MGV vs AVUS

Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).

5-Year PerformanceAVUS has outperformed MGV, delivering a return of +13.5% compared to +12.0%

MGV vs AVUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGV(ETF)	AVUS(ETF)
Net Assets	$12B	$12B
Expense Ratio	0.05%	0.15%
Max Drawdown	57.07%	37.04%
Sharpe Ratio	2.04	2.16
5Y Beta	0.65	0.98
P/E Ratio	21.36	24.45
Forward P/E	17.37	18.27
PEG Ratio	0.41	N/A
5Y Dividends CAGR	11.56%	14.19%
5Y EPS CAGR	11.17%	23.68%
Debt to Equity	4.29%	N/A
P/S Ratio	2.49	2.30
P/B Ratio	3.54	4.00

Net Assets

MGV

$12B

Winner

AVUS

$12B

Expense Ratio

Winner

MGV

0.05%

AVUS

0.15%

Max Drawdown

MGV

57.07%

Winner

AVUS

37.04%

Sharpe Ratio

MGV

2.04

Winner

AVUS

2.16

5Y Beta

Winner

MGV

0.65

AVUS

0.98

P/E Ratio

Winner

MGV

21.36

AVUS

24.45

Forward P/E

Winner

MGV

17.37

AVUS

18.27

PEG Ratio

MGV

0.41

AVUS

N/A

5Y Dividends CAGR

MGV

11.56%

Winner

AVUS

14.19%

5Y EPS CAGR

MGV

11.17%

Winner

AVUS

23.68%

Debt to Equity

MGV

4.29%

AVUS

N/A

P/S Ratio

MGV

2.49

Winner

AVUS

2.30

P/B Ratio

Winner

MGV

3.54

AVUS

4.00

MGV vs AVUS - Holdings Comparison

MGV and AVUS have 110 common holdings. Overlap is 28.77%

MGV's top 25 holdings weight is 47.96%. AVUS's top 25 holdings weight is 37.92%.

Rank	MGV	AVUS
#1	JPMORGAN CHASE & CO (JPM) - 3.81%	NVIDIA CORP (NVDA) - 4.90%
#2	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46%	APPLE INC (AAPL) - 4.85%
#3	EXXON MOBIL CORP (XOM) - 3.19%	MICROSOFT CORP (MSFT) - 3.53%
#4	JOHNSON & JOHNSON (JNJ) - 2.97%	AMAZON.COM INC (AMZN) - 3.21%
#5	WALMART INC (WMT) - 2.79%	ALPHABET INC CLASS A (GOOGL) - 2.36%
#6	MICRON TECHNOLOGY INC (MU) - 2.31%	META PLATFORMS INC CLASS A (META) - 2.29%
#7	COSTCO WHOLESALE CORP (COST) - 2.23%	ALPHABET INC CLASS C (GOOG) - 1.89%
#8	ABBVIE INC (ABBV) - 2.04%	JPMORGAN CHASE & CO (JPM) - 1.34%
#9	PROCTER & GAMBLE CO (PG) - 1.94%	EXXON MOBIL CORP (XOM) - 1.33%
#10	THE HOME DEPOT INC (HD) - 1.88%	MICRON TECHNOLOGY INC (MU) - 1.09%
#11	CHEVRON CORP (CVX) - 1.77%	BROADCOM INC (AVGO) - 1.01%
#12	GE AEROSPACE (GE) - 1.70%	LAM RESEARCH CORP (LRCX) - 0.90%
#13	CATERPILLAR INC (CAT) - 1.57%	CATERPILLAR INC (CAT) - 0.90%
#14	BANK OF AMERICA CORP (BAC) - 1.55%	TESLA INC (TSLA) - 0.80%
#15	MERCK & CO INC (MRK) - 1.53%	WALMART INC (WMT) - 0.78%
#16	APPLIED MATERIALS INC (AMAT) - 1.47%	COSTCO WHOLESALE CORP (COST) - 0.75%
#17	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44%	ELI LILLY AND CO (LLY) - 0.73%
#18	CISCO SYSTEMS INC (CSCO) - 1.40%	JOHNSON & JOHNSON (JNJ) - 0.72%
#19	COCA-COLA CO (KO) - 1.39%	MERCK & CO INC (MRK) - 0.72%
#20	RTX CORP (RTX) - 1.35%	VISA INC CLASS A (V) - 0.72%
#21	UNITEDHEALTH GROUP INC (UNH) - 1.32%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68%
#22	WELLS FARGO & CO (WFC) - 1.27%	CHEVRON CORP (CVX) - 0.67%
#23	THE GOLDMAN SACHS GROUP INC (GS) - 1.22%	APPLIED MATERIALS INC (AMAT) - 0.66%
#24	BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18%	MASTERCARD INC CLASS A (MA) - 0.55%
#25	LINDE PLC (LIN) - 1.18%	GILEAD SCIENCES INC (GILD) - 0.54%
Total Holdings	133	1846

MGV vs AVUS - Historical Returns

Returns include dividend reinvestment.

