MGV vs MGK
Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES (MGK, ETF).
5-Year PerformanceMGK has outperformed MGV, delivering a return of +15.4% compared to +12.7%
MGV vs MGK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGV
$13B
Winner
MGK
$35B
Expense Ratio
MGV
0.05%
MGK
0.05%
Max Drawdown
MGV
57.07%
Winner
MGK
48.54%
Sharpe Ratio
Winner
MGV
2.16
MGK
1.11
5Y Beta
Winner
MGV
0.65
MGK
1.24
P/E Ratio
Winner
MGV
21.89
MGK
35.11
Forward P/E
Winner
MGV
17.91
MGK
27.90
PEG Ratio
Winner
MGV
0.54
MGK
0.56
5Y Dividends CAGR
Winner
MGV
11.56%
MGK
6.67%
5Y EPS CAGR
MGV
11.47%
Winner
MGK
35.94%
Debt to Equity
MGV
30.34%
Winner
MGK
16.00%
P/S Ratio
Winner
MGV
2.56
MGK
9.15
P/B Ratio
Winner
MGV
3.61
MGK
12.24
MGV vs MGK - Holdings Comparison
MGV and MGK have 7 common holdings. Overlap is 1.87%
MGV's top 25 holdings weight is 48.78%. MGK's top 25 holdings weight is 84.46%.
| Rank | MGV | MGK |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.94% | NVIDIA CORP (NVDA) - 13.75% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.22% | APPLE INC (AAPL) - 11.77% |
| #3 | EXXON MOBIL CORP (XOM) - 3.18% | MICROSOFT CORP (MSFT) - 8.68% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.88% | ALPHABET INC CLASS A (GOOGL) - 6.45% |
| #5 | WALMART INC (WMT) - 2.86% | BROADCOM INC (AVGO) - 5.19% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.74% | AMAZON.COM INC (AMZN) - 5.11% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.23% | ALPHABET INC CLASS C (GOOG) - 5.08% |
| #8 | CATERPILLAR INC (CAT) - 2.05% | META PLATFORMS INC CLASS A (META) - 3.90% |
| #9 | INTEL CORP (INTC) - 1.87% | TESLA INC (TSLA) - 3.75% |
| #10 | ABBVIE INC (ABBV) - 1.85% | ELI LILLY AND CO (LLY) - 2.82% |
| #11 | CHEVRON CORP (CVX) - 1.81% | ADVANCED MICRO DEVICES INC (AMD) - 2.28% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.69% | VISA INC CLASS A (V) - 1.88% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.68% | MASTERCARD INC CLASS A (MA) - 1.52% |
| #14 | UNITEDHEALTH GROUP INC (UNH) - 1.66% | NETFLIX INC (NFLX) - 1.50% |
| #15 | THE HOME DEPOT INC (HD) - 1.62% | LAM RESEARCH CORP (LRCX) - 1.32% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.61% | GE VERNOVA INC (GEV) - 1.24% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.55% | n/a (PLTR) - 1.18% |
| #18 | GE AEROSPACE (GE) - 1.43% | ORACLE CORP (ORCL) - 1.13% |
| #19 | COCA-COLA CO (KO) - 1.34% | KLA CORP (KLAC) - 1.01% |
| #20 | MERCK & CO INC (MRK) - 1.33% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.94% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 1.29% | ARISTA NETWORKS INC (ANET) - 0.86% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.27% | AMPHENOL CORP CLASS A (APH) - 0.82% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 1.26% | BOEING CO (BA) - 0.79% |
| #24 | WELLS FARGO & CO (WFC) - 1.25% | TJX COMPANIES INC (TJX) - 0.77% |
| #25 | RTX CORP (RTX) - 1.17% | INTUITIVE SURGICAL INC (ISRG) - 0.72% |
| Total Holdings | 129 | 64 |
MGV vs MGK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGV
+5.88%
MGK
+0.85%
3M
MGV
+11.32%
Winner
MGK
+16.48%
6M
Winner
MGV
+15.60%
MGK
+9.66%
1Y
Winner
MGV
+28.93%
MGK
+26.58%
5Y(CAGR)
MGV
+12.72%
Winner
MGK
+15.42%
10Y(CAGR)
MGV
+13.24%
Winner
MGK
+19.19%
Max(CAGR)
MGV
+9.36%
Winner
MGK
+13.71%
MGV vs MGK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGV | MGK |
|---|---|---|
| 2026 | +15.13% | +8.76% |
| 2025 | +15.69% | +20.97% |
| 2024 | +16.14% | +35.31% |
| 2023 | +9.44% | +52.67% |
| 2022 | -1.69% | -34.27% |
| 2021 | +27.43% | +30.44% |
| 2020 | +1.87% | +38.95% |
| 2019 | +25.48% | +37.26% |
| 2018 | -4.44% | -4.06% |
| 2017 | +16.00% | +28.53% |
| 2016 | +18.26% | +8.42% |
| 2015 | -0.17% | +3.90% |
| 2014 | +13.94% | +14.60% |
| 2013 | +28.83% | +29.31% |
| 2012 | +13.14% | +15.48% |
| 2011 | +0.18% | +2.05% |
| 2010 | +11.13% | +12.89% |
| 2009 | +12.92% | +30.97% |
| 2008 | -34.86% | -35.46% |
| 2007 | -0.46% | -1.13% |
MGV vs MGK Drawdown Comparison
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The maximum drawdown for MGK was -47.97%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current MGK drawdown is -3.01%.
| Rank | MGV | MGK |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -47.97% Dec 27, 2007 - Jan 14, 2011 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -36.02% Dec 27, 2021 - Jan 12, 2024 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -31.23% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -23.36% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -22.59% Oct 1, 2018 - Apr 22, 2019 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -16.92% Jul 22, 2011 - Jan 25, 2012 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -16.85% Oct 29, 2025 - May 5, 2026 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -14.91% Nov 3, 2015 - Jul 12, 2016 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -13.55% Jul 10, 2024 - Oct 22, 2024 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -12.73% Jul 20, 2015 - Nov 3, 2015 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -11.79% Sep 2, 2020 - Dec 17, 2020 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -9.90% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -9.65% Apr 2, 2012 - Aug 16, 2012 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -9.35% Feb 12, 2021 - Apr 7, 2021 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -8.65% Apr 29, 2019 - Jun 20, 2019 |
Correlation
Correlation between MGV and MGK 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 MGK dividend yield comparison.
| Year | MGV | MGK |
|---|---|---|
| 2026 | 0.49% | 0.07% |
| 2025 | 2.04% | 0.35% |
| 2024 | 2.31% | 0.43% |
| 2023 | 2.48% | 0.50% |
| 2022 | 2.45% | 0.70% |
| 2021 | 2.17% | 0.41% |
| 2020 | 2.47% | 0.65% |
| 2019 | 2.69% | 0.85% |
| 2018 | 2.65% | 1.12% |
| 2017 | 2.34% | 1.23% |
| 2016 | 2.53% | 1.53% |
| 2015 | 2.59% | 1.43% |
| 2014 | 2.26% | 1.25% |
| 2013 | 2.29% | 1.29% |
| 2012 | 2.80% | 1.66% |
| 2011 | 2.75% | 1.36% |
| 2010 | 2.37% | 1.23% |
| 2009 | 3.01% | 1.38% |
| 2008 | 3.39% | 1.35% |
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