MGC vs PBUS

Comparison between VANGUARD MEGA CAP INDEX FUND ETF SHARES (MGC, ETF) and INVESCO MSCI USA ETF (PBUS, ETF).

5-Year PerformanceMGC has outperformed PBUS, delivering a return of +14.2% compared to +13.0%

MGC vs PBUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGC(ETF)	PBUS(ETF)
Net Assets	$9.40B	$9.40B
Expense Ratio	0.05%	0.04%
Max Drawdown	52.73%	33.60%
Sharpe Ratio	2.12	2.01
5Y Beta	1.00	0.98
P/E Ratio	27.86	28.94
Forward P/E	22.32	21.76
PEG Ratio	0.51	N/A
5Y Dividends CAGR	9.60%	7.55%
5Y EPS CAGR	26.19%	29.04%
Debt to Equity	8.98%	37.04%
P/S Ratio	4.26	3.62
P/B Ratio	5.93	5.58

Net Assets

MGC

$9.40B

PBUS

$9.40B

Expense Ratio

MGC

0.05%

Winner

PBUS

0.04%

Max Drawdown

MGC

52.73%

Winner

PBUS

33.60%

Sharpe Ratio

Winner

MGC

2.12

PBUS

2.01

5Y Beta

MGC

1.00

Winner

PBUS

0.98

P/E Ratio

Winner

MGC

27.86

PBUS

28.94

Forward P/E

MGC

22.32

Winner

PBUS

21.76

PEG Ratio

MGC

0.51

PBUS

N/A

5Y Dividends CAGR

Winner

MGC

9.60%

PBUS

7.55%

5Y EPS CAGR

MGC

26.19%

Winner

PBUS

29.04%

Debt to Equity

Winner

MGC

8.98%

PBUS

37.04%

P/S Ratio

MGC

4.26

Winner

PBUS

3.62

P/B Ratio

MGC

5.93

Winner

PBUS

5.58

MGC vs PBUS - Holdings Comparison

MGC and PBUS have 135 common holdings. Overlap is 63.68%

MGC's top 25 holdings weight is 59.97%. PBUS's top 25 holdings weight is 48.39%.

Rank	MGC	PBUS
#1	NVIDIA CORP (NVDA) - 8.53%	NVIDIA CORP (NVDA) - 8.35%
#2	APPLE INC (AAPL) - 8.14%	APPLE INC (AAPL) - 6.42%
#3	MICROSOFT CORP (MSFT) - 6.09%	MICROSOFT CORP (MSFT) - 4.89%
#4	AMAZON.COM INC (AMZN) - 4.22%	AMAZON.COM INC (AMZN) - 4.03%
#5	ALPHABET INC CLASS A (GOOGL) - 3.78%	ALPHABET INC CLASS A (GOOGL) - 3.28%
#6	BROADCOM INC (AVGO) - 3.15%	BROADCOM INC (AVGO) - 2.90%
#7	ALPHABET INC CLASS C (GOOG) - 2.99%	ALPHABET INC CLASS C (GOOG) - 2.73%
#8	META PLATFORMS INC CLASS A (META) - 2.95%	META PLATFORMS INC CLASS A (META) - 2.36%
#9	TESLA INC (TSLA) - 2.37%	TESLA INC (TSLA) - 1.71%
#10	ELI LILLY AND CO (LLY) - 1.87%	JPMORGAN CHASE & CO (JPM) - 1.37%
#11	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83%	ELI LILLY AND CO (LLY) - 1.13%
#12	JPMORGAN CHASE & CO (JPM) - 1.60%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.06%
#13	EXXON MOBIL CORP (XOM) - 1.34%	EXXON MOBIL CORP (XOM) - 1.02%
#14	JOHNSON & JOHNSON (JNJ) - 1.25%	MICRON TECHNOLOGY INC (MU) - 0.91%
#15	WALMART INC (WMT) - 1.17%	WALMART INC (WMT) - 0.90%
#16	VISA INC CLASS A (V) - 1.13%	JOHNSON & JOHNSON (JNJ) - 0.88%
#17	MICRON TECHNOLOGY INC (MU) - 0.97%	ADVANCED MICRO DEVICES INC (AMD) - 0.85%
#18	COSTCO WHOLESALE CORP (COST) - 0.93%	VISA INC CLASS A (V) - 0.84%
#19	MASTERCARD INC CLASS A (MA) - 0.87%	COSTCO WHOLESALE CORP (COST) - 0.71%
#20	ABBVIE INC (ABBV) - 0.86%	MASTERCARD INC CLASS A (MA) - 0.69%
#21	NETFLIX INC (NFLX) - 0.85%	THERMO FISHER SCIENTIFIC INC (TMO) - 0.28%
#22	PROCTER & GAMBLE CO (PG) - 0.82%	TJX COMPANIES INC (TJX) - 0.28%
#23	THE HOME DEPOT INC (HD) - 0.79%	SALESFORCE INC (CRM) - 0.27%
#24	CHEVRON CORP (CVX) - 0.75%	INTUITIVE SURGICAL INC (ISRG) - 0.27%
#25	GE AEROSPACE (GE) - 0.72%	QUALCOMM INC (QCOM) - 0.26%
Total Holdings	184	501

MGC vs PBUS - Historical Returns

Returns include dividend reinvestment.

