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MGC vs SPY

Comparison between VANGUARD MEGA CAP INDEX FUND ETF SHARES (MGC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceMGC has outperformed SPY, delivering a return of +13.8% compared to +13.2%

MGC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MGC
$11B
Winner
SPY
$784B
Expense Ratio
Winner
MGC
0.05%
SPY
0.09%
Max Drawdown
Winner
MGC
52.73%
SPY
56.47%
Sharpe Ratio
MGC
1.53
Winner
SPY
1.54
5Y Beta
MGC
1.01
Winner
SPY
1.00
P/E Ratio
MGC
28.06
Winner
SPY
27.62
Forward P/E
MGC
22.50
Winner
SPY
21.11
PEG Ratio
MGC
0.55
SPY
N/A
5Y Dividends CAGR
Winner
MGC
9.60%
SPY
6.00%
5Y EPS CAGR
Winner
MGC
27.26%
SPY
25.30%
Debt to Equity
Winner
MGC
12.09%
SPY
31.11%
P/S Ratio
MGC
4.43
Winner
SPY
3.49
P/B Ratio
MGC
6.21
Winner
SPY
5.30

MGC vs SPY - Holdings Comparison

MGC and SPY have 171 common holdings. Overlap is 81.13%

MGC's top 25 holdings weight is 61.75%. SPY's top 25 holdings weight is 51.24%.

RankMGCSPY
#1
NVIDIA CORP (NVDA) - 9.11%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 7.87%
APPLE INC (AAPL) - 6.81%
#3
MICROSOFT CORP (MSFT) - 5.98%
MICROSOFT CORP (MSFT) - 4.53%
#4
AMAZON.COM INC (AMZN) - 5.06%
AMAZON.COM INC (AMZN) - 3.72%
#5
ALPHABET INC CLASS A (GOOGL) - 4.43%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
BROADCOM INC (AVGO) - 3.91%
BROADCOM INC (AVGO) - 2.77%
#7
ALPHABET INC CLASS C (GOOG) - 3.49%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
META PLATFORMS INC CLASS A (META) - 2.65%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
TESLA INC (TSLA) - 2.12%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61%
TESLA INC (TSLA) - 1.76%
#11
JPMORGAN CHASE & CO (JPM) - 1.57%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ELI LILLY AND CO (LLY) - 1.57%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
EXXON MOBIL CORP (XOM) - 1.27%
ELI LILLY AND CO (LLY) - 1.38%
#14
MICRON TECHNOLOGY INC (MU) - 1.15%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
ADVANCED MICRO DEVICES INC (AMD) - 1.14%
EXXON MOBIL CORP (XOM) - 0.92%
#16
WALMART INC (WMT) - 1.14%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
VISA INC CLASS A (V) - 1.10%
VISA INC CLASS A (V) - 0.87%
#18
JOHNSON & JOHNSON (JNJ) - 1.09%
INTEL CORP (INTC) - 0.85%
#19
COSTCO WHOLESALE CORP (COST) - 0.89%
WALMART INC (WMT) - 0.82%
#20
CATERPILLAR INC (CAT) - 0.82%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
MASTERCARD INC CLASS A (MA) - 0.79%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
NETFLIX INC (NFLX) - 0.78%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
INTEL CORP (INTC) - 0.75%
CATERPILLAR INC (CAT) - 0.68%
#24
ABBVIE INC (ABBV) - 0.74%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
CHEVRON CORP (CVX) - 0.72%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings182505

MGC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MGC
-1.89%
Winner
SPY
-1.37%
3M
Winner
MGC
+12.71%
SPY
+12.22%
6M
MGC
+6.55%
Winner
SPY
+7.20%
1Y
Winner
MGC
+24.48%
SPY
+23.58%
5Y(CAGR)
Winner
MGC
+13.78%
SPY
+13.19%
10Y(CAGR)
Winner
MGC
+15.93%
SPY
+15.12%
Max(CAGR)
Winner
MGC
+11.46%
SPY
+8.44%

MGC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMGCSPY
2026+7.44%+7.95%
2025+19.56%+18.00%
2024+28.00%+25.59%
2023+30.33%+26.72%
2022-20.56%-18.64%
2021+29.30%+30.52%
2020+20.27%+17.28%
2019+31.00%+31.09%
2018-4.16%-5.24%
2017+21.65%+20.78%
2016+13.56%+13.59%
2015+1.55%+1.31%
2014+14.37%+14.56%
2013+28.94%+29.00%
2012+14.39%+14.17%
2011+1.23%+0.85%
2010+12.05%+13.14%
2009+21.72%+22.67%
2008-35.04%-36.25%
2007-0.73%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MGC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MGC drawdown is -3.81%. The current SPY drawdown is -3.18%.

RankMGCSPY
#1-51.92%
Dec 27, 2007 - Feb 16, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.07%
Feb 19, 2020 - Aug 5, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.75%
Jan 3, 2022 - Dec 12, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.28%
Feb 19, 2025 - Jun 26, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.02%
Oct 3, 2018 - Apr 12, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.95%
Jul 20, 2015 - Apr 19, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.05%
Jan 26, 2018 - Jul 25, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.84%
Jan 12, 2026 - Apr 15, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.64%
Sep 2, 2020 - Nov 16, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.40%
Apr 2, 2012 - Aug 10, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.09%
Jul 10, 2024 - Sep 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.38%
Oct 4, 2012 - Jan 2, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.37%
Sep 19, 2014 - Oct 31, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.77%
Apr 30, 2019 - Jun 20, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.00%
Jul 26, 2019 - Oct 25, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

1.00
-101

Dividend Comparison (1999 - 2026)

MGC vs SPY dividend yield comparison.

YearMGCSPY
20260.26%0.50%
20250.93%1.07%
20241.15%1.21%
20231.35%1.40%
20221.65%1.65%
20211.17%1.20%
20201.45%1.52%
20191.81%1.75%
20182.10%2.04%
20171.83%1.80%
20162.14%2.03%
20152.11%2.06%
20141.81%1.87%
20131.86%1.81%
20122.26%2.18%
20112.07%2.05%
20101.86%1.80%
20092.16%1.95%
20082.07%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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