MGV vs JCPB
Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and JPMORGAN CORE PLUS BOND ETF (JCPB, ETF).
5-Year PerformanceMGV has outperformed JCPB, delivering a return of +12.7% compared to +1.1%
MGV vs JCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MGV
$13B
JCPB
$12B
Expense Ratio
Winner
MGV
0.05%
JCPB
0.38%
Max Drawdown
MGV
57.07%
Winner
JCPB
22.96%
Sharpe Ratio
Winner
MGV
2.16
JCPB
0.53
5Y Beta
MGV
0.65
Winner
JCPB
0.05
P/E Ratio
MGV
21.89
JCPB
N/A
Forward P/E
MGV
17.91
JCPB
N/A
PEG Ratio
MGV
0.54
JCPB
N/A
5Y Dividends CAGR
Winner
MGV
11.56%
JCPB
7.91%
5Y EPS CAGR
MGV
11.47%
JCPB
N/A
Debt to Equity
MGV
30.34%
JCPB
N/A
P/S Ratio
MGV
2.56
JCPB
N/A
P/B Ratio
MGV
3.61
JCPB
N/A
MGV vs JCPB - Holdings Comparison
MGV and JCPB have 1 common holdings. Overlap is -0.10%
MGV's top 25 holdings weight is 48.78%. JCPB's top 25 holdings weight is 40.80%.
| Rank | MGV | JCPB |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.94% | n/a (n/a) - 7.61% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.22% | n/a (n/a) - 4.59% |
| #3 | EXXON MOBIL CORP (XOM) - 3.18% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.88% | n/a (n/a) - 2.95% |
| #5 | WALMART INC (WMT) - 2.86% | n/a (n/a) - 2.90% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.74% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.23% | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% |
| #8 | CATERPILLAR INC (CAT) - 2.05% | n/a (n/a) - 1.80% |
| #9 | INTEL CORP (INTC) - 1.87% | n/a (n/a) - 1.35% |
| #10 | ABBVIE INC (ABBV) - 1.85% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% |
| #11 | CHEVRON CORP (CVX) - 1.81% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.69% | n/a (n/a) - 1.09% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.68% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% |
| #14 | UNITEDHEALTH GROUP INC (UNH) - 1.66% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% |
| #15 | THE HOME DEPOT INC (HD) - 1.62% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.61% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.55% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% |
| #18 | GE AEROSPACE (GE) - 1.43% | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% |
| #19 | COCA-COLA CO (KO) - 1.34% | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% |
| #20 | MERCK & CO INC (MRK) - 1.33% | n/a (n/a) - 0.67% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 1.29% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.27% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 1.26% | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% |
| #24 | WELLS FARGO & CO (WFC) - 1.25% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% |
| #25 | RTX CORP (RTX) - 1.17% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% |
| Total Holdings | 129 | 1670 |
MGV vs JCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGV
+5.88%
JCPB
+1.20%
3M
Winner
MGV
+11.32%
JCPB
+0.42%
6M
Winner
MGV
+15.60%
JCPB
+1.32%
1Y
Winner
MGV
+28.93%
JCPB
+6.09%
5Y(CAGR)
Winner
MGV
+12.72%
JCPB
+1.12%
10Y(CAGR)
MGV
+13.24%
JCPB
N/A
Max(CAGR)
Winner
MGV
+9.36%
JCPB
+2.80%
MGV vs JCPB - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGV | JCPB |
|---|---|---|
| 2026 | +15.13% | +1.00% |
| 2025 | +15.69% | +7.95% |
| 2024 | +16.14% | +3.38% |
| 2023 | +9.44% | +6.57% |
| 2022 | -1.69% | -12.45% |
| 2021 | +27.43% | -0.46% |
| 2020 | +1.87% | +8.93% |
| 2019 | +25.48% | +7.76% |
| 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 JCPB Drawdown Comparison
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The current JCPB drawdown is -1.12%.
| Rank | MGV | JCPB |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -16.68% Sep 14, 2021 - Aug 1, 2025 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -6.03% Mar 6, 2020 - Jun 23, 2020 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -3.48% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -2.12% Sep 5, 2019 - Oct 3, 2019 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -1.97% Oct 7, 2019 - Jan 24, 2020 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -1.49% Aug 4, 2020 - Nov 30, 2020 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -1.05% Oct 28, 2025 - Nov 25, 2025 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -0.88% Aug 3, 2021 - Sep 14, 2021 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -0.83% Nov 26, 2025 - Jan 13, 2026 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -0.71% Jul 5, 2019 - Aug 2, 2019 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -0.56% Apr 1, 2019 - May 7, 2019 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -0.53% Jan 31, 2020 - Feb 10, 2020 |
Correlation
Correlation between MGV and JCPB is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2008 - 2026)
MGV vs JCPB dividend yield comparison.
| Year | MGV | JCPB |
|---|---|---|
| 2026 | 0.49% | 2.02% |
| 2025 | 2.04% | 4.90% |
| 2024 | 2.31% | 5.16% |
| 2023 | 2.48% | 4.32% |
| 2022 | 2.45% | 3.01% |
| 2021 | 2.17% | 2.19% |
| 2020 | 2.47% | 2.97% |
| 2019 | 2.69% | 3.01% |
| 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% |
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