SHGTX vs. MGK

In the year-to-date period, SHGTX achieves a 24.68% return, which is significantly lower than MGK's 29.84% return. Over the past 10 years, SHGTX has underperformed MGK with an annualized return of 10.11%, while MGK has yielded a comparatively higher 16.23% annualized return.

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SHGTX has a 1.29% expense ratio, which is higher than MGK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) 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 SHGTX Sharpe Ratio is 1.24, which is lower than the MGK Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of SHGTX 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.

SHGTX has not paid dividends to shareholders, while MGK's dividend yield for the trailing twelve months is around 0.42%.

The maximum SHGTX drawdown since its inception was -82.03%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for SHGTX and MGK. For additional features, visit the drawdowns tool.

Columbia Seligman Global Technology Fund (SHGTX) and Vanguard Mega Cap Growth ETF (MGK) have volatilities of 5.18% and 5.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.