IGV vs MGV
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF).
5-Year PerformanceMGV has outperformed IGV, delivering a return of +12.0% compared to +6.0%
IGV vs MGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGV
$12B
MGV
$12B
Expense Ratio
IGV
0.39%
Winner
MGV
0.05%
Max Drawdown
IGV
63.45%
Winner
MGV
57.07%
Sharpe Ratio
IGV
-0.43
Winner
MGV
2.04
5Y Beta
IGV
1.23
Winner
MGV
0.65
P/E Ratio
IGV
59.53
Winner
MGV
21.36
Forward P/E
Winner
IGV
16.67
MGV
17.37
PEG Ratio
IGV
N/A
MGV
0.41
5Y Dividends CAGR
IGV
-14.38%
Winner
MGV
11.56%
5Y EPS CAGR
Winner
IGV
23.66%
MGV
11.17%
Debt to Equity
IGV
43.11%
Winner
MGV
4.29%
P/S Ratio
IGV
6.84
Winner
MGV
2.49
P/B Ratio
IGV
6.19
Winner
MGV
3.54
IGV vs MGV - Holdings Comparison
IGV and MGV have 3 common holdings. Overlap is 0.12%
IGV's top 25 holdings weight is 84.64%. MGV's top 25 holdings weight is 47.96%.
| Rank | IGV | MGV |
|---|---|---|
| #1 | ORACLE CORP (ORCL) - 9.23% | JPMORGAN CHASE & CO (JPM) - 3.81% |
| #2 | MICROSOFT CORP (MSFT) - 8.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46% |
| #3 | n/a (PLTR) - 8.16% | EXXON MOBIL CORP (XOM) - 3.19% |
| #4 | SALESFORCE INC (CRM) - 6.85% | JOHNSON & JOHNSON (JNJ) - 2.97% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 5.37% | WALMART INC (WMT) - 2.79% |
| #6 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.22% | MICRON TECHNOLOGY INC (MU) - 2.31% |
| #7 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.33% | COSTCO WHOLESALE CORP (COST) - 2.23% |
| #8 | INTUIT INC (INTU) - 4.13% | ABBVIE INC (ABBV) - 2.04% |
| #9 | ADOBE INC (ADBE) - 4.05% | PROCTER & GAMBLE CO (PG) - 1.94% |
| #10 | SERVICENOW INC (NOW) - 3.87% | THE HOME DEPOT INC (HD) - 1.88% |
| #11 | SYNOPSYS INC (SNPS) - 3.50% | CHEVRON CORP (CVX) - 1.77% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.44% | GE AEROSPACE (GE) - 1.70% |
| #13 | STRATEGY INC CLASS A (MSTR) - 2.13% | CATERPILLAR INC (CAT) - 1.57% |
| #14 | FORTINET INC (FTNT) - 2.07% | BANK OF AMERICA CORP (BAC) - 1.55% |
| #15 | AUTODESK INC (ADSK) - 2.06% | MERCK & CO INC (MRK) - 1.53% |
| #16 | ELECTRONIC ARTS INC (EA) - 1.82% | APPLIED MATERIALS INC (AMAT) - 1.47% |
| #17 | DATADOG INC CLASS A (DDOG) - 1.69% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% |
| #18 | ROPER TECHNOLOGIES INC (ROP) - 1.52% | CISCO SYSTEMS INC (CSCO) - 1.40% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.50% | COCA-COLA CO (KO) - 1.39% |
| #20 | WORKDAY INC CLASS A (WDAY) - 1.08% | RTX CORP (RTX) - 1.35% |
| #21 | FAIR ISAAC CORP (FICO) - 1.00% | UNITEDHEALTH GROUP INC (UNH) - 1.32% |
| #22 | ZOOM COMMUNICATIONS INC (ZM) - 0.95% | WELLS FARGO & CO (WFC) - 1.27% |
| #23 | PTC INC (PTC) - 0.67% | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% |
| #24 | TRIMBLE INC (TRMB) - 0.66% | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18% |
| #25 | TYLER TECHNOLOGIES INC (TYL) - 0.59% | LINDE PLC (LIN) - 1.18% |
| Total Holdings | 116 | 133 |
IGV vs MGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGV
+13.65%
MGV
+3.60%
3M
Winner
IGV
+10.47%
MGV
+2.76%
6M
IGV
-18.58%
Winner
MGV
+11.90%
1Y
IGV
-12.98%
Winner
