UG vs. MGK
UG (United-Guardian, Inc.) is a stock, while MGK (Vanguard Mega Cap Growth ETF) is Large Cap Growth Equities fund tracking the CRSP US Mega Cap Growth Index. Over the past 10 years, UG returned -1.57%/yr vs 18.41%/yr for MGK. Their 0.09 correlation means their historical movements had little consistent relationship.
Performance
UG vs. MGK - Performance Comparison
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Returns By Period
In the year-to-date period, UG achieves a 24.32% return, which is significantly higher than MGK's 7.10% return. Over the past 10 years, UG has underperformed MGK with an annualized return of -1.57%, while MGK has yielded a comparatively higher 18.41% annualized return.
UG
- 1D
- 0.99%
- 1M
- 1.80%
- 6M
- -0.28%
- YTD
- 24.32%
- 1Y
- -4.39%
- 3Y*
- 2.43%
- 5Y*
- -9.26%
- 10Y*
- -1.57%
- ALL TIME*
- 3.49%
MGK
- 1D
- 2.22%
- 1M
- 1.43%
- 6M
- 8.75%
- YTD
- 7.10%
- 1Y
- 19.10%
- 3Y*
- 23.88%
- 5Y*
- 13.45%
- 10Y*
- 18.41%
- ALL TIME*
- 13.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $120.45M | $120.74M | $143.14M | |
| $118.38K | $78.09K | $54.23K |
UG vs. MGK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UG United-Guardian, Inc. | 24.32% | -31.67% | 40.56% | -30.22% | -33.44% | 22.24% | -23.31% | 13.20% | 4.98% | 25.28% |
MGK Vanguard Mega Cap Growth ETF | 7.10% | 20.67% | 32.94% | 51.67% | -33.59% | 28.58% | 41.01% | 37.38% | -2.91% | 29.49% |
Correlation
The correlation between UG and MGK is 0.10, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.07 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.06 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.09 |
Correlation (All Time) Calculated using the full available price history since Dec 27, 2007 | 0.09 |
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Return for Risk
UG vs. MGK — Risk / Return Rank
UG
MGK
UG vs. MGK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United-Guardian, Inc. (UG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UG | MGK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.14 | -1.26 |
| Martin ratioReturn relative to average drawdown | -0.22 | 3.54 | -3.77 |
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Drawdowns
UG vs. MGK - Drawdown Comparison
The maximum UG drawdown since its inception was -83.33%, which is greater than MGK's maximum drawdown of -48.43%. Use the drawdown chart below to compare losses from any high point for UG and MGK.
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Drawdown Indicators
| UG | MGK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.33% | -48.43% | -34.90% |
Max Drawdown (1Y)Largest decline over 1 year | -35.33% | -16.85% | -18.48% |
Max Drawdown (3Y)Largest decline over 3 years | -62.47% | -23.36% | -39.11% |
Max Drawdown (5Y)Largest decline over 5 years | -76.06% | -36.01% | -40.05% |
Max Drawdown (10Y)Largest decline over 10 years | -76.06% | -36.01% | -40.05% |
Current DrawdownCurrent decline from peak | -64.45% | -4.04% | -60.41% |
Average DrawdownAverage peak-to-trough decline | -36.68% | -7.57% | -29.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.59% | 5.40% | +14.19% |
Volatility
UG vs. MGK - Volatility Comparison
United-Guardian, Inc. (UG) has a higher volatility of 13.14% compared to Vanguard Mega Cap Growth ETF (MGK) at 6.24%. This indicates that UG'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.
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Volatility by Period
| UG | MGK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.14% | 6.24% | +6.90% |
Volatility (6M)Calculated over the trailing 6-month period | 24.28% | 14.80% | +9.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.32% | 18.27% | +16.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.41% | 22.96% | +23.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.58% | 22.03% | +19.55% |
Dividends
UG vs. MGK - Dividend Comparison
UG's dividend yield for the trailing twelve months is around 7.72%, more than MGK's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGK Vanguard Mega Cap Growth ETF | 0.33% | 0.35% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% |
UG United-Guardian, Inc. | 7.72% | 9.74% | 6.28% | 1.39% | 6.51% | 6.87% | 5.42% | 5.60% | 5.73% | 4.97% | 4.84% | 5.22% |
Frequently Asked Questions
UG and MGK have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UG has higher volatility (13.14%) compared to MGK (6.24%). In terms of maximum drawdown, UG dropped -83.33% vs MGK's -48.43%.
MGK currently has the higher Sharpe Ratio (1.05 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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