MGV vs NOBL
Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL, ETF).
5-Year PerformanceMGV has outperformed NOBL, delivering a return of +11.3% compared to +5.0%
MGV vs NOBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MGV
$11B
NOBL
$11B
Expense Ratio
Winner
MGV
0.05%
NOBL
0.35%
Max Drawdown
MGV
57.07%
Winner
NOBL
35.43%
Sharpe Ratio
Winner
MGV
1.97
NOBL
0.68
5Y Beta
MGV
0.65
Winner
NOBL
0.53
P/E Ratio
Winner
MGV
21.36
NOBL
24.47
Forward P/E
Winner
MGV
17.30
NOBL
18.05
PEG Ratio
Winner
MGV
0.41
NOBL
2.38
5Y Dividends CAGR
Winner
MGV
11.56%
NOBL
5.62%
5Y EPS CAGR
Winner
MGV
11.17%
NOBL
7.00%
Debt to Equity
Winner
MGV
4.29%
NOBL
6.02%
P/S Ratio
MGV
2.44
Winner
NOBL
1.79
P/B Ratio
MGV
3.46
Winner
NOBL
3.30
MGV vs NOBL - Holdings Comparison
MGV and NOBL have 27 common holdings. Overlap is 23.04%
MGV's top 25 holdings weight is 47.96%. NOBL's top 25 holdings weight is 40.94%.
| Rank | MGV | NOBL |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.81% | CATERPILLAR INC (CAT) - 1.86% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46% | NUCOR CORP (NUE) - 1.84% |
| #3 | EXXON MOBIL CORP (XOM) - 3.19% | TARGET CORP (TGT) - 1.76% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.97% | LINDE PLC (LIN) - 1.71% |
| #5 | WALMART INC (WMT) - 2.79% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.70% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.31% | FRANKLIN RESOURCES INC (BEN) - 1.70% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.23% | NEXTERA ENERGY INC (NEE) - 1.69% |
| #8 | ABBVIE INC (ABBV) - 2.04% | WEST PHARMACEUTICAL SERVICES INC (WST) - 1.68% |
| #9 | PROCTER & GAMBLE CO (PG) - 1.94% | EXXON MOBIL CORP (XOM) - 1.66% |
| #10 | THE HOME DEPOT INC (HD) - 1.88% | CHEVRON CORP (CVX) - 1.66% |
| #11 | CHEVRON CORP (CVX) - 1.77% | ATMOS ENERGY CORP (ATO) - 1.64% |
| #12 | GE AEROSPACE (GE) - 1.70% | CHUBB LTD (CB) - 1.62% |
| #13 | CATERPILLAR INC (CAT) - 1.57% | W.W. GRAINGER INC (GWW) - 1.61% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.55% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.61% |
| #15 | MERCK & CO INC (MRK) - 1.53% | COCA-COLA CO (KO) - 1.60% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.47% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.58% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% | AFLAC INC (AFL) - 1.58% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.40% | DOVER CORP (DOV) - 1.58% |
| #19 | COCA-COLA CO (KO) - 1.39% | WALMART INC (WMT) - 1.57% |
| #20 | RTX CORP (RTX) - 1.35% | PEPSICO INC (PEP) - 1.57% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 1.32% | CHURCH & DWIGHT CO INC (CHD) - 1.56% |
| #22 | WELLS FARGO & CO (WFC) - 1.27% | CONSOLIDATED EDISON INC (ED) - 1.55% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.54% |
| #24 | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18% | JOHNSON & JOHNSON (JNJ) - 1.54% |
| #25 | LINDE PLC (LIN) - 1.18% | ALBEMARLE CORP (ALB) - 1.53% |
| Total Holdings | 133 | 71 |
MGV vs NOBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGV
+3.03%
NOBL
-0.74%
3M
Winner
MGV
+1.23%
NOBL
-5.01%
6M
Winner
MGV
+13.06%
NOBL
+6.21%
1Y
Winner
MGV
+25.98%
NOBL
+10.97%
5Y(CAGR)
Winner
MGV
+11.28%
NOBL
+5.05%
10Y(CAGR)
Winner
MGV
+12.70%
NOBL
+9.59%
Max(CAGR)
MGV
+9.07%
Winner
NOBL
+10.22%
MGV vs NOBL - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGV | NOBL |
|---|---|---|
| 2026 | +8.58% | +3.00% |
| 2025 | +15.69% | +7.59% |
| 2024 | +16.14% | +6.48% |
| 2023 | +9.44% | +8.00% |
| 2022 | -1.69% | -6.00% |
| 2021 | +27.43% | +27.46% |
| 2020 | +1.87% | +8.22% |
| 2019 | +25.48% | +28.20% |
| 2018 | -4.44% | -3.36% |
| 2017 | +16.00% | +20.64% |
| 2016 | +18.26% | +13.46% |
| 2015 | -0.17% | +0.50% |
| 2014 | +13.94% | +16.55% |
| 2013 | +28.83% | +8.60% |
| 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 NOBL Drawdown Comparison
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The maximum drawdown for NOBL was -35.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current MGV drawdown is -0.10%. The current NOBL drawdown is -6.11%.
| Rank | MGV | NOBL |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -35.43% Jan 17, 2020 - Oct 8, 2020 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -17.91% Jan 4, 2022 - Jul 20, 2023 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -15.37% Nov 29, 2024 - Jan 6, 2026 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -15.27% Sep 21, 2018 - Mar 28, 2019 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -12.92% Jul 26, 2023 - Feb 22, 2024 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -10.39% Jan 26, 2018 - Sep 12, 2018 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -9.84% Aug 17, 2015 - Mar 3, 2016 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -9.11% Feb 27, 2026 - Mar 20, 2026 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -7.85% Jul 20, 2016 - Feb 13, 2017 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -7.09% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -7.05% Dec 30, 2013 - Mar 4, 2014 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -6.33% Aug 16, 2021 - Nov 2, 2021 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -5.69% Mar 28, 2024 - Jul 30, 2024 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -5.50% Apr 30, 2019 - Jun 13, 2019 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -5.45% Jul 30, 2019 - Sep 6, 2019 |
Correlation
Correlation between MGV and NOBL 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 NOBL dividend yield comparison.
| Year | MGV | NOBL |
|---|---|---|
| 2026 | 0.52% | 0.48% |
| 2025 | 2.04% | 2.14% |
| 2024 | 2.31% | 2.05% |
| 2023 | 2.48% | 2.09% |
| 2022 | 2.45% | 1.94% |
| 2021 | 2.17% | 1.89% |
| 2020 | 2.47% | 2.14% |
| 2019 | 2.69% | 1.89% |
| 2018 | 2.65% | 2.37% |
| 2017 | 2.34% | 1.74% |
| 2016 | 2.53% | 2.13% |
| 2015 | 2.59% | 2.02% |
| 2014 | 2.26% | 1.59% |
| 2013 | 2.29% | 0.30% |
| 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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