MGR vs. VTI
Compare and contrast key facts about Affiliated Managers Group, Inc. (MGR) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGR or VTI.
Correlation
The correlation between MGR and VTI 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.
Performance
MGR vs. VTI - Performance Comparison
Key characteristics
MGR:
0.04
VTI:
1.78
MGR:
0.14
VTI:
2.41
MGR:
1.02
VTI:
1.33
MGR:
0.04
VTI:
2.68
MGR:
0.09
VTI:
10.68
MGR:
5.55%
VTI:
2.15%
MGR:
12.51%
VTI:
12.90%
MGR:
-40.21%
VTI:
-55.45%
MGR:
-7.39%
VTI:
0.00%
Returns By Period
In the year-to-date period, MGR achieves a 3.72% return, which is significantly lower than VTI's 4.59% return.
MGR
3.72%
0.08%
0.82%
1.68%
2.42%
N/A
VTI
4.59%
2.34%
10.34%
24.42%
14.06%
12.70%
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Risk-Adjusted Performance
MGR vs. VTI — Risk-Adjusted Performance Rank
MGR
VTI
MGR vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (MGR) and Vanguard Total Stock Market ETF (VTI). 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
MGR vs. VTI - Dividend Comparison
MGR's dividend yield for the trailing twelve months is around 6.42%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGR Affiliated Managers Group, Inc. | 6.42% | 6.66% | 6.52% | 7.06% | 5.44% | 5.29% | 4.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MGR vs. VTI - Drawdown Comparison
The maximum MGR drawdown since its inception was -40.21%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MGR and VTI. For additional features, visit the drawdowns tool.
Volatility
MGR vs. VTI - Volatility Comparison
Affiliated Managers Group, Inc. (MGR) has a higher volatility of 3.70% compared to Vanguard Total Stock Market ETF (VTI) at 3.03%. This indicates that MGR's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.