MKC vs. VGT
Compare and contrast key facts about McCormick & Company, Incorporated (MKC) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MKC or VGT.
Key characteristics
| MKC | VGT | |
|---|---|---|
| YTD Return | 11.47% | 2.57% |
| 1Y Return | -9.65% | 35.47% |
| 3Y Return (Ann) | -4.26% | 9.64% |
| 5Y Return (Ann) | 1.58% | 19.53% |
| 10Y Return (Ann) | 9.84% | 20.05% |
| Sharpe Ratio | -0.37 | 1.78 |
| Daily Std Dev | 24.45% | 18.31% |
| Max Drawdown | -41.18% | -54.63% |
| Current Drawdown | -24.21% | -6.36% |
Correlation
The correlation between MKC and VGT is 0.36, 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
MKC vs. VGT - Performance Comparison
In the year-to-date period, MKC achieves a 11.47% return, which is significantly higher than VGT's 2.57% return. Over the past 10 years, MKC has underperformed VGT with an annualized return of 9.84%, while VGT has yielded a comparatively higher 20.05% 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
MKC vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McCormick & Company, Incorporated (MKC) and Vanguard Information Technology ETF (VGT). 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
MKC vs. VGT - Dividend Comparison
MKC's dividend yield for the trailing twelve months is around 2.14%, more than VGT's 0.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | 2.14% | 2.32% | 1.81% | 1.44% | 1.33% | 1.37% | 1.53% | 1.89% | 1.89% | 1.91% | 2.03% | 2.02% |
VGT Vanguard Information Technology ETF | 0.73% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
MKC vs. VGT - Drawdown Comparison
The maximum MKC drawdown since its inception was -41.18%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for MKC and VGT. For additional features, visit the drawdowns tool.
Volatility
MKC vs. VGT - Volatility Comparison
McCormick & Company, Incorporated (MKC) has a higher volatility of 11.61% compared to Vanguard Information Technology ETF (VGT) at 5.65%. This indicates that MKC's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.