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MGV vs IGV

Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF).

5-Year PerformanceMGV has outperformed IGV, delivering a return of +13.0% compared to +4.0%

MGV vs IGV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MGV
$13B
Winner
IGV
$14B
Expense Ratio
Winner
MGV
0.05%
IGV
0.39%
Max Drawdown
Winner
MGV
57.07%
IGV
63.45%
Sharpe Ratio
Winner
MGV
2.24
IGV
-0.34
5Y Beta
Winner
MGV
0.64
IGV
1.21
P/E Ratio
Winner
MGV
22.32
IGV
81.71
Forward P/E
Winner
MGV
16.84
IGV
22.10
PEG Ratio
MGV
0.30
IGV
N/A
5Y Dividends CAGR
Winner
MGV
11.63%
IGV
3.86%
5Y EPS CAGR
MGV
13.67%
Winner
IGV
25.09%
Debt to Equity
Winner
MGV
17.16%
IGV
30.12%
P/S Ratio
Winner
MGV
2.71
IGV
8.83
P/B Ratio
Winner
MGV
3.89
IGV
7.62

MGV vs IGV - Holdings Comparison

MGV and IGV have 3 common holdings. Overlap is 0.65%

MGV's top 25 holdings weight is 50.76%. IGV's top 25 holdings weight is 84.77%.

RankMGVIGV
#1
MICRON TECHNOLOGY INC (MU) - 5.25%
PALO ALTO NETWORKS INC (PANW) - 10.37%
#2
JPMORGAN CHASE & CO (JPM) - 3.63%
MICROSOFT CORP (MSFT) - 8.07%
#3
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.14%
n/a (PLTR) - 7.70%
#4
EXXON MOBIL CORP (n/a) - 2.91%
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.28%
#5
JOHNSON & JOHNSON (JNJ) - 2.61%
ORACLE CORP (ORCL) - 6.26%
#6
WALMART INC (WMT) - 2.44%
SALESFORCE INC (CRM) - 4.81%
#7
INTEL CORP (INTC) - 2.20%
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.76%
#8
CISCO SYSTEMS INC (CSCO) - 2.05%
CADENCE DESIGN SYSTEMS INC (CDNS) - 3.91%
#9
COSTCO WHOLESALE CORP (COST) - 2.04%
SERVICENOW INC (NOW) - 3.87%
#10
CATERPILLAR INC (CAT) - 1.96%
FORTINET INC (FTNT) - 3.62%
#11
ABBVIE INC (ABBV) - 1.85%
DATADOG INC CLASS A (DDOG) - 3.26%
#12
APPLIED MATERIALS INC (AMAT) - 1.71%
SYNOPSYS INC (SNPS) - 3.23%
#13
CHEVRON CORP (CVX) - 1.66%
ADOBE INC (ADBE) - 3.13%
#14
UNITEDHEALTH GROUP INC (UNH) - 1.65%
INTUIT INC (INTU) - 2.73%
#15
PROCTER & GAMBLE CO (PG) - 1.60%
ELECTRONIC ARTS INC (EA) - 1.75%
#16
BANK OF AMERICA CORP (BAC) - 1.60%
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.65%
#17
GE AEROSPACE (GE) - 1.55%
AUTODESK INC (ADSK) - 1.55%
#18
THE HOME DEPOT INC (HD) - 1.52%
ROPER TECHNOLOGIES INC (ROP) - 1.29%
#19
MERCK & CO INC (MRK) - 1.41%
STRATEGY INC CLASS A (MSTR) - 1.09%
#20
THE GOLDMAN SACHS GROUP INC (GS) - 1.39%
FAIR ISAAC CORP (FICO) - 1.05%
#21
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.34%
WORKDAY INC CLASS A (WDAY) - 0.94%
#22
TEXAS INSTRUMENTS INC (TXN) - 1.33%
ZOOM COMMUNICATIONS INC (ZM) - 0.87%
#23
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.33%
ZSCALER INC (ZS) - 0.55%
#24
COCA-COLA CO (KO) - 1.30%
GEN DIGITAL INC (GEN) - 0.52%
#25
QUALCOMM INC (QCOM) - 1.29%
NUTANIX INC CLASS A (NTNX) - 0.51%
Total Holdings129112

MGV vs IGV - Historical Returns

Returns include dividend reinvestment.