MGV
+24.69%
5Y(CAGR)
IGV
+6.04%
Winner
MGV
+12.05%
10Y(CAGR)
Winner
IGV
+16.11%
MGV
+12.71%
Max(CAGR)
Winner
IGV
+9.21%
MGV
+9.11%
IGV vs MGV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGV | MGV |
|---|---|---|
| 2026 | -12.84% | +9.44% |
| 2025 | +5.79% | +15.69% |
| 2024 | +26.94% | +16.14% |
| 2023 | +58.23% | +9.44% |
| 2022 | -34.91% | -1.69% |
| 2021 | +14.54% | +27.43% |
| 2020 | +50.16% | +1.87% |
| 2019 | +35.03% | +25.48% |
| 2018 | +11.20% | -4.44% |
| 2017 | +40.67% | +16.00% |
| 2016 | +8.07% | +18.26% |
| 2015 | +12.72% | -0.17% |
| 2014 | +14.13% | +13.94% |
| 2013 | +26.84% | +28.83% |
| 2012 | +15.96% | +13.14% |
| 2011 | -8.47% | +0.18% |
| 2010 | +22.65% | +11.13% |
| 2009 | +41.64% | +12.92% |
| 2008 | -37.28% | -34.86% |
| 2007 | +15.64% | -0.46% |
| 2006 | +9.59% | N/A |
| 2005 | -4.50% | N/A |
| 2004 | +12.93% | N/A |
| 2003 | +43.77% | N/A |
| 2002 | -43.69% | N/A |
| 2001 | -13.15% | N/A |
IGV vs MGV Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The current IGV drawdown is -24.07%.
| Rank | IGV | MGV |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Oct 8, 2007 | -55.86% Dec 27, 2007 - Oct 18, 2012 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -35.41% Jan 17, 2020 - Dec 4, 2020 |
| #3 | -45.85% Nov 9, 2021 - Sep 24, 2024 | -16.63% Sep 21, 2018 - Apr 23, 2019 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -16.55% Apr 20, 2022 - Jul 20, 2023 |
| #5 | -30.30% Feb 19, 2020 - May 29, 2020 | -13.18% Feb 19, 2025 - Jul 1, 2025 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -12.88% May 21, 2015 - Apr 18, 2016 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -11.02% Jan 26, 2018 - Sep 14, 2018 |
| #8 | -22.44% Sep 14, 2018 - Feb 22, 2019 | -9.07% Jul 24, 2023 - Dec 13, 2023 |
| #9 | -21.51% Dec 1, 2015 - May 27, 2016 | -7.73% Oct 18, 2012 - Jan 2, 2013 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -7.68% Sep 19, 2014 - Nov 6, 2014 |
| #11 | -13.64% Apr 2, 2012 - Jan 25, 2013 | -7.06% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -6.71% Jan 11, 2022 - Mar 29, 2022 |
| #13 | -11.55% Mar 5, 2014 - Aug 11, 2014 | -6.55% Jul 29, 2019 - Oct 22, 2019 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -6.41% Feb 11, 2026 - Apr 30, 2026 |
| #15 | -10.78% Jul 26, 2019 - Nov 25, 2019 | -6.00% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between IGV and MGV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2003 - 2026)
IGV vs MGV dividend yield comparison.
| Year | IGV | MGV |
|---|---|---|
| 2026 | 0.00% | 0.51% |
| 2025 | 0.00% | 2.04% |
| 2024 | 0.00% | 2.31% |
| 2023 | 0.01% | 2.48% |
| 2022 | 0.01% | 2.45% |
| 2021 | 0.00% | 2.17% |
| 2020 | 0.35% | 2.47% |
| 2019 | 0.02% | 2.69% |
| 2018 | 0.16% | 2.65% |
| 2017 | 0.09% | 2.34% |
| 2016 | 0.82% | 2.53% |
| 2015 | 0.22% | 2.59% |
| 2014 | 0.29% | 2.26% |
| 2013 | 0.33% | 2.29% |
| 2012 | 0.27% | 2.80% |
| 2011 | 0.04% | 2.75% |
| 2010 | 0.00% | 2.37% |
| 2009 | 0.00% | 3.01% |
| 2008 | 0.00% | 3.39% |
| 2005 | 0.09% | 0.00% |
| 2004 | 0.48% | 0.00% |
| 2003 | 0.65% | 0.00% |
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