0303.HK vs. MGK
Compare and contrast key facts about VTech Holdings Ltd (0303.HK) and Vanguard Mega Cap Growth ETF (MGK).
MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0303.HK or MGK.
Key characteristics
| 0303.HK | MGK | |
|---|---|---|
| YTD Return | 15.42% | 21.50% |
| 1Y Return | 16.97% | 31.07% |
| 3Y Return (Ann) | -3.93% | 8.78% |
| 5Y Return (Ann) | 5.29% | 19.76% |
| 10Y Return (Ann) | 1.24% | 15.92% |
| Sharpe Ratio | 0.95 | 1.81 |
| Daily Std Dev | 22.10% | 17.27% |
| Max Drawdown | -94.52% | -48.36% |
| Current Drawdown | -24.76% | -4.71% |
Correlation
The correlation between 0303.HK and MGK is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0303.HK vs. MGK - Performance Comparison
In the year-to-date period, 0303.HK achieves a 15.42% return, which is significantly lower than MGK's 21.50% return. Over the past 10 years, 0303.HK has underperformed MGK with an annualized return of 1.24%, while MGK has yielded a comparatively higher 15.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
0303.HK vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VTech Holdings Ltd (0303.HK) and Vanguard Mega Cap Growth ETF (MGK). 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
0303.HK vs. MGK - Dividend Comparison
0303.HK's dividend yield for the trailing twelve months is around 10.01%, more than MGK's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0303.HK VTech Holdings Ltd | 10.01% | 9.78% | 10.59% | 11.59% | 6.83% | 6.80% | 9.68% | 5.34% | 3.14% | 7.52% | 5.65% | 6.16% |
MGK Vanguard Mega Cap Growth ETF | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% | 1.29% |
Drawdowns
0303.HK vs. MGK - Drawdown Comparison
The maximum 0303.HK drawdown since its inception was -94.52%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for 0303.HK and MGK. For additional features, visit the drawdowns tool.
Volatility
0303.HK vs. MGK - Volatility Comparison
The current volatility for VTech Holdings Ltd (0303.HK) is 5.63%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 6.88%. This indicates that 0303.HK experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.