HCLTECH.NS vs. VGT
Compare and contrast key facts about HCL Technologies Limited (HCLTECH.NS) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCLTECH.NS or VGT.
Key characteristics
HCLTECH.NS | VGT | |
---|---|---|
YTD Return | 23.53% | 19.79% |
1Y Return | 43.07% | 40.56% |
3Y Return (Ann) | 15.71% | 12.93% |
5Y Return (Ann) | 32.24% | 22.81% |
10Y Return (Ann) | 18.46% | 20.50% |
Sharpe Ratio | 1.87 | 1.83 |
Daily Std Dev | 22.94% | 20.89% |
Max Drawdown | -72.52% | -54.63% |
Current Drawdown | -2.96% | -4.82% |
Correlation
The correlation between HCLTECH.NS and VGT is 0.13, 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
HCLTECH.NS vs. VGT - Performance Comparison
In the year-to-date period, HCLTECH.NS achieves a 23.53% return, which is significantly higher than VGT's 19.79% return. Over the past 10 years, HCLTECH.NS has underperformed VGT with an annualized return of 18.46%, while VGT has yielded a comparatively higher 20.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HCLTECH.NS vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCL Technologies Limited (HCLTECH.NS) and Vanguard Information Technology ETF (VGT). 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
HCLTECH.NS vs. VGT - Dividend Comparison
HCLTECH.NS's dividend yield for the trailing twelve months is around 3.07%, more than VGT's 0.64% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HCL Technologies Limited | 3.07% | 3.41% | 4.62% | 2.27% | 1.06% | 0.70% | 0.83% | 1.80% | 2.90% | 2.11% | 1.63% | 0.95% |
Vanguard Information Technology ETF | 0.64% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
HCLTECH.NS vs. VGT - Drawdown Comparison
The maximum HCLTECH.NS drawdown since its inception was -72.52%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for HCLTECH.NS and VGT. For additional features, visit the drawdowns tool.
Volatility
HCLTECH.NS vs. VGT - Volatility Comparison
The current volatility for HCL Technologies Limited (HCLTECH.NS) is 6.78%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.55%. This indicates that HCLTECH.NS experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.