VMIG.L vs. MID
Compare and contrast key facts about Vanguard FTSE 250 UCITS ETF (GBP) Accumulating (VMIG.L) and American Century Mid Cap Growth Impact ETF (MID).
VMIG.L and MID are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VMIG.L is a passively managed fund by Vanguard that tracks the performance of the FTSE 250 Ex Investment Trust TR GBP. It was launched on May 14, 2019. MID is an actively managed fund by American Century. It was launched on Jul 15, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMIG.L or MID.
Key characteristics
VMIG.L | MID | |
---|---|---|
YTD Return | 5.60% | 23.30% |
1Y Return | 12.87% | 36.31% |
3Y Return (Ann) | -1.91% | 0.28% |
Sharpe Ratio | 0.96 | 2.45 |
Sortino Ratio | 1.45 | 3.36 |
Omega Ratio | 1.18 | 1.41 |
Calmar Ratio | 0.61 | 1.53 |
Martin Ratio | 4.87 | 16.30 |
Ulcer Index | 2.47% | 2.51% |
Daily Std Dev | 12.96% | 16.74% |
Max Drawdown | -41.38% | -40.15% |
Current Drawdown | -8.11% | -0.65% |
Correlation
The correlation between VMIG.L and MID is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VMIG.L vs. MID - Performance Comparison
In the year-to-date period, VMIG.L achieves a 5.60% return, which is significantly lower than MID's 23.30% 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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VMIG.L vs. MID - Expense Ratio Comparison
VMIG.L has a 0.10% expense ratio, which is lower than MID's 0.45% expense ratio.
Risk-Adjusted Performance
VMIG.L vs. MID - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE 250 UCITS ETF (GBP) Accumulating (VMIG.L) and American Century Mid Cap Growth Impact ETF (MID). 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
VMIG.L vs. MID - Dividend Comparison
VMIG.L has not paid dividends to shareholders, while MID's dividend yield for the trailing twelve months is around 0.13%.
TTM | 2023 | |
---|---|---|
Vanguard FTSE 250 UCITS ETF (GBP) Accumulating | 0.00% | 0.00% |
American Century Mid Cap Growth Impact ETF | 0.13% | 0.02% |
Drawdowns
VMIG.L vs. MID - Drawdown Comparison
The maximum VMIG.L drawdown since its inception was -41.38%, roughly equal to the maximum MID drawdown of -40.15%. Use the drawdown chart below to compare losses from any high point for VMIG.L and MID. For additional features, visit the drawdowns tool.
Volatility
VMIG.L vs. MID - Volatility Comparison
Vanguard FTSE 250 UCITS ETF (GBP) Accumulating (VMIG.L) and American Century Mid Cap Growth Impact ETF (MID) have volatilities of 4.50% and 4.30%, 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.