1M
MGV
+1.11%
Winner
IGV
+4.88%
3M
MGV
+8.33%
Winner
IGV
+13.23%
6M
MGV
+9.49%
Winner
IGV
+20.59%
1Y
Winner
MGV
+29.89%
IGV
-11.07%
5Y(CAGR)
Winner
MGV
+12.96%
IGV
+3.96%
10Y(CAGR)
MGV
+12.90%
Winner
IGV
+16.28%
Max(CAGR)
MGV
+9.42%
Winner
IGV
+9.58%

MGV vs IGV - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearMGVIGV
2026+17.74%-3.10%
2025+15.69%+5.79%
2024+16.14%+26.94%
2023+9.44%+58.23%
2022-1.69%-34.91%
2021+27.43%+14.54%
2020+1.87%+50.16%
2019+25.48%+35.03%
2018-4.44%+11.20%
2017+16.00%+40.67%
2016+18.26%+8.07%
2015-0.17%+12.72%
2014+13.94%+14.13%
2013+28.83%+26.84%
2012+13.14%+15.96%
2011+0.18%-8.47%
2010+11.13%+22.65%
2009+12.92%+41.64%
2008-34.86%-37.28%
2007-0.46%+15.64%
2006N/A+9.59%
2005N/A-4.50%
2004N/A+12.93%
2003N/A+43.77%
2002N/A-43.69%
2001N/A-13.15%

MGV vs IGV Drawdown Comparison

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

The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.

The current MGV drawdown is -0.28%. The current IGV drawdown is -15.58%.

RankMGVIGV
#1-55.86%
Dec 27, 2007 - Oct 18, 2012		-63.45%
Jul 13, 2001 - Oct 8, 2007
#2-35.41%
Jan 17, 2020 - Dec 4, 2020		-49.81%
Oct 31, 2007 - Oct 26, 2010
#3-16.63%
Sep 21, 2018 - Apr 23, 2019		-45.85%
Nov 9, 2021 - Sep 24, 2024
#4-16.55%
Apr 20, 2022 - Jul 20, 2023		-36.61%
Sep 22, 2025 - Apr 10, 2026
#5-13.18%
Feb 19, 2025 - Jul 1, 2025		-30.30%
Feb 19, 2020 - May 29, 2020
#6-12.88%
May 21, 2015 - Apr 18, 2016		-27.17%
Dec 6, 2024 - Jul 3, 2025
#7-11.02%
Jan 26, 2018 - Sep 14, 2018		-26.30%
Jul 7, 2011 - Mar 13, 2012
#8-9.07%
Jul 24, 2023 - Dec 13, 2023		-22.44%
Sep 14, 2018 - Feb 22, 2019
#9-7.73%
Oct 18, 2012 - Jan 2, 2013		-21.51%
Dec 1, 2015 - May 27, 2016
#10-7.68%
Sep 19, 2014 - Nov 6, 2014		-15.31%
Feb 12, 2021 - Jun 24, 2021
#11-7.06%
Nov 29, 2024 - Feb 19, 2025		-13.64%
Apr 2, 2012 - Jan 25, 2013
#12-6.71%
Jan 11, 2022 - Mar 29, 2022		-13.00%
Aug 17, 2015 - Oct 28, 2015
#13-6.55%
Jul 29, 2019 - Oct 22, 2019		-11.55%
Mar 5, 2014 - Aug 11, 2014
#14-6.41%
Feb 11, 2026 - Apr 30, 2026		-11.41%
Sep 2, 2020 - Nov 27, 2020
#15-6.00%
Apr 30, 2019 - Jun 20, 2019		-10.78%
Jul 26, 2019 - Nov 25, 2019

Correlation

Correlation between MGV and IGV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2003 - 2026)

MGV vs IGV dividend yield comparison.

YearMGVIGV
20260.92%0.02%
20252.04%0.00%
20242.31%0.00%
20232.48%0.01%
20222.45%0.01%
20212.17%0.00%
20202.47%0.35%
20192.69%0.02%
20182.65%0.16%
20172.34%0.09%
20162.53%0.82%
20152.59%0.22%
20142.26%0.29%
20132.29%0.33%
20122.80%0.27%
20112.75%0.04%
20102.37%0.00%
20093.01%0.00%
20083.39%0.00%
20050.00%0.09%
20040.00%0.48%
20030.00%0.65%

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