | 1.01% | 1.39% | 2.20% | 2.34% | 2.15% | 1.83% | 2.00% | 2.59% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MFHQX vs. VOO - Drawdown Comparison
The maximum MFHQX drawdown since its inception was -23.30%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MFHQX and VOO. For additional features, visit the drawdowns tool.
Volatility
MFHQX vs. VOO - Volatility Comparison
The current volatility for BlackRock Total Return Fund (MFHQX) is 1.34%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that MFHQX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.