MGK vs XLI
Comparison between VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES (MGK, ETF) and STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI, ETF).
5-Year PerformanceMGK has outperformed XLI, delivering a return of +13.6% compared to +13.2%
MGK vs XLI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGK
$33B
Winner
XLI
$34B
Expense Ratio
Winner
MGK
0.05%
XLI
0.08%
Max Drawdown
Winner
MGK
48.54%
XLI
63.34%
Sharpe Ratio
MGK
0.78
Winner
XLI
0.93
5Y Beta
MGK
1.24
Winner
XLI
0.90
P/E Ratio
MGK
37.73
Winner
XLI
32.84
Forward P/E
MGK
27.40
Winner
XLI
26.97
PEG Ratio
Winner
MGK
0.61
XLI
0.66
5Y Dividends CAGR
MGK
8.17%
Winner
XLI
9.42%
5Y EPS CAGR
Winner
MGK
35.43%
XLI
11.08%
Debt to Equity
Winner
MGK
18.98%
XLI
59.14%
P/S Ratio
MGK
9.56
Winner
XLI
3.23
P/B Ratio
MGK
12.60
Winner
XLI
7.36
MGK vs XLI - Holdings Comparison
MGK and XLI have 5 common holdings. Overlap is 2.60%
MGK's top 25 holdings weight is 84.79%. XLI's top 25 holdings weight is 65.55%.
| Rank | MGK | XLI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.39% | CATERPILLAR INC (CAT) - 7.52% |
| #2 | APPLE INC (AAPL) - 12.46% | GE AEROSPACE (GE) - 6.72% |
| #3 | MICROSOFT CORP (MSFT) - 8.82% | GE VERNOVA INC (GEV) - 5.07% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.87% | RTX CORP (RTX) - 4.71% |
| #5 | BROADCOM INC (AVGO) - 5.11% | BOEING CO (BA) - 3.07% |
| #6 | AMAZON.COM INC (AMZN) - 4.80% | UNION PACIFIC CORP (UNP) - 3.06% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.61% | EATON CORP PLC (ETN) - 2.86% |
| #8 | TESLA INC (TSLA) - 3.94% | DEERE & CO (DE) - 2.65% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.71% | UBER TECHNOLOGIES INC (UBER) - 2.64% |
| #10 | ELI LILLY AND CO (LLY) - 3.07% | PARKER HANNIFIN CORP (PH) - 2.15% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 3.05% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.09% |
| #12 | VISA INC CLASS A (V) - 1.71% | HOWMET AEROSPACE INC (HWM) - 2.00% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.50% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.90% |
| #14 | ORACLE CORP (ORCL) - 1.45% | LOCKHEED MARTIN CORP (LMT) - 1.87% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.37% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.77% |
| #16 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.33% | QUANTA SERVICES INC (PWR) - 1.74% |
| #17 | NETFLIX INC (NFLX) - 1.26% | GENERAL DYNAMICS CORP (GD) - 1.66% |
| #18 | n/a (PLTR) - 1.22% | CSX CORP (CSX) - 1.64% |
| #19 | KLA CORP (KLAC) - 1.03% | CUMMINS INC (CMI) - 1.64% |
| #20 | GE VERNOVA INC (GEV) - 1.02% | n/a (JCI) - 1.56% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 1.01% | WASTE MANAGEMENT INC (WM) - 1.54% |
| #22 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.84% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.51% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.76% | 3M CO (MMM) - 1.50% |
| #24 | BOEING CO (BA) - 0.73% | EMERSON ELECTRIC CO (EMR) - 1.36% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.73% | NORFOLK SOUTHERN CORP (NSC) - 1.32% |
| Total Holdings | 64 | 84 |
MGK vs XLI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGK
+0.47%
XLI
-1.73%
3M
Winner
MGK
+6.53%
XLI
+4.47%
6M
Winner
MGK
+9.39%
XLI
+7.96%
1Y
MGK
+16.94%
Winner
XLI
+20.10%
5Y(CAGR)
Winner
MGK
+13.62%
XLI
+13.22%
10Y(CAGR)
Winner
MGK
+18.51%
XLI
+13.82%
Max(CAGR)
Winner
MGK
+13.53%
XLI
+9.23%
MGK vs XLI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MGK | XLI |
|---|---|---|
| 2026 | +6.88% | +13.68% |
| 2025 | +20.97% | +19.75% |
| 2024 | +35.31% | +18.50% |
| 2023 | +52.67% | +17.87% |
| 2022 | -34.27% | -4.80% |
| 2021 | +30.44% | +24.08% |
| 2020 | +38.95% | +8.90% |
| 2019 | +37.26% | +28.43% |
| 2018 | -4.06% | -13.75% |
| 2017 | +28.53% | +23.23% |
| 2016 | +8.42% | +21.64% |
| 2015 | +3.90% | -4.19% |
| 2014 | +14.60% | +11.92% |
| 2013 | +29.31% | +37.25% |
| 2012 | +15.48% | +12.46% |
| 2011 | +2.05% | -1.82% |
| 2010 | +12.89% | +25.43% |
| 2009 | +30.97% | +17.74% |
| 2008 | -35.46% | -37.71% |
| 2007 | -1.13% | +12.77% |
| 2006 | N/A | +13.25% |
| 2005 | N/A | +3.64% |
| 2004 | N/A | +17.84% |
| 2003 | N/A | +28.54% |
| 2002 | N/A | -24.58% |
| 2001 | N/A | -6.01% |
| 2000 | N/A | +9.58% |
| 1999 | N/A | +8.76% |
MGK vs XLI Drawdown Comparison
The maximum drawdown for MGK was -47.97%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The current MGK drawdown is -4.69%. The current XLI drawdown is -3.72%.
