MGC vs SDVY
Comparison between VANGUARD MEGA CAP INDEX FUND ETF SHARES (MGC, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
5-Year PerformanceMGC has outperformed SDVY, delivering a return of +14.1% compared to +8.9%
MGC vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGC
$11B
SDVY
$11B
Expense Ratio
Winner
MGC
0.05%
SDVY
0.58%
Max Drawdown
MGC
52.73%
Winner
SDVY
45.19%
Sharpe Ratio
Winner
MGC
1.57
SDVY
1.10
5Y Beta
MGC
1.01
Winner
SDVY
0.93
P/E Ratio
MGC
28.74
Winner
SDVY
17.09
Forward P/E
MGC
22.80
Winner
SDVY
15.28
PEG Ratio
MGC
0.57
Winner
SDVY
0.26
5Y Dividends CAGR
MGC
9.60%
Winner
SDVY
10.72%
5Y EPS CAGR
Winner
MGC
27.64%
SDVY
17.86%
Debt to Equity
MGC
19.05%
Winner
SDVY
14.57%
P/S Ratio
MGC
4.51
Winner
SDVY
2.02
P/B Ratio
MGC
6.26
Winner
SDVY
2.44
MGC vs SDVY - Holdings Comparison
MGC and SDVY have 2 common holdings. Overlap is 0.03%
MGC's top 25 holdings weight is 61.75%. SDVY's top 25 holdings weight is 27.90%.
| Rank | MGC | SDVY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.11% | COMFORT SYSTEMS USA INC (FIX) - 1.97% |
| #2 | APPLE INC (AAPL) - 7.87% | POWELL INDUSTRIES INC (POWL) - 1.68% |
| #3 | MICROSOFT CORP (MSFT) - 5.98% | ENERSYS (ENS) - 1.66% |
| #4 | AMAZON.COM INC (AMZN) - 5.06% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.43% | n/a (WFRD) - 1.28% |
| #6 | BROADCOM INC (AVGO) - 3.91% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.17% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.49% | PRICESMART INC (PSMT) - 1.14% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.65% | EMCOR GROUP INC (EME) - 1.13% |
| #9 | TESLA INC (TSLA) - 2.12% | CACTUS INC CLASS A (WHD) - 1.10% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61% | NORTHERN TRUST CORP (NTRS) - 1.09% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.57% | MUELLER INDUSTRIES INC (MLI) - 1.08% |
| #12 | ELI LILLY AND CO (LLY) - 1.57% | WOODWARD INC (WWD) - 1.02% |
| #13 | EXXON MOBIL CORP (XOM) - 1.27% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.98% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.15% | EAST WEST BANCORP INC (EWBC) - 0.97% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 1.14% | NETAPP INC (NTAP) - 0.97% |
| #16 | WALMART INC (WMT) - 1.14% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.96% |
| #17 | VISA INC CLASS A (V) - 1.10% | NEW YORK TIMES CO CLASS A (NYT) - 0.95% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.09% | FIRST BANCORP (FBP) - 0.95% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.89% | UMB FINANCIAL CORP (UMBF) - 0.94% |
| #20 | CATERPILLAR INC (CAT) - 0.82% | ASSURANT INC (AIZ) - 0.93% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.79% | RALPH LAUREN CORP CLASS A (RL) - 0.92% |
| #22 | NETFLIX INC (NFLX) - 0.78% | FOX CORP CLASS A (FOXA) - 0.92% |
| #23 | INTEL CORP (INTC) - 0.75% | WINTRUST FINANCIAL CORP (WTFC) - 0.92% |
| #24 | ABBVIE INC (ABBV) - 0.74% | PRIMORIS SERVICES CORP (PRIM) - 0.92% |
| #25 | CHEVRON CORP (CVX) - 0.72% | ITT INC (ITT) - 0.91% |
| Total Holdings | 182 | 168 |
MGC vs SDVY - Historical Returns
Returns include dividend reinvestment.
1M
MGC
-0.28%
Winner
SDVY
-0.12%
3M
Winner
MGC
+9.62%
SDVY
+3.74%
6M
MGC
+8.05%
Winner
SDVY
+9.83%
1Y
Winner
MGC
+25.40%
SDVY
+21.20%
5Y(CAGR)
Winner
MGC
+14.13%
SDVY
+8.91%
10Y(CAGR)
Winner
MGC
+15.97%
SDVY
+10.88%
Max(CAGR)
Winner
MGC
+11.52%
SDVY
+10.88%
MGC vs SDVY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGC | SDVY |
|---|---|---|
| 2026 | +7.95% | +8.20% |
| 2025 | +19.56% | +9.13% |
| 2024 | +28.00% | +11.49% |
| 2023 | +30.33% | +28.50% |
| 2022 | -20.56% | -12.37% |
| 2021 | +29.30% | +29.11% |
| 2020 | +20.27% | +11.08% |
| 2019 | +31.00% | +24.65% |
| 2018 | -4.16% | -15.06% |
| 2017 | +21.65% | +5.78% |
| 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 SDVY Drawdown Comparison
The maximum drawdown for MGC was -51.92%, occurring on Mar 9, 2009. Recovery took 1043 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current MGC drawdown is -3.36%. The current SDVY drawdown is -1.62%.
| Rank | MGC | SDVY |
|---|---|---|
| #1 | -51.92% Dec 27, 2007 - Feb 16, 2012 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -33.07% Feb 19, 2020 - Aug 5, 2020 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -25.75% Jan 3, 2022 - Dec 12, 2023 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -19.28% Feb 19, 2025 - Jun 26, 2025 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -19.02% Oct 3, 2018 - Apr 12, 2019 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -12.95% Jul 20, 2015 - Apr 19, 2016 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -10.05% Jan 26, 2018 - Jul 25, 2018 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -9.84% Jan 12, 2026 - Apr 15, 2026 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -9.64% Sep 2, 2020 - Nov 16, 2020 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -9.40% Apr 2, 2012 - Aug 10, 2012 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -9.09% Jul 10, 2024 - Sep 19, 2024 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -7.38% Oct 4, 2012 - Jan 2, 2013 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -7.37% Sep 19, 2014 - Oct 31, 2014 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -6.77% Apr 30, 2019 - Jun 20, 2019 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -6.00% Jul 26, 2019 - Oct 25, 2019 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between MGC and SDVY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
MGC vs SDVY dividend yield comparison.
| Year | MGC | SDVY |
|---|---|---|
| 2026 | 0.25% | 0.23% |
| 2025 | 0.93% | 1.69% |
| 2024 | 1.15% | 1.60% |
| 2023 | 1.35% | 1.90% |
| 2022 | 1.65% | 2.28% |
| 2021 | 1.17% | 1.09% |
| 2020 | 1.45% | 1.48% |
| 2019 | 1.81% | 1.69% |
| 2018 | 2.10% | 1.57% |
| 2017 | 1.83% | 0.29% |
| 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% |
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