SHGTX vs. MGK
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Vanguard Mega Cap Growth ETF (MGK).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth 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: SHGTX or MGK.
Correlation
The correlation between SHGTX and MGK is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SHGTX vs. MGK - Performance Comparison
Key characteristics
SHGTX:
-0.23
MGK:
0.54
SHGTX:
-0.09
MGK:
0.92
SHGTX:
0.99
MGK:
1.13
SHGTX:
-0.20
MGK:
0.59
SHGTX:
-0.53
MGK:
1.99
SHGTX:
13.51%
MGK:
6.99%
SHGTX:
32.04%
MGK:
25.50%
SHGTX:
-82.03%
MGK:
-48.36%
SHGTX:
-23.69%
MGK:
-9.47%
Returns By Period
In the year-to-date period, SHGTX achieves a -10.24% return, which is significantly lower than MGK's -5.76% return. Over the past 10 years, SHGTX has underperformed MGK with an annualized return of 7.81%, while MGK has yielded a comparatively higher 15.49% annualized return.
SHGTX
-10.24%
5.01%
-19.59%
-7.35%
8.79%
7.81%
MGK
-5.76%
5.26%
-4.64%
13.72%
17.36%
15.49%
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SHGTX vs. MGK - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than MGK's 0.07% expense ratio.
Risk-Adjusted Performance
SHGTX vs. MGK — Risk-Adjusted Performance Rank
SHGTX
MGK
SHGTX vs. MGK - Risk-Adjusted Performance Comparison
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.
Dividends
SHGTX vs. MGK - Dividend Comparison
SHGTX's dividend yield for the trailing twelve months is around 15.64%, more than MGK's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 15.64% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% | 12.33% |
MGK Vanguard Mega Cap Growth ETF | 0.47% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
SHGTX vs. MGK - Drawdown Comparison
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.
Volatility
SHGTX vs. MGK - Volatility Comparison
Columbia Seligman Global Technology Fund (SHGTX) has a higher volatility of 9.35% compared to Vanguard Mega Cap Growth ETF (MGK) at 8.62%. This indicates that SHGTX's price experiences larger fluctuations and is considered to be riskier than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.