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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 +12.8% compared to +2.9%

IGV vs MGV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGV
$14B
MGV
$13B
Expense Ratio
IGV
0.39%
Winner
MGV
0.05%
Max Drawdown
IGV
63.45%
Winner
MGV
57.07%
Sharpe Ratio
IGV
-0.65
Winner
MGV
1.97
5Y Beta
IGV
1.20
Winner
MGV
0.65
P/E Ratio
IGV
68.51
Winner
MGV
22.05
Forward P/E
IGV
21.97
Winner
MGV
16.76
PEG Ratio
IGV
N/A
MGV
0.29
5Y Dividends CAGR
IGV
3.86%
Winner
MGV
11.63%
5Y EPS CAGR
Winner
IGV
24.94%
MGV
13.29%
Debt to Equity
Winner
IGV
14.49%
MGV
26.52%
P/S Ratio
IGV
8.00
Winner
MGV
2.72
P/B Ratio
IGV
7.31
Winner
MGV
3.86

IGV vs MGV - Holdings Comparison

IGV and MGV have 3 common holdings. Overlap is 0.65%

IGV's top 25 holdings weight is 84.77%. MGV's top 25 holdings weight is 50.76%.

RankIGVMGV
#1
PALO ALTO NETWORKS INC (PANW) - 10.37%
MICRON TECHNOLOGY INC (MU) - 5.25%
#2
MICROSOFT CORP (MSFT) - 8.07%
JPMORGAN CHASE & CO (JPM) - 3.63%
#3
n/a (PLTR) - 7.70%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.14%
#4
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.28%
EXXON MOBIL CORP (n/a) - 2.91%
#5
ORACLE CORP (ORCL) - 6.26%
JOHNSON & JOHNSON (JNJ) - 2.61%
#6
SALESFORCE INC (CRM) - 4.81%
WALMART INC (WMT) - 2.44%
#7
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.76%
INTEL CORP (INTC) - 2.20%
#8
CADENCE DESIGN SYSTEMS INC (CDNS) - 3.91%
CISCO SYSTEMS INC (CSCO) - 2.05%
#9
SERVICENOW INC (NOW) - 3.87%
COSTCO WHOLESALE CORP (COST) - 2.04%
#10
FORTINET INC (FTNT) - 3.62%
CATERPILLAR INC (CAT) - 1.96%
#11
DATADOG INC CLASS A (DDOG) - 3.26%
ABBVIE INC (ABBV) - 1.85%
#12
SYNOPSYS INC (SNPS) - 3.23%
APPLIED MATERIALS INC (AMAT) - 1.71%
#13
ADOBE INC (ADBE) - 3.13%
CHEVRON CORP (CVX) - 1.66%
#14
INTUIT INC (INTU) - 2.73%
UNITEDHEALTH GROUP INC (UNH) - 1.65%
#15
ELECTRONIC ARTS INC (EA) - 1.75%
PROCTER & GAMBLE CO (PG) - 1.60%
#16
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.65%
BANK OF AMERICA CORP (BAC) - 1.60%
#17
AUTODESK INC (ADSK) - 1.55%
GE AEROSPACE (GE) - 1.55%
#18
ROPER TECHNOLOGIES INC (ROP) - 1.29%
THE HOME DEPOT INC (HD) - 1.52%
#19
STRATEGY INC CLASS A (MSTR) - 1.09%
MERCK & CO INC (MRK) - 1.41%
#20
FAIR ISAAC CORP (FICO) - 1.05%
THE GOLDMAN SACHS GROUP INC (GS) - 1.39%
#21
WORKDAY INC CLASS A (WDAY) - 0.94%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.34%
#22
ZOOM COMMUNICATIONS INC (ZM) - 0.87%
TEXAS INSTRUMENTS INC (TXN) - 1.33%
#23
ZSCALER INC (ZS) - 0.55%
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.33%
#24
GEN DIGITAL INC (GEN) - 0.52%
COCA-COLA CO (KO) - 1.30%
#25
NUTANIX INC CLASS A (NTNX) - 0.51%
QUALCOMM INC (QCOM) - 1.29%
Total Holdings112129

IGV vs MGV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGV
+5.17%
MGV
-0.43%
3M
IGV
+5.95%
Winner
MGV
+9.30%
6M
IGV
-3.74%
Winner
MGV
+11.73%
1Y
IGV
-17.42%
Winner
MGV
+26.25%
5Y(CAGR)
IGV
+2.94%
Winner
MGV
+12.82%
10Y(CAGR)
Winner
IGV
+15.60%
MGV
+12.69%
Max(CAGR)
IGV
+9.25%
Winner
MGV
+9.32%

IGV vs MGV - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIGVMGV
2026-10.51%+15.31%
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 -22.03%. The current MGV drawdown is -1.02%.

RankIGVMGV
#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.

YearIGVMGV
20260.02%0.94%
20250.00%2.04%
20240.00%2.31%
20230.01%2.48%
20220.01%2.45%
20210.00%2.17%
20200.35%2.47%
20190.02%2.69%
20180.16%2.65%
20170.09%2.34%
20160.82%2.53%
20150.22%2.59%
20140.29%2.26%
20130.33%2.29%
20120.27%2.80%
20110.04%2.75%
20100.00%2.37%
20090.00%3.01%
20080.00%3.39%
20050.09%0.00%
20040.48%0.00%
20030.65%0.00%

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