MGC vs VPU
Comparison between VANGUARD MEGA CAP INDEX FUND ETF SHARES (MGC, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
5-Year PerformanceMGC has outperformed VPU, delivering a return of +13.9% compared to +8.1%
MGC vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGC
$11B
VPU
$11B
Expense Ratio
Winner
MGC
0.05%
VPU
0.09%
Max Drawdown
MGC
52.73%
Winner
VPU
48.41%
Sharpe Ratio
Winner
MGC
1.39
VPU
-0.01
5Y Beta
MGC
1.01
Winner
VPU
0.32
P/E Ratio
MGC
26.60
Winner
VPU
19.41
Forward P/E
MGC
21.59
Winner
VPU
17.99
PEG Ratio
MGC
0.30
VPU
N/A
5Y Dividends CAGR
Winner
MGC
9.96%
VPU
8.83%
5Y EPS CAGR
Winner
MGC
28.88%
VPU
12.61%
Debt to Equity
Winner
MGC
8.68%
VPU
129.34%
P/S Ratio
MGC
4.73
Winner
VPU
2.75
P/B Ratio
MGC
6.45
Winner
VPU
2.22
MGC vs VPU - Holdings Comparison
MGC and VPU have 6 common holdings. Overlap is 0.88%
MGC's top 25 holdings weight is 62.76%. VPU's top 25 holdings weight is 82.70%.
| Rank | MGC | VPU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.09% | NEXTERA ENERGY INC (NEE) - 11.60% |
| #2 | APPLE INC (AAPL) - 8.55% | SOUTHERN CO (SO) - 6.84% |
| #3 | MICROSOFT CORP (MSFT) - 6.24% | DUKE ENERGY CORP (DUK) - 6.24% |
| #4 | AMAZON.COM INC (AMZN) - 4.88% | CONSTELLATION ENERGY CORP (CEG) - 4.85% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.13% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.71% |
| #6 | BROADCOM INC (AVGO) - 3.95% | SEMPRA (SRE) - 3.84% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.24% | DOMINION ENERGY INC (D) - 3.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.58% | VISTRA CORP (VST) - 3.40% |
| #9 | TESLA INC (TSLA) - 2.29% | ENTERGY CORP (ETR) - 3.33% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.04% | XCEL ENERGY INC (XEL) - 3.18% |
| #11 | ELI LILLY AND CO (LLY) - 1.75% | EXELON CORP (EXC) - 3.02% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.57% | CONSOLIDATED EDISON INC (ED) - 2.58% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.53% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.41% | WEC ENERGY GROUP INC (WEC) - 2.41% |
| #15 | EXXON MOBIL CORP (XOM) - 1.13% | PG&E CORP (PCG) - 2.35% |
| #16 | VISA INC CLASS A (V) - 1.02% | DTE ENERGY CO (DTE) - 2.01% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.01% | AMEREN CORP (AEE) - 1.98% |
| #18 | WALMART INC (WMT) - 0.95% | NRG ENERGY INC (NRG) - 1.89% |
| #19 | INTEL CORP (INTC) - 0.85% | EDISON INTERNATIONAL (EIX) - 1.82% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.80% | CENTERPOINT ENERGY INC (CNP) - 1.82% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.79% | ATMOS ENERGY CORP (ATO) - 1.81% |
| #22 | CATERPILLAR INC (CAT) - 0.76% | PPL CORP (PPL) - 1.73% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.74% | EVERSOURCE ENERGY (ES) - 1.72% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.73% | FIRSTENERGY CORP (FE) - 1.66% |
| #25 | ORACLE CORP (ORCL) - 0.73% | AMERICAN WATER WORKS CO INC (AWK) - 1.53% |
| Total Holdings | 182 | 75 |
MGC vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGC
+2.47%
VPU
-4.78%
3M
Winner
MGC
+4.71%
VPU
-3.88%
6M
Winner
MGC
+13.02%
VPU
-1.23%
1Y
Winner
MGC
+23.27%
VPU
+3.32%
5Y(CAGR)
Winner
MGC
+13.95%
VPU
+8.11%
10Y(CAGR)
Winner
MGC
+16.18%
VPU
+8.72%
Max(CAGR)
Winner
MGC
+11.71%
VPU
+9.56%
MGC vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | MGC | VPU |
|---|---|---|
| 2026 | +13.54% | +1.09% |
| 2025 | +19.56% | +15.69% |
| 2024 | +28.00% | +21.44% |
| 2023 | +30.33% | -7.47% |
| 2022 | -20.56% | +1.95% |
| 2021 | +29.30% | +20.23% |
| 2020 | +20.27% | +0.48% |
| 2019 | +31.00% | +27.23% |
| 2018 | -4.16% | +5.28% |
| 2017 | +21.65% | +12.90% |
| 2016 | +13.56% | +18.00% |
| 2015 | +1.55% | -5.35% |
| 2014 | +14.37% | +28.95% |
| 2013 | +28.94% | +12.65% |
| 2012 | +14.39% | +3.49% |
| 2011 | +1.23% | +18.22% |
| 2010 | +12.05% | +6.57% |
| 2009 | +21.72% | +9.14% |
| 2008 | -35.04% | -27.21% |
| 2007 | -0.73% | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
MGC vs VPU Drawdown Comparison
The maximum drawdown for MGC was -51.92%, occurring on Mar 9, 2009. Recovery took 1043 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current MGC drawdown is -0.05%. The current VPU drawdown is -8.07%.
| Rank | MGC | VPU |
|---|---|---|
| #1 | -51.92% Dec 27, 2007 - Feb 16, 2012 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -33.07% Feb 19, 2020 - Aug 5, 2020 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -25.75% Jan 3, 2022 - Dec 12, 2023 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -19.28% Feb 19, 2025 - Jun 26, 2025 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -19.02% Oct 3, 2018 - Apr 12, 2019 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -12.95% Jul 20, 2015 - Apr 19, 2016 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -10.05% Jan 26, 2018 - Jul 25, 2018 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -9.84% Jan 12, 2026 - Apr 15, 2026 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -9.64% Sep 2, 2020 - Nov 16, 2020 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -9.40% Apr 2, 2012 - Aug 10, 2012 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -9.09% Jul 10, 2024 - Sep 19, 2024 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -7.38% Oct 4, 2012 - Jan 2, 2013 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -7.37% Sep 19, 2014 - Oct 31, 2014 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -6.77% Apr 30, 2019 - Jun 20, 2019 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -6.00% Jul 26, 2019 - Oct 25, 2019 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between MGC and VPU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
MGC vs VPU dividend yield comparison.
| Year | MGC | VPU |
|---|---|---|
| 2026 | 0.47% | 1.38% |
| 2025 | 0.93% | 2.73% |
| 2024 | 1.15% | 3.02% |
| 2023 | 1.35% | 3.49% |
| 2022 | 1.65% | 2.98% |
| 2021 | 1.17% | 2.70% |
| 2020 | 1.45% | 3.17% |
| 2019 | 1.81% | 2.83% |
| 2018 | 2.10% | 3.23% |
| 2017 | 1.83% | 3.18% |
| 2016 | 2.14% | 3.19% |
| 2015 | 2.11% | 3.63% |
| 2014 | 1.81% | 3.02% |
| 2013 | 1.86% | 3.76% |
| 2012 | 2.26% | 3.98% |
| 2011 | 2.07% | 3.46% |
| 2010 | 1.86% | 3.79% |
| 2009 | 2.16% | 3.79% |
| 2008 | 2.07% | 3.87% |
| 2007 | 0.00% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
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