SHG vs. MGK

In the year-to-date period, SHG achieves a 11.32% return, which is significantly higher than MGK's -5.76% return. Over the past 10 years, SHG has underperformed MGK with an annualized return of 3.09%, while MGK has yielded a comparatively higher 15.50% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Shinhan Financial Group Co., Ltd. (SHG) and Vanguard Mega Cap Growth ETF (MGK). 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.

The current SHG Sharpe Ratio is 0.26, which is lower than the MGK Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of SHG and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SHG's dividend yield for the trailing twelve months is around 3.19%, more than MGK's 0.47% yield.

The maximum SHG drawdown since its inception was -81.41%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for SHG and MGK. For additional features, visit the drawdowns tool.

The current volatility for Shinhan Financial Group Co., Ltd. (SHG) is 7.93%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 8.62%. This indicates that SHG experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.