KR vs. OEF
KR (The Kroger Co.) is a stock, while OEF (iShares S&P 100 ETF) is Large Cap Blend Equities fund tracking the S&P 100 Index. Over the past 10 years, KR returned 7.57%/yr vs 16.71%/yr for OEF. At a 0.31 correlation, their price movements are largely independent.
Performance
KR vs. OEF - Performance Comparison
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Returns By Period
In the year-to-date period, KR achieves a -0.99% return, which is significantly lower than OEF's 9.51% return. Over the past 10 years, KR has underperformed OEF with an annualized return of 7.57%, while OEF has yielded a comparatively higher 16.71% annualized return.
KR
- 1D
- -0.54%
- 1M
- -8.88%
- YTD
- -0.99%
- 6M
- -6.55%
- 1Y
- -6.82%
- 3Y*
- 12.52%
- 5Y*
- 12.02%
- 10Y*
- 7.57%
OEF
- 1D
- -0.87%
- 1M
- 5.44%
- YTD
- 9.51%
- 6M
- 9.34%
- 1Y
- 29.54%
- 3Y*
- 24.53%
- 5Y*
- 15.70%
- 10Y*
- 16.71%
KR vs. OEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | -0.99% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
OEF iShares S&P 100 ETF | 9.51% | 19.80% | 30.74% | 32.71% | -21.03% | 29.18% | 21.21% | 31.87% | -4.16% | 21.82% |
Correlation
The correlation between KR and OEF is -0.34, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2000 | 0.31 |
The correlation between KR and OEF shifts across timeframes, from -0.34 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
KR vs. OEF — Risk / Return Rank
KR
OEF
KR vs. OEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and iShares S&P 100 ETF (OEF). 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 | OEF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.58 | ||
| Sortino ratioReturn per unit of downside risk | -3.34 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.42 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 2.68 | -3.04 |
| Martin ratioReturn relative to average drawdown | -0.70 | 11.29 | -11.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KR | OEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 2.33 | -2.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.89 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.91 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.09 |
Drawdowns
KR vs. OEF - Drawdown Comparison
The maximum KR drawdown since its inception was -66.81%, which is greater than OEF's maximum drawdown of -54.11%. Use the drawdown chart below to compare losses from any high point for KR and OEF.
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Drawdown Indicators
| KR | OEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -54.11% | -12.70% |
Max Drawdown (1Y)Largest decline over 1 year | -19.44% | -11.06% | -8.38% |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | -19.80% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -26.47% | -4.60% |
Max Drawdown (10Y)Largest decline over 10 years | -46.25% | -31.44% | -14.81% |
Current DrawdownCurrent decline from peak | -18.58% | -0.94% | -17.64% |
Average DrawdownAverage peak-to-trough decline | -22.45% | -11.76% | -10.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 2.62% | +7.19% |
Volatility
KR vs. OEF - Volatility Comparison
The Kroger Co. (KR) has a higher volatility of 8.67% compared to iShares S&P 100 ETF (OEF) at 3.14%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than OEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KR | OEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 3.14% | +5.53% |
Volatility (6M)Calculated over the trailing 6-month period | 20.51% | 9.48% | +11.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.39% | 12.73% | +14.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.83% | 17.69% | +9.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.93% | 18.44% | +10.49% |
Dividends
KR vs. OEF - Dividend Comparison
KR's dividend yield for the trailing twelve months is around 2.29%, more than OEF's 0.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.29% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
OEF iShares S&P 100 ETF | 0.83% | 0.81% | 1.03% | 1.19% | 1.55% | 1.06% | 1.43% | 1.87% | 2.09% | 1.81% | 2.07% | 2.11% |
Frequently Asked Questions
KR and OEF have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (8.67%) compared to OEF (3.14%). In terms of maximum drawdown, KR dropped -66.81% vs OEF's -54.11%.
OEF currently has the higher Sharpe Ratio (2.33 vs -0.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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