MGV vs. KR
Compare and contrast key facts about Vanguard Mega Cap Value ETF (MGV) and The Kroger Co. (KR).
MGV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Value Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGV or KR.
Key characteristics
| MGV | KR | |
|---|---|---|
| YTD Return | 7.08% | 23.63% |
| 1Y Return | 17.10% | 19.92% |
| 3Y Return (Ann) | 8.70% | 17.06% |
| 5Y Return (Ann) | 10.65% | 20.21% |
| 10Y Return (Ann) | 10.41% | 11.61% |
| Sharpe Ratio | 1.56 | 0.92 |
| Daily Std Dev | 10.10% | 20.87% |
| Max Drawdown | -56.31% | -74.33% |
| Current Drawdown | -2.59% | -4.78% |
Correlation
The correlation between MGV and KR is 0.38, 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
MGV vs. KR - Performance Comparison
In the year-to-date period, MGV achieves a 7.08% return, which is significantly lower than KR's 23.63% return. Over the past 10 years, MGV has underperformed KR with an annualized return of 10.41%, while KR has yielded a comparatively higher 11.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MGV vs. KR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Value ETF (MGV) and The Kroger Co. (KR). 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
MGV vs. KR - Dividend Comparison
MGV's dividend yield for the trailing twelve months is around 2.42%, more than KR's 2.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGV Vanguard Mega Cap Value ETF | 2.42% | 2.48% | 2.45% | 2.17% | 2.47% | 2.69% | 2.65% | 2.34% | 2.53% | 2.59% | 2.26% | 2.29% |
KR The Kroger Co. | 2.01% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% | 1.06% | 1.56% |
Drawdowns
MGV vs. KR - Drawdown Comparison
The maximum MGV drawdown since its inception was -56.31%, smaller than the maximum KR drawdown of -74.33%. Use the drawdown chart below to compare losses from any high point for MGV and KR. For additional features, visit the drawdowns tool.
Volatility
MGV vs. KR - Volatility Comparison
The current volatility for Vanguard Mega Cap Value ETF (MGV) is 3.23%, while The Kroger Co. (KR) has a volatility of 5.99%. This indicates that MGV experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.