MGV vs ESGV
Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF).
5-Year PerformanceESGV has outperformed MGV, delivering a return of +12.0% compared to +11.3%
MGV vs ESGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MGV
$11B
ESGV
$11B
Expense Ratio
Winner
MGV
0.05%
ESGV
0.09%
Max Drawdown
MGV
57.07%
Winner
ESGV
33.86%
Sharpe Ratio
Winner
MGV
1.97
ESGV
1.87
5Y Beta
Winner
MGV
0.65
ESGV
1.05
P/E Ratio
Winner
MGV
21.36
ESGV
27.59
Forward P/E
Winner
MGV
17.30
ESGV
20.68
PEG Ratio
MGV
0.41
ESGV
N/A
5Y Dividends CAGR
MGV
11.56%
Winner
ESGV
12.06%
5Y EPS CAGR
MGV
11.17%
Winner
ESGV
25.82%
Debt to Equity
Winner
MGV
4.29%
ESGV
12.22%
P/S Ratio
Winner
MGV
2.44
ESGV
3.30
P/B Ratio
Winner
MGV
3.46
ESGV
5.11
MGV vs ESGV - Holdings Comparison
MGV and ESGV have 85 common holdings. Overlap is 22.80%
MGV's top 25 holdings weight is 47.96%. ESGV's top 25 holdings weight is 53.72%.
| Rank | MGV | ESGV |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.81% | NVIDIA CORP (NVDA) - 7.68% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46% | APPLE INC (AAPL) - 7.53% |
| #3 | EXXON MOBIL CORP (XOM) - 3.19% | MICROSOFT CORP (MSFT) - 6.76% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.97% | AMAZON.COM INC (AMZN) - 4.15% |
| #5 | WALMART INC (WMT) - 2.79% | BROADCOM INC (AVGO) - 3.45% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.31% | ALPHABET INC CLASS A (GOOGL) - 3.42% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.23% | ALPHABET INC CLASS C (GOOG) - 2.83% |
| #8 | ABBVIE INC (ABBV) - 2.04% | META PLATFORMS INC CLASS A (META) - 2.62% |
| #9 | PROCTER & GAMBLE CO (PG) - 1.94% | TESLA INC (TSLA) - 2.24% |
| #10 | THE HOME DEPOT INC (HD) - 1.88% | JPMORGAN CHASE & CO (JPM) - 1.61% |
| #11 | CHEVRON CORP (CVX) - 1.77% | ELI LILLY AND CO (LLY) - 1.60% |
| #12 | GE AEROSPACE (GE) - 1.70% | VISA INC CLASS A (V) - 1.06% |
| #13 | CATERPILLAR INC (CAT) - 1.57% | NETFLIX INC (NFLX) - 0.85% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.55% | MASTERCARD INC CLASS A (MA) - 0.83% |
| #15 | MERCK & CO INC (MRK) - 1.53% | ABBVIE INC (ABBV) - 0.75% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.47% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% | n/a (PLTR) - 0.68% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.40% | BANK OF AMERICA CORP (BAC) - 0.67% |
| #19 | COCA-COLA CO (KO) - 1.39% | THE HOME DEPOT INC (HD) - 0.66% |
| #20 | RTX CORP (RTX) - 1.35% | PROCTER & GAMBLE CO (PG) - 0.65% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 1.32% | ADVANCED MICRO DEVICES INC (AMD) - 0.65% |
| #22 | WELLS FARGO & CO (WFC) - 1.27% | ORACLE CORP (ORCL) - 0.62% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% | CISCO SYSTEMS INC (CSCO) - 0.57% |
| #24 | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18% | UNITEDHEALTH GROUP INC (UNH) - 0.56% |
| #25 | LINDE PLC (LIN) - 1.18% | COCA-COLA CO (KO) - 0.53% |
| Total Holdings | 133 | 1273 |
MGV vs ESGV - Historical Returns
Returns include dividend reinvestment.
1M
MGV
+3.03%
Winner
ESGV
+11.04%
3M
MGV
+1.23%
Winner
ESGV
+7.57%
6M
Winner
MGV
+13.06%
ESGV
+10.00%
1Y
MGV
+25.98%
Winner
ESGV
+32.00%
5Y(CAGR)
MGV
+11.28%
Winner
ESGV
+12.04%
10Y(CAGR)
MGV
+12.70%
ESGV
N/A
Max(CAGR)
MGV
+9.07%
Winner
ESGV
+14.56%
MGV vs ESGV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGV | ESGV |
|---|---|---|
| 2026 | +8.58% | +7.85% |
| 2025 | +15.69% | +16.78% |
| 2024 | +16.14% | +25.78% |
| 2023 | +9.44% | +31.30% |
| 2022 | -1.69% | -24.39% |
| 2021 | +27.43% | +28.15% |
| 2020 | +1.87% | +24.59% |
| 2019 | +25.48% | +33.24% |
| 2018 | -4.44% | -14.58% |
| 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 ESGV Drawdown Comparison
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current MGV drawdown is -0.10%.
| Rank | MGV | ESGV |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -33.67% Feb 19, 2020 - Jul 22, 2020 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -28.81% Dec 27, 2021 - Jan 19, 2024 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -20.41% Feb 19, 2025 - Jun 27, 2025 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -19.89% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -11.60% Jan 12, 2026 - Apr 17, 2026 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -9.63% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -9.31% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -7.03% May 3, 2019 - Jun 20, 2019 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -6.38% Mar 28, 2024 - May 15, 2024 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -6.26% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -5.94% Oct 28, 2025 - Dec 23, 2025 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -5.83% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -5.79% Feb 12, 2021 - Apr 1, 2021 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -4.82% Nov 16, 2021 - Dec 27, 2021 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -4.59% Apr 29, 2021 - Jun 10, 2021 |
Correlation
Correlation between MGV and ESGV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
MGV vs ESGV dividend yield comparison.
| Year | MGV | ESGV |
|---|---|---|
| 2026 | 0.52% | 0.23% |
| 2025 | 2.04% | 0.91% |
| 2024 | 2.31% | 1.04% |
| 2023 | 2.48% | 1.16% |
| 2022 | 2.45% | 1.42% |
| 2021 | 2.17% | 0.95% |
| 2020 | 2.47% | 1.11% |
| 2019 | 2.69% | 1.27% |
| 2018 | 2.65% | 0.28% |
| 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% |
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