| Rank | MGK | XLI |
|---|---|---|
| #1 | -47.97% Dec 27, 2007 - Jan 14, 2011 | -62.27% Oct 9, 2007 - Apr 29, 2011 |
| #2 | -36.02% Dec 27, 2021 - Jan 12, 2024 | -43.29% Dec 11, 2000 - Dec 1, 2004 |
| #3 | -31.23% Feb 19, 2020 - Jun 8, 2020 | -42.31% Feb 12, 2020 - Nov 9, 2020 |
| #4 | -23.36% Feb 19, 2025 - Jun 24, 2025 | -25.84% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -22.59% Oct 1, 2018 - Apr 22, 2019 | -24.10% Sep 21, 2018 - Jul 24, 2019 |
| #6 | -16.92% Jul 22, 2011 - Jan 25, 2012 | -21.66% Jan 4, 2022 - Jun 15, 2023 |
| #7 | -16.85% Oct 29, 2025 - May 5, 2026 | -18.50% Nov 29, 2024 - May 16, 2025 |
| #8 | -14.91% Nov 3, 2015 - Jul 12, 2016 | -15.69% Feb 20, 2015 - Apr 27, 2016 |
| #9 | -13.55% Jul 10, 2024 - Oct 22, 2024 | -14.93% Dec 31, 1999 - Apr 7, 2000 |
| #10 | -12.73% Jul 20, 2015 - Nov 3, 2015 | -12.57% Aug 1, 2023 - Dec 12, 2023 |
| #11 | -11.79% Sep 2, 2020 - Dec 17, 2020 | -12.44% May 5, 2006 - Nov 16, 2006 |
| #12 | -9.90% Jan 26, 2018 - Jun 6, 2018 | -12.22% Mar 2, 2026 - Jun 15, 2026 |
| #13 | -9.65% Apr 2, 2012 - Aug 16, 2012 | -12.16% Mar 16, 2012 - Dec 10, 2012 |
| #14 | -9.35% Feb 12, 2021 - Apr 7, 2021 | -11.41% May 16, 2000 - Aug 11, 2000 |
| #15 | -8.65% Apr 29, 2019 - Jun 20, 2019 | -11.30% Jan 26, 2018 - Sep 21, 2018 |
Correlation
Correlation between MGK and XLI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
MGK vs XLI dividend yield comparison.
| Year | MGK | XLI |
|---|---|---|
| 2026 | 0.17% | 0.50% |
| 2025 | 0.35% | 1.29% |
| 2024 | 0.43% | 1.44% |
| 2023 | 0.50% | 1.63% |
| 2022 | 0.70% | 1.63% |
| 2021 | 0.41% | 1.25% |
| 2020 | 0.65% | 1.55% |
| 2019 | 0.85% | 1.94% |
| 2018 | 1.12% | 2.15% |
| 2017 | 1.23% | 1.77% |
| 2016 | 1.53% | 2.07% |
| 2015 | 1.43% | 2.15% |
| 2014 | 1.25% | 1.85% |
| 2013 | 1.29% | 1.67% |
| 2012 | 1.66% | 2.27% |
| 2011 | 1.36% | 2.16% |
| 2010 | 1.23% | 1.68% |
| 2009 | 1.38% | 2.32% |
| 2008 | 1.35% | 3.10% |
| 2007 | 0.00% | 1.45% |
| 2006 | 0.00% | 2.22% |
| 2005 | 0.00% | 1.56% |
| 2004 | 0.00% | 1.30% |
| 2003 | 0.00% | 1.28% |
| 2002 | 0.00% | 1.60% |
| 2001 | 0.00% | 1.23% |
| 2000 | 0.00% | 1.06% |
| 1999 | 0.00% | 0.66% |
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