Period	MGV	AVUS
1 month	+3.60%	+6.25%
3 months	+2.76%	+7.87%
6 months	+11.90%	+12.77%
1 year	+24.69%	+31.05%
5 years(CAGR)	+12.05%	+13.48%
10 years(CAGR)	+12.71%	N/A
Max(CAGR)	+9.11%	+16.25%

MGV

+3.60%

Winner

AVUS

+6.25%

MGV

+2.76%

Winner

AVUS

+7.87%

MGV

+11.90%

Winner

AVUS

+12.77%

MGV

+24.69%

Winner

AVUS

+31.05%

5Y(CAGR)

MGV

+12.05%

Winner

AVUS

+13.48%

10Y(CAGR)

MGV

+12.71%

AVUS

N/A

Max(CAGR)

MGV

+9.11%

Winner

AVUS

+16.25%

MGV vs AVUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MGV	AVUS
2026	+9.44%	+10.85%
2025	+15.69%	+16.80%
2024	+16.14%	+21.05%
2023	+9.44%	+22.55%
2022	-1.69%	-14.25%
2021	+27.43%	+30.39%
2020	+1.87%	+16.67%
2019	+25.48%	+8.87%
2018	-4.44%	N/A
2017	+16.00%	N/A
2016	+18.26%	N/A
2015	-0.17%	N/A
2014	+13.94%	N/A
2013	+28.83%	N/A
2012	+13.14%	N/A
2011	+0.18%	N/A
2010	+11.13%	N/A
2009	+12.92%	N/A
2008	-34.86%	N/A
2007	-0.46%	N/A

MGV vs AVUS Drawdown Comparison

The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.

The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.

The current AVUS drawdown is -0.28%.

Rank	MGV	AVUS
#1	-55.86% Dec 27, 2007 - Oct 18, 2012	-37.04% Feb 19, 2020 - Aug 27, 2020
#2	-35.41% Jan 17, 2020 - Dec 4, 2020	-22.20% Jan 4, 2022 - Dec 13, 2023
#3	-16.63% Sep 21, 2018 - Apr 23, 2019	-19.74% Dec 4, 2024 - Jul 1, 2025
#4	-16.55% Apr 20, 2022 - Jul 20, 2023	-9.15% Sep 2, 2020 - Oct 12, 2020
#5	-13.18% Feb 19, 2025 - Jul 1, 2025	-8.68% Jul 16, 2024 - Sep 19, 2024
#6	-12.88% May 21, 2015 - Apr 18, 2016	-7.85% Feb 25, 2026 - Apr 14, 2026
#7	-11.02% Jan 26, 2018 - Sep 14, 2018	-6.89% Oct 12, 2020 - Nov 9, 2020
#8	-9.07% Jul 24, 2023 - Dec 13, 2023	-5.56% Nov 16, 2021 - Dec 27, 2021
#9	-7.73% Oct 18, 2012 - Jan 2, 2013	-5.49% Mar 28, 2024 - May 15, 2024
#10	-7.68% Sep 19, 2014 - Nov 6, 2014	-4.79% Oct 27, 2025 - Nov 28, 2025
#11	-7.06% Nov 29, 2024 - Feb 19, 2025	-4.24% Jan 20, 2021 - Feb 4, 2021
#12	-6.71% Jan 11, 2022 - Mar 29, 2022	-4.24% Sep 2, 2021 - Oct 19, 2021
#13	-6.55% Jul 29, 2019 - Oct 22, 2019	-4.23% May 7, 2021 - Jun 4, 2021
#14	-6.41% Feb 11, 2026 - Apr 30, 2026	-4.06% Jul 12, 2021 - Jul 29, 2021
#15	-6.00% Apr 30, 2019 - Jun 20, 2019	-4.00% Feb 24, 2021 - Mar 10, 2021

Correlation

Correlation between MGV and AVUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2008 - 2026)

MGV vs AVUS dividend yield comparison.

Year	MGV	AVUS
2026	0.51%	0.20%
2025	2.04%	1.08%
2024	2.31%	1.27%
2023	2.48%	1.41%
2022	2.45%	1.59%
2021	2.17%	1.08%
2020	2.47%	1.19%
2019	2.69%	0.35%
2018	2.65%	0.00%
2017	2.34%	0.00%
2016	2.53%	0.00%
2015	2.59%	0.00%
2014	2.26%	0.00%
2013	2.29%	0.00%
2012	2.80%	0.00%
2011	2.75%	0.00%
2010	2.37%	0.00%
2009	3.01%	0.00%
2008	3.39%	0.00%