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 +12.0% compared to +6.0%
MGV vs IGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGV
$12B
IGV
$12B
Expense Ratio
Winner
MGV
0.05%
IGV
0.39%
Max Drawdown
Winner
MGV
57.07%
IGV
63.45%
Sharpe Ratio
Winner
MGV
2.04
IGV
-0.43
5Y Beta
Winner
MGV
0.65
IGV
1.23
P/E Ratio
Winner
MGV
21.36
IGV
59.53
Forward P/E
MGV
17.37
Winner
IGV
16.67
PEG Ratio
MGV
0.41
IGV
N/A
5Y Dividends CAGR
Winner
MGV
11.56%
IGV
-14.38%
5Y EPS CAGR
MGV
11.17%
Winner
IGV
23.66%
Debt to Equity
Winner
MGV
4.29%
IGV
43.11%
P/S Ratio
Winner
MGV
2.49
IGV
6.84
P/B Ratio
Winner
MGV
3.54
IGV
6.19
MGV vs IGV - Holdings Comparison
MGV and IGV have 3 common holdings. Overlap is 0.12%
MGV's top 25 holdings weight is 47.96%. IGV's top 25 holdings weight is 84.64%.
| Rank | MGV | IGV |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.81% | ORACLE CORP (ORCL) - 9.23% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46% | MICROSOFT CORP (MSFT) - 8.75% |
| #3 | EXXON MOBIL CORP (XOM) - 3.19% | n/a (PLTR) - 8.16% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.97% | SALESFORCE INC (CRM) - 6.85% |
| #5 | WALMART INC (WMT) - 2.79% | PALO ALTO NETWORKS INC (PANW) - 5.37% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.31% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.22% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.23% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.33% |
| #8 | ABBVIE INC (ABBV) - 2.04% | INTUIT INC (INTU) - 4.13% |
| #9 | PROCTER & GAMBLE CO (PG) - 1.94% | ADOBE INC (ADBE) - 4.05% |
| #10 | THE HOME DEPOT INC (HD) - 1.88% | SERVICENOW INC (NOW) - 3.87% |
| #11 | CHEVRON CORP (CVX) - 1.77% | SYNOPSYS INC (SNPS) - 3.50% |
| #12 | GE AEROSPACE (GE) - 1.70% | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.44% |
| #13 | CATERPILLAR INC (CAT) - 1.57% | STRATEGY INC CLASS A (MSTR) - 2.13% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.55% | FORTINET INC (FTNT) - 2.07% |
| #15 | MERCK & CO INC (MRK) - 1.53% | AUTODESK INC (ADSK) - 2.06% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.47% | ELECTRONIC ARTS INC (EA) - 1.82% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% | DATADOG INC CLASS A (DDOG) - 1.69% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.40% | ROPER TECHNOLOGIES INC (ROP) - 1.52% |
| #19 | COCA-COLA CO (KO) - 1.39% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.50% |
| #20 | RTX CORP (RTX) - 1.35% | WORKDAY INC CLASS A (WDAY) - 1.08% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 1.32% | FAIR ISAAC CORP (FICO) - 1.00% |
| #22 | WELLS FARGO & CO (WFC) - 1.27% | ZOOM COMMUNICATIONS INC (ZM) - 0.95% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% | PTC INC (PTC) - 0.67% |
| #24 | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18% | TRIMBLE INC (TRMB) - 0.66% |
| #25 | LINDE PLC (LIN) - 1.18% | TYLER TECHNOLOGIES INC (TYL) - 0.59% |
| Total Holdings | 133 | 116 |
MGV vs IGV - Historical Returns
Returns include dividend reinvestment.
1M
MGV
+3.60%
Winner
IGV
+13.65%
3M
MGV
+2.76%
Winner
IGV
+10.47%
6M
Winner
MGV
+11.90%
IGV
-18.58%
1Y
Winner
MGV
+24.69%
IGV
-12.98%
5Y(CAGR)
Winner
MGV
+12.05%
IGV
+6.04%
10Y(CAGR)
MGV
+12.71%
Winner
IGV
+16.11%
Max(CAGR)
MGV
+9.11%
Winner
IGV
+9.21%
MGV vs IGV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | MGV | IGV |
|---|---|---|
| 2026 | +9.44% | -12.84% |
| 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% |
| 2006 | N/A | +9.59% |
| 2005 | N/A | -4.50% |
| 2004 | N/A | +12.93% |
| 2003 | N/A | +43.77% |
| 2002 | N/A | -43.69% |
| 2001 | N/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 IGV drawdown is -24.07%.
| Rank | MGV | IGV |
|---|---|---|
| #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.
| Year | MGV | IGV |
|---|---|---|
| 2026 | 0.51% | 0.00% |
| 2025 | 2.04% | 0.00% |
| 2024 | 2.31% | 0.00% |
| 2023 | 2.48% | 0.01% |
| 2022 | 2.45% | 0.01% |
| 2021 | 2.17% | 0.00% |
| 2020 | 2.47% | 0.35% |
| 2019 | 2.69% | 0.02% |
| 2018 | 2.65% | 0.16% |
| 2017 | 2.34% | 0.09% |
| 2016 | 2.53% | 0.82% |
| 2015 | 2.59% | 0.22% |
| 2014 | 2.26% | 0.29% |
| 2013 | 2.29% | 0.33% |
| 2012 | 2.80% | 0.27% |
| 2011 | 2.75% | 0.04% |
| 2010 | 2.37% | 0.00% |
| 2009 | 3.01% | 0.00% |
| 2008 | 3.39% | 0.00% |
| 2005 | 0.00% | 0.09% |
| 2004 | 0.00% | 0.48% |
| 2003 | 0.00% | 0.65% |
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