MGKQX vs. VOOG
Compare and contrast key facts about Morgan Stanley Global Permanence Portfolio (MGKQX) and Vanguard S&P 500 Growth ETF (VOOG).
MGKQX is managed by Morgan Stanley. It was launched on Apr 29, 2019. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGKQX or VOOG.
Correlation
The correlation between MGKQX and VOOG is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MGKQX vs. VOOG - Performance Comparison
Key characteristics
MGKQX:
-0.14
VOOG:
1.90
MGKQX:
-0.04
VOOG:
2.49
MGKQX:
0.99
VOOG:
1.34
MGKQX:
-0.10
VOOG:
2.62
MGKQX:
-0.45
VOOG:
10.24
MGKQX:
6.35%
VOOG:
3.29%
MGKQX:
20.53%
VOOG:
17.75%
MGKQX:
-40.71%
VOOG:
-32.73%
MGKQX:
-27.15%
VOOG:
-4.58%
Returns By Period
In the year-to-date period, MGKQX achieves a 1.49% return, which is significantly higher than VOOG's -0.96% return.
MGKQX
1.49%
-16.18%
-10.88%
-2.61%
1.98%
N/A
VOOG
-0.96%
-3.55%
5.01%
33.50%
15.86%
15.22%
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MGKQX vs. VOOG - Expense Ratio Comparison
MGKQX has a 0.95% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
MGKQX vs. VOOG — Risk-Adjusted Performance Rank
MGKQX
VOOG
MGKQX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Global Permanence Portfolio (MGKQX) and Vanguard S&P 500 Growth ETF (VOOG). 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
MGKQX vs. VOOG - Dividend Comparison
MGKQX's dividend yield for the trailing twelve months is around 3.90%, more than VOOG's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGKQX Morgan Stanley Global Permanence Portfolio | 3.90% | 3.96% | 0.21% | 0.00% | 0.39% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
MGKQX vs. VOOG - Drawdown Comparison
The maximum MGKQX drawdown since its inception was -40.71%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for MGKQX and VOOG. For additional features, visit the drawdowns tool.
Volatility
MGKQX vs. VOOG - Volatility Comparison
Morgan Stanley Global Permanence Portfolio (MGKQX) has a higher volatility of 15.99% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.63%. This indicates that MGKQX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.