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VTKLY vs. MGK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VTKLY vs. MGK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VTech Holdings Ltd ADR (VTKLY) and Vanguard Mega Cap Growth ETF (MGK). The values are adjusted to include any dividend payments, if applicable.

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VTKLY vs. MGK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTKLY
VTech Holdings Ltd ADR
1.69%27.20%31.17%-0.83%-10.29%11.21%-17.88%30.88%-33.58%3.94%
MGK
Vanguard Mega Cap Growth ETF
-9.86%20.67%32.94%51.67%-33.59%28.58%41.01%37.38%-2.91%29.49%

Returns By Period

In the year-to-date period, VTKLY achieves a 1.69% return, which is significantly higher than MGK's -9.86% return. Over the past 10 years, VTKLY has underperformed MGK with an annualized return of 4.09%, while MGK has yielded a comparatively higher 16.97% annualized return.


VTKLY

1D
9.59%
1M
4.38%
YTD
1.69%
6M
6.46%
1Y
20.49%
3Y*
21.33%
5Y*
7.53%
10Y*
4.09%

MGK

1D
1.17%
1M
-4.13%
YTD
-9.86%
6M
-7.94%
1Y
19.83%
3Y*
22.59%
5Y*
12.64%
10Y*
16.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VTech Holdings Ltd ADR

Vanguard Mega Cap Growth ETF

Return for Risk

VTKLY vs. MGK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTKLY
VTKLY Risk / Return Rank: 5656
Overall Rank
VTKLY Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
VTKLY Sortino Ratio Rank: 5252
Sortino Ratio Rank
VTKLY Omega Ratio Rank: 5151
Omega Ratio Rank
VTKLY Calmar Ratio Rank: 6060
Calmar Ratio Rank
VTKLY Martin Ratio Rank: 6767
Martin Ratio Rank

MGK
MGK Risk / Return Rank: 4646
Overall Rank
MGK Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
MGK Sortino Ratio Rank: 5050
Sortino Ratio Rank
MGK Omega Ratio Rank: 4848
Omega Ratio Rank
MGK Calmar Ratio Rank: 4545
Calmar Ratio Rank
MGK Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VTKLY vs. MGK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VTech Holdings Ltd ADR (VTKLY) 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.


VTKLYMGKDifference

Sharpe ratio

Return per unit of total volatility

0.36

0.85

-0.50

Sortino ratio

Return per unit of downside risk

0.90

1.39

-0.49

Omega ratio

Gain probability vs. loss probability

1.12

1.19

-0.07

Calmar ratio

Return relative to maximum drawdown

0.92

1.23

-0.32

Martin ratio

Return relative to average drawdown

3.19

4.27

-1.07

VTKLY vs. MGK - Sharpe Ratio Comparison

The current VTKLY Sharpe Ratio is 0.36, which is lower than the MGK Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of VTKLY 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.


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Sharpe Ratios by Period


VTKLYMGKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.36

0.85

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.56

-0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

0.78

-0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

0.60

-0.46

Correlation

The correlation between VTKLY and MGK is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

VTKLY vs. MGK - Dividend Comparison

VTKLY's dividend yield for the trailing twelve months is around 7.52%, more than MGK's 0.39% yield.


TTM20252024202320222021202020192018201720162015
VTKLY
VTech Holdings Ltd ADR
7.52%7.65%9.56%10.35%10.77%11.10%6.97%6.16%8.87%4.75%4.81%8.42%
MGK
Vanguard Mega Cap Growth ETF
0.39%0.35%0.43%0.50%0.70%0.41%0.65%0.85%1.12%1.23%1.53%1.43%

Drawdowns

VTKLY vs. MGK - Drawdown Comparison

The maximum VTKLY drawdown since its inception was -59.03%, which is greater than MGK's maximum drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for VTKLY and MGK.


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Drawdown Indicators


VTKLYMGKDifference

Max Drawdown

Largest peak-to-trough decline

-59.03%

-47.97%

-11.06%

Max Drawdown (1Y)

Largest decline over 1 year

-22.01%

-16.85%

-5.16%

Max Drawdown (5Y)

Largest decline over 5 years

-42.69%

-36.01%

-6.68%

Max Drawdown (10Y)

Largest decline over 10 years

-59.03%

-36.01%

-23.02%

Current Drawdown

Current decline from peak

-6.57%

-12.56%

+5.99%

Average Drawdown

Average peak-to-trough decline

-22.38%

-7.51%

-14.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.68%

4.87%

+1.81%

Volatility

VTKLY vs. MGK - Volatility Comparison

VTech Holdings Ltd ADR (VTKLY) has a higher volatility of 14.12% compared to Vanguard Mega Cap Growth ETF (MGK) at 7.13%. This indicates that VTKLY'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


VTKLYMGKDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.12%

7.13%

+6.99%

Volatility (6M)

Calculated over the trailing 6-month period

38.40%

12.93%

+25.47%

Volatility (1Y)

Calculated over the trailing 1-year period

57.68%

23.35%

+34.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.31%

22.63%

+21.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.17%

21.82%

+18.35%