MGV vs MOAT
Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF).
5-Year PerformanceMGV has outperformed MOAT, delivering a return of +11.3% compared to +8.1%
MGV vs MOAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGV
$11B
Winner
MOAT
$12B
Expense Ratio
Winner
MGV
0.05%
MOAT
0.46%
Max Drawdown
MGV
57.07%
Winner
MOAT
33.31%
Sharpe Ratio
Winner
MGV
1.97
MOAT
1.02
5Y Beta
Winner
MGV
0.65
MOAT
0.82
P/E Ratio
Winner
MGV
21.36
MOAT
25.24
Forward P/E
Winner
MGV
17.30
MOAT
18.34
PEG Ratio
Winner
MGV
0.41
MOAT
0.88
5Y Dividends CAGR
Winner
MGV
11.56%
MOAT
10.54%
5Y EPS CAGR
MGV
11.17%
Winner
MOAT
13.42%
Debt to Equity
MGV
4.29%
Winner
MOAT
-60.21%
P/S Ratio
Winner
MGV
2.44
MOAT
2.98
P/B Ratio
Winner
MGV
3.46
MOAT
4.77
MGV vs MOAT - Holdings Comparison
MGV and MOAT have 15 common holdings. Overlap is 9.28%
MGV's top 25 holdings weight is 47.96%. MOAT's top 25 holdings weight is 60.32%.
| Rank | MGV | MOAT |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.81% | MASCO CORP (MAS) - 3.03% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46% | NVIDIA CORP (NVDA) - 2.96% |
| #3 | EXXON MOBIL CORP (XOM) - 3.19% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.81% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.97% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.75% |
| #5 | WALMART INC (WMT) - 2.79% | NXP SEMICONDUCTORS NV (NXPI) - 2.74% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.31% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.70% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.23% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.70% |
| #8 | ABBVIE INC (ABBV) - 2.04% | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.66% |
| #9 | PROCTER & GAMBLE CO (PG) - 1.94% | FORTINET INC (FTNT) - 2.65% |
| #10 | THE HOME DEPOT INC (HD) - 1.88% | KENVUE INC (KVUE) - 2.63% |
| #11 | CHEVRON CORP (CVX) - 1.77% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.56% |
| #12 | GE AEROSPACE (GE) - 1.70% | ZOETIS INC CLASS A (ZTS) - 2.51% |
| #13 | CATERPILLAR INC (CAT) - 1.57% | MICROSOFT CORP (MSFT) - 2.49% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.55% | CLOROX CO (CLX) - 2.36% |
| #15 | MERCK & CO INC (MRK) - 1.53% | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.33% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.47% | TRANSUNION (TRU) - 2.32% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.32% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.40% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.22% |
| #19 | COCA-COLA CO (KO) - 1.39% | TYLER TECHNOLOGIES INC (TYL) - 2.18% |
| #20 | RTX CORP (RTX) - 1.35% | DANAHER CORP (DHR) - 2.18% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 1.32% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.05% |
| #22 | WELLS FARGO & CO (WFC) - 1.27% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.03% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% | NIKE INC CLASS B (NKE) - 1.96% |
| #24 | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18% | ENTEGRIS INC (ENTG) - 1.60% |
| #25 | LINDE PLC (LIN) - 1.18% | AMAZON.COM INC (AMZN) - 1.58% |
| Total Holdings | 133 | 58 |
MGV vs MOAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGV
+3.03%
MOAT
+2.97%
3M
Winner
MGV
+1.23%
MOAT
-3.98%
6M
Winner
MGV
+13.06%
MOAT
+2.88%
1Y
Winner
MGV
+25.98%
MOAT
+17.54%
5Y(CAGR)
Winner
MGV
+11.28%
MOAT
+8.08%
10Y(CAGR)
MGV
+12.70%
Winner
MOAT
+13.73%
Max(CAGR)
MGV
+9.07%
Winner
MOAT
+13.53%
MGV vs MOAT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGV | MOAT |
|---|---|---|
| 2026 | +8.58% | -1.92% |
| 2025 | +15.69% | +13.88% |
| 2024 | +16.14% | +11.05% |
| 2023 | +9.44% | +31.18% |
| 2022 | -1.69% | -14.12% |
| 2021 | +27.43% | +25.53% |
| 2020 | +1.87% | +13.81% |
| 2019 | +25.48% | +34.59% |
| 2018 | -4.44% | -2.52% |
| 2017 | +16.00% | +21.47% |
| 2016 | +18.26% | +22.77% |
| 2015 | -0.17% | -4.92% |
| 2014 | +13.94% | +10.27% |
| 2013 | +28.83% | +27.51% |
| 2012 | +13.14% | +9.65% |
| 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 MOAT Drawdown Comparison
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The current MGV drawdown is -0.10%. The current MOAT drawdown is -5.70%.
| Rank | MGV | MOAT |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -33.31% Feb 12, 2020 - Jun 8, 2020 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -23.95% Nov 5, 2021 - Jun 2, 2023 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -21.44% Nov 25, 2024 - Jul 10, 2025 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -16.11% Sep 21, 2018 - Feb 15, 2019 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -15.09% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -14.59% Nov 21, 2014 - Apr 13, 2016 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -12.43% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -11.96% May 1, 2012 - Aug 16, 2012 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -11.94% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -10.46% Jun 8, 2020 - Aug 27, 2020 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -8.54% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -8.17% May 3, 2019 - Jul 12, 2019 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -7.43% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -7.19% Jun 6, 2016 - Jul 12, 2016 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -6.85% Jul 26, 2019 - Sep 11, 2019 |
Correlation
Correlation between MGV and MOAT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2008 - 2026)
MGV vs MOAT dividend yield comparison.
| Year | MGV | MOAT |
|---|---|---|
| 2026 | 0.52% | 0.00% |
| 2025 | 2.04% | 1.36% |
| 2024 | 2.31% | 1.37% |
| 2023 | 2.48% | 0.86% |
| 2022 | 2.45% | 1.25% |
| 2021 | 2.17% | 1.08% |
| 2020 | 2.47% | 1.46% |
| 2019 | 2.69% | 1.31% |
| 2018 | 2.65% | 1.79% |
| 2017 | 2.34% | 1.07% |
| 2016 | 2.53% | 1.17% |
| 2015 | 2.59% | 2.13% |
| 2014 | 2.26% | 1.34% |
| 2013 | 2.29% | 0.79% |
| 2012 | 2.80% | 0.61% |
| 2011 | 2.75% | 0.00% |
| 2010 | 2.37% | 0.00% |
| 2009 | 3.01% | 0.00% |
| 2008 | 3.39% | 0.00% |
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