KR vs. MGV

Last updated Apr 2, 2026

Compare and contrast key facts about The Kroger Co. (KR) and Vanguard Mega Cap Value ETF (MGV).

MGV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Value Index. It was launched on Dec 17, 2007.

Performance

KR vs. MGV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Kroger Co. (KR) and Vanguard Mega Cap Value ETF (MGV). The values are adjusted to include any dividend payments, if applicable.

KR vs. MGV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KR The Kroger Co.	13.47%	4.25%	36.91%	4.99%	0.44%	45.41%	11.90%	7.90%	2.08%	-18.97%
MGV Vanguard Mega Cap Value ETF	3.51%	15.45%	16.94%	9.16%	-1.22%	25.93%	2.50%	25.54%	-4.13%	16.85%

Returns By Period

In the year-to-date period, KR achieves a 13.47% return, which is significantly higher than MGV's 3.51% return. Over the past 10 years, KR has underperformed MGV with an annualized return of 8.48%, while MGV has yielded a comparatively higher 12.08% annualized return.

KR

• 1D: -2.52%
• 1M: 2.16%
• YTD: 13.47%
• 6M: 7.16%
• 1Y: 5.64%
• 3Y*: 15.14%
• 5Y*: 16.89%
• 10Y*: 8.48%

MGV

• 1D: 0.25%
• 1M: -4.32%
• YTD: 3.51%
• 6M: 6.42%
• 1Y: 15.59%
• 3Y*: 15.57%
• 5Y*: 11.38%
• 10Y*: 12.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

KR vs. MGV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KR

KR Risk / Return Rank: 45
KR Sharpe Ratio Rank: 48
KR Sortino Ratio Rank: 42
KR Omega Ratio Rank: 39
KR Calmar Ratio Rank: 49
KR Martin Ratio Rank: 48

MGV

MGV Risk / Return Rank: 58
MGV Sharpe Ratio Rank: 58
MGV Sortino Ratio Rank: 57
MGV Omega Ratio Rank: 61
MGV Calmar Ratio Rank: 52
MGV Martin Ratio Rank: 59

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KR vs. MGV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and Vanguard Mega Cap Value ETF (MGV). 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.

	KR	MGV	Difference
Sharpe ratio Return per unit of total volatility	0.21	1.07	-0.87
Sortino ratio Return per unit of downside risk	0.52	1.53	-1.01
Omega ratio Gain probability vs. loss probability	1.06	1.23	-0.17
Calmar ratio Return relative to maximum drawdown	0.33	1.40	-1.07
Martin ratio Return relative to average drawdown	0.71	6.06	-5.35
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KR vs. MGV - Sharpe Ratio Comparison

The current KR Sharpe Ratio is 0.21, which is lower than the MGV Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of KR and MGV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	KR	MGV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.21	1.07	-0.87
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.63	0.84	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	0.74	-0.45
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.45	-0.18

Correlation

The correlation between KR and MGV is 0.35, 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.

Dividends

KR vs. MGV - Dividend Comparison

KR's dividend yield for the trailing twelve months is around 1.94%, less than MGV's 2.06% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KR The Kroger Co.	1.94%	2.14%	2.00%	2.41%	2.11%	1.72%	2.14%	2.07%	1.93%	1.79%	1.30%	0.94%
MGV Vanguard Mega Cap Value ETF	2.06%	2.04%	2.31%	2.48%	2.45%	2.17%	2.47%	2.69%	2.65%	2.34%	2.53%	2.59%

Drawdowns

KR vs. MGV - Drawdown Comparison

The maximum KR drawdown since its inception was -85.65%, which is greater than MGV's maximum drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for KR and MGV.

Drawdown Indicators

	KR	MGV	Difference
Max Drawdown Largest peak-to-trough decline	-85.65%	-55.87%	-29.78%
Max Drawdown (1Y) Largest decline over 1 year	-19.44%	-10.91%	-8.53%
Max Drawdown (5Y) Largest decline over 5 years	-31.07%	-16.54%	-14.53%
Max Drawdown (10Y) Largest decline over 10 years	-47.77%	-35.41%	-12.36%
Current Drawdown Current decline from peak	-6.69%	-4.66%	-2.03%
Average Drawdown Average peak-to-trough decline	-29.82%	-7.76%	-22.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.97%	2.52%	+6.45%

Volatility

KR vs. MGV - Volatility Comparison

The Kroger Co. (KR) has a higher volatility of 9.55% compared to Vanguard Mega Cap Value ETF (MGV) at 3.55%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than MGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KR	MGV	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.55%	3.55%	+6.00%
Volatility (6M) Calculated over the trailing 6-month period	19.79%	7.47%	+12.32%
Volatility (1Y) Calculated over the trailing 1-year period	27.61%	14.59%	+13.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.74%	13.56%	+13.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.86%	16.33%	+12.53%