MGC vs. AIE.L
Compare and contrast key facts about Vanguard Mega Cap ETF (MGC) and Ashoka India Equity Investment Trust plc (AIE.L).
MGC is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Index. It was launched on Dec 17, 2007.
Performance
MGC vs. AIE.L - Performance Comparison
Loading graphics...
MGC vs. AIE.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MGC Vanguard Mega Cap ETF | -4.86% | 19.31% | 27.16% | 29.77% | -19.95% | 27.58% | 21.57% | 31.14% | -7.32% |
AIE.L Ashoka India Equity Investment Trust plc | -18.21% | -2.31% | 21.40% | 33.24% | -16.35% | 48.28% | 30.14% | 23.67% | -15.46% |
Different Trading Currencies
MGC is traded in USD, while AIE.L is traded in GBp. To make them comparable, the AIE.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MGC achieves a -4.86% return, which is significantly higher than AIE.L's -18.21% return.
MGC
- 1D
- 0.81%
- 1M
- -4.09%
- YTD
- -4.86%
- 6M
- -2.26%
- 1Y
- 18.99%
- 3Y*
- 19.96%
- 5Y*
- 12.41%
- 10Y*
- 14.78%
AIE.L
- 1D
- 3.89%
- 1M
- -7.91%
- YTD
- -18.21%
- 6M
- -13.40%
- 1Y
- -12.91%
- 3Y*
- 10.25%
- 5Y*
- 7.79%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MGC vs. AIE.L — Risk / Return Rank
MGC
AIE.L
MGC vs. AIE.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap ETF (MGC) and Ashoka India Equity Investment Trust plc (AIE.L). 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.
| MGC | AIE.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | -0.54 | +1.55 |
Sortino ratioReturn per unit of downside risk | 1.56 | -0.64 | +2.20 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.92 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | -0.54 | +2.18 |
Martin ratioReturn relative to average drawdown | 7.19 | -1.51 | +8.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MGC | AIE.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | -0.54 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.33 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.40 | +0.16 |
Correlation
The correlation between MGC and AIE.L is 0.25, 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
MGC vs. AIE.L - Dividend Comparison
MGC's dividend yield for the trailing twelve months is around 1.01%, more than AIE.L's 0.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGC Vanguard Mega Cap ETF | 1.01% | 0.93% | 1.15% | 1.35% | 1.65% | 1.17% | 1.45% | 1.81% | 2.10% | 1.83% | 2.14% | 2.11% |
AIE.L Ashoka India Equity Investment Trust plc | 0.22% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MGC vs. AIE.L - Drawdown Comparison
The maximum MGC drawdown since its inception was -51.93%, which is greater than AIE.L's maximum drawdown of -47.83%. Use the drawdown chart below to compare losses from any high point for MGC and AIE.L.
Loading graphics...
Drawdown Indicators
| MGC | AIE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.93% | -41.42% | -10.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -24.64% | +12.71% |
Max Drawdown (5Y)Largest decline over 5 years | -25.74% | -29.64% | +3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -33.07% | — | — |
Current DrawdownCurrent decline from peak | -6.33% | -27.05% | +20.72% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -8.01% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 9.07% | -6.35% |
Volatility
MGC vs. AIE.L - Volatility Comparison
The current volatility for Vanguard Mega Cap ETF (MGC) is 5.54%, while Ashoka India Equity Investment Trust plc (AIE.L) has a volatility of 9.03%. This indicates that MGC experiences smaller price fluctuations and is considered to be less risky than AIE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MGC | AIE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 9.03% | -3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 15.40% | -5.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 24.00% | -5.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.26% | 23.67% | -6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 26.78% | -8.59% |