MGK vs SPY
Comparison between VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES (MGK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceMGK has outperformed SPY, delivering a return of +13.8% compared to +13.0%
MGK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGK
$35B
Winner
SPY
$784B
Expense Ratio
Winner
MGK
0.05%
SPY
0.09%
Max Drawdown
Winner
MGK
48.54%
SPY
56.47%
Sharpe Ratio
MGK
1.08
Winner
SPY
1.54
5Y Beta
MGK
1.24
Winner
SPY
1.00
P/E Ratio
MGK
36.80
Winner
SPY
27.62
Forward P/E
MGK
28.15
Winner
SPY
21.11
PEG Ratio
MGK
0.60
SPY
N/A
5Y Dividends CAGR
Winner
MGK
6.67%
SPY
6.00%
5Y EPS CAGR
Winner
MGK
35.44%
SPY
25.30%
Debt to Equity
Winner
MGK
18.73%
SPY
31.11%
P/S Ratio
MGK
9.44
Winner
SPY
3.49
P/B Ratio
MGK
12.54
Winner
SPY
5.30
MGK vs SPY - Holdings Comparison
MGK and SPY have 58 common holdings. Overlap is 49.75%
MGK's top 25 holdings weight is 84.79%. SPY's top 25 holdings weight is 51.24%.
| Rank | MGK | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.39% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 12.46% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 8.82% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.87% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | BROADCOM INC (AVGO) - 5.11% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | AMAZON.COM INC (AMZN) - 4.80% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.61% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | TESLA INC (TSLA) - 3.94% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.71% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ELI LILLY AND CO (LLY) - 3.07% | TESLA INC (TSLA) - 1.76% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 3.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | VISA INC CLASS A (V) - 1.71% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.50% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ORACLE CORP (ORCL) - 1.45% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.37% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.33% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | NETFLIX INC (NFLX) - 1.26% | VISA INC CLASS A (V) - 0.87% |
| #18 | n/a (PLTR) - 1.22% | INTEL CORP (INTC) - 0.85% |
| #19 | KLA CORP (KLAC) - 1.03% | WALMART INC (WMT) - 0.82% |
| #20 | GE VERNOVA INC (GEV) - 1.02% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.84% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.76% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | BOEING CO (BA) - 0.73% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.73% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 64 | 505 |
MGK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MGK
-4.28%
Winner
SPY
-1.41%
3M
Winner
MGK
+14.80%
SPY
+12.54%
6M
MGK
+1.79%
Winner
SPY
+6.77%
1Y
MGK
+19.46%
Winner
SPY
+22.18%
5Y(CAGR)
Winner
MGK
+13.76%
SPY
+13.04%
10Y(CAGR)
Winner
MGK
+18.93%
SPY
+15.54%
Max(CAGR)
Winner
MGK
+13.40%
SPY
+8.44%
MGK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MGK | SPY |
|---|---|---|
| 2026 | +3.75% | +7.90% |
| 2025 | +20.97% | +18.00% |
| 2024 | +35.31% | +25.59% |
| 2023 | +52.67% | +26.72% |
| 2022 | -34.27% | -18.64% |
| 2021 | +30.44% | +30.52% |
| 2020 | +38.95% | +17.28% |
| 2019 | +37.26% | +31.09% |
| 2018 | -4.06% | -5.24% |
| 2017 | +28.53% | +20.78% |
| 2016 | +8.42% | +13.59% |
| 2015 | +3.90% | +1.31% |
| 2014 | +14.60% | +14.56% |
| 2013 | +29.31% | +29.00% |
| 2012 | +15.48% | +14.17% |
| 2011 | +2.05% | +0.85% |
| 2010 | +12.89% | +13.14% |
| 2009 | +30.97% | +22.67% |
| 2008 | -35.46% | -36.25% |
| 2007 | -1.13% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MGK vs SPY Drawdown Comparison
The maximum drawdown for MGK was -47.97%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MGK drawdown is -7.47%. The current SPY drawdown is -3.22%.
| Rank | MGK | SPY |
|---|---|---|
| #1 | -47.97% Dec 27, 2007 - Jan 14, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.02% Dec 27, 2021 - Jan 12, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.23% Feb 19, 2020 - Jun 8, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.36% Feb 19, 2025 - Jun 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.59% Oct 1, 2018 - Apr 22, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.92% Jul 22, 2011 - Jan 25, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.85% Oct 29, 2025 - May 5, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.91% Nov 3, 2015 - Jul 12, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.55% Jul 10, 2024 - Oct 22, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.73% Jul 20, 2015 - Nov 3, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.79% Sep 2, 2020 - Dec 17, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.90% Jan 26, 2018 - Jun 6, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.65% Apr 2, 2012 - Aug 16, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.35% Feb 12, 2021 - Apr 7, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.65% Apr 29, 2019 - Jun 20, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MGK 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)
MGK vs SPY dividend yield comparison.
| Year | MGK | SPY |
|---|---|---|
| 2026 | 0.08% | 0.50% |
| 2025 | 0.35% | 1.07% |
| 2024 | 0.43% | 1.21% |
| 2023 | 0.50% | 1.40% |
| 2022 | 0.70% | 1.65% |
| 2021 | 0.41% | 1.20% |
| 2020 | 0.65% | 1.52% |
| 2019 | 0.85% | 1.75% |
| 2018 | 1.12% | 2.04% |
| 2017 | 1.23% | 1.80% |
| 2016 | 1.53% | 2.03% |
| 2015 | 1.43% | 2.06% |
| 2014 | 1.25% | 1.87% |
| 2013 | 1.29% | 1.81% |
| 2012 | 1.66% | 2.18% |
| 2011 | 1.36% | 2.05% |
| 2010 | 1.23% | 1.80% |
| 2009 | 1.38% | 1.95% |
| 2008 | 1.35% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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