Period	MGC	PBUS
1 month	+10.36%	+9.03%
3 months	+7.30%	+6.40%
6 months	+10.41%	+10.04%
1 year	+34.24%	+31.68%
5 years(CAGR)	+14.17%	+13.00%
10 years(CAGR)	+16.33%	+15.13%
Max(CAGR)	+11.59%	+15.13%

Winner

MGC

+10.36%

PBUS

+9.03%

Winner

MGC

+7.30%

PBUS

+6.40%

Winner

MGC

+10.41%

PBUS

+10.04%

Winner

MGC

+34.24%

PBUS

+31.68%

5Y(CAGR)

Winner

MGC

+14.17%

PBUS

+13.00%

10Y(CAGR)

Winner

MGC

+16.33%

PBUS

+15.13%

Max(CAGR)

MGC

+11.59%

Winner

PBUS

+15.13%

MGC vs PBUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MGC	PBUS
2026	+8.25%	+7.91%
2025	+19.56%	+17.87%
2024	+28.00%	+25.98%
2023	+30.33%	+27.76%
2022	-20.56%	-19.92%
2021	+29.30%	+28.64%
2020	+20.27%	+20.46%
2019	+31.00%	+30.96%
2018	-4.16%	-4.76%
2017	+21.65%	+7.13%
2016	+13.56%	N/A
2015	+1.55%	N/A
2014	+14.37%	N/A
2013	+28.94%	N/A
2012	+14.39%	N/A
2011	+1.23%	N/A
2010	+12.05%	N/A
2009	+21.72%	N/A
2008	-35.04%	N/A
2007	-0.73%	N/A

MGC vs PBUS Drawdown Comparison

The maximum drawdown for MGC was -51.92%, occurring on Mar 9, 2009. Recovery took 1043 trading sessions.

The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

Rank	MGC	PBUS
#1	-51.92% Dec 27, 2007 - Feb 16, 2012	-33.15% Feb 19, 2020 - Aug 5, 2020
#2	-33.07% Feb 19, 2020 - Aug 5, 2020	-25.41% Dec 27, 2021 - Dec 13, 2023
#3	-25.75% Jan 3, 2022 - Dec 12, 2023	-19.07% Feb 19, 2025 - Jun 26, 2025
#4	-19.28% Feb 19, 2025 - Jun 26, 2025	-18.93% Sep 26, 2018 - Apr 5, 2019
#5	-19.02% Oct 3, 2018 - Apr 12, 2019	-10.09% Jan 23, 2018 - Aug 16, 2018
#6	-12.95% Jul 20, 2015 - Apr 19, 2016	-9.67% Sep 2, 2020 - Nov 13, 2020
#7	-10.05% Jan 26, 2018 - Jul 25, 2018	-9.03% Jan 12, 2026 - Apr 15, 2026
#8	-9.84% Jan 12, 2026 - Apr 15, 2026	-8.48% Jul 16, 2024 - Sep 19, 2024
#9	-9.64% Sep 2, 2020 - Nov 16, 2020	-7.31% Apr 29, 2019 - Jun 24, 2019
#10	-9.40% Apr 2, 2012 - Aug 10, 2012	-6.28% Jul 26, 2019 - Oct 28, 2019
#11	-9.09% Jul 10, 2024 - Sep 19, 2024	-5.48% Mar 28, 2024 - May 14, 2024
#12	-7.38% Oct 4, 2012 - Jan 2, 2013	-5.41% Sep 3, 2021 - Oct 20, 2021
#13	-7.37% Sep 19, 2014 - Oct 31, 2014	-5.28% Feb 12, 2021 - Mar 15, 2021
#14	-6.77% Apr 30, 2019 - Jun 20, 2019	-5.26% Oct 29, 2025 - Dec 11, 2025
#15	-6.00% Jul 26, 2019 - Oct 25, 2019	-4.57% Nov 18, 2021 - Dec 23, 2021

Correlation

Correlation between MGC and PBUS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2008 - 2026)

MGC vs PBUS dividend yield comparison.

Year	MGC	PBUS
2026	0.25%	0.28%
2025	0.93%	1.05%
2024	1.15%	1.20%
2023	1.35%	1.36%
2022	1.65%	1.71%
2021	1.17%	0.98%
2020	1.45%	1.35%
2019	1.81%	1.53%
2018	2.10%	2.33%
2017	1.83%	0.50%
2016	2.14%	0.00%
2015	2.11%	0.00%
2014	1.81%	0.00%
2013	1.86%	0.00%
2012	2.26%	0.00%
2011	2.07%	0.00%
2010	1.86%	0.00%
2009	2.16%	0.00%
2008	2.07%	0.00%