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 7.08%/yr vs 16.22%/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 -5.23% return, which is significantly lower than OEF's 8.75% return. Over the past 10 years, KR has underperformed OEF with an annualized return of 7.08%, while OEF has yielded a comparatively higher 16.22% annualized return.
KR
- 1D
- 3.62%
- 1M
- -8.61%
- 6M
- -5.24%
- YTD
- -5.23%
- 1Y
- -16.80%
- 3Y*
- 10.39%
- 5Y*
- 10.62%
- 10Y*
- 7.08%
OEF
- 1D
- -0.72%
- 1M
- 0.68%
- 6M
- 8.55%
- YTD
- 8.75%
- 1Y
- 21.54%
- 3Y*
- 22.09%
- 5Y*
- 14.60%
- 10Y*
- 16.22%
KR vs. OEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | -5.23% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
OEF iShares S&P 100 ETF | 8.75% | 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 -0.36, 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 | -0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.15 |
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 27, 2000 | 0.31 |
The correlation between KR and OEF shifts across timeframes, from -0.36 (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KR | OEF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.21 | ||
| Sortino ratioReturn per unit of downside risk | -2.92 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.29 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.64 | 1.96 | -2.60 |
| Martin ratioReturn relative to average drawdown | -1.40 | 7.61 | -9.01 |
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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 | -26.16% | -11.06% | -15.10% |
Max Drawdown (3Y)Largest decline over 3 years | -26.16% | -19.80% | -6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -26.47% | -4.60% |
Max Drawdown (10Y)Largest decline over 10 years | -44.13% | -31.44% | -12.69% |
Current DrawdownCurrent decline from peak | -22.07% | -1.63% | -20.44% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -11.72% | -10.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.02% | 2.84% | +9.18% |
Volatility
KR vs. OEF - Volatility Comparison
The Kroger Co. (KR) has a higher volatility of 13.08% compared to iShares S&P 100 ETF (OEF) at 3.70%. 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 | 13.08% | 3.70% | +9.38% |
Volatility (6M)Calculated over the trailing 6-month period | 22.86% | 10.75% | +12.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.03% | 13.47% | +14.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.30% | 17.83% | +9.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 18.45% | +10.70% |
Dividends
KR vs. OEF - Dividend Comparison
KR's dividend yield for the trailing twelve months is around 2.39%, more than OEF's 0.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.39% | 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 | 0.87% | 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 -0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (13.08%) compared to OEF (3.70%). In terms of maximum drawdown, KR dropped -66.81% vs OEF's -54.11%.
OEF currently has the higher Sharpe Ratio (1.61 vs -0.60), 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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