MGV vs SCHE
Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and SCHWAB EMERGING MARKETS EQUITY ETF (SCHE, ETF).
5-Year PerformanceMGV has outperformed SCHE, delivering a return of +13.0% compared to +4.7%
MGV vs SCHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MGV
$13B
SCHE
$13B
Expense Ratio
Winner
MGV
0.05%
SCHE
0.06%
Max Drawdown
MGV
57.07%
Winner
SCHE
43.08%
Sharpe Ratio
Winner
MGV
2.22
SCHE
1.29
5Y Beta
Winner
MGV
0.65
SCHE
0.75
P/E Ratio
MGV
21.96
SCHE
N/A
Forward P/E
MGV
17.96
SCHE
N/A
PEG Ratio
MGV
0.57
SCHE
N/A
5Y Dividends CAGR
Winner
MGV
11.56%
SCHE
4.54%
5Y EPS CAGR
MGV
11.47%
SCHE
N/A
Debt to Equity
MGV
30.34%
SCHE
N/A
P/S Ratio
MGV
2.54
SCHE
N/A
P/B Ratio
MGV
3.61
SCHE
N/A
MGV vs SCHE - Holdings Comparison
MGV and SCHE have 1 common holdings. Overlap is 0.00%
MGV's top 25 holdings weight is 48.78%. SCHE's top 25 holdings weight is 36.48%.
| Rank | MGV | SCHE |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.94% | n/a (n/a) - 10.49% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.22% | TENCENT HOLDINGS LTD (n/a) - 4.66% |
| #3 | EXXON MOBIL CORP (XOM) - 3.18% | n/a (n/a) - 3.02% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.88% | HDFC BANK LTD (n/a) - 1.48% |
| #5 | WALMART INC (WMT) - 2.86% | XIAOMI CORP CLASS B (n/a) - 1.43% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.74% | SSC GOVERNMENT MM GVMXX (n/a) - 1.42% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.23% | RELIANCE INDUSTRIES LTD (n/a) - 1.26% |
| #8 | CATERPILLAR INC (CAT) - 2.05% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.14% |
| #9 | INTEL CORP (INTC) - 1.87% | ICICI BANK LTD (n/a) - 1.01% |
| #10 | ABBVIE INC (ABBV) - 1.85% | PDD HOLDINGS INC ADR (PDD) - 0.98% |
| #11 | CHEVRON CORP (CVX) - 1.81% | MEITUAN CLASS B (n/a) - 0.98% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.69% | MEDIATEK INC (n/a) - 0.80% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.68% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.75% |
| #14 | UNITEDHEALTH GROUP INC (UNH) - 1.66% | n/a (n/a) - 0.75% |
| #15 | THE HOME DEPOT INC (HD) - 1.62% | INFOSYS LTD (n/a) - 0.72% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.61% | BYD CO LTD CLASS H (n/a) - 0.71% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.55% | BHARTI AIRTEL LTD (n/a) - 0.67% |
| #18 | GE AEROSPACE (GE) - 1.43% | NASPERS LTD CLASS N (n/a) - 0.58% |
| #19 | COCA-COLA CO (KO) - 1.34% | NETEASE INC ORDINARY SHARES (n/a) - 0.57% |
| #20 | MERCK & CO INC (MRK) - 1.33% | n/a (n/a) - 0.56% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 1.29% | AL RAJHI BANK (n/a) - 0.56% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.27% | MSCI EMGMKT SEP25 IFUS 20250919 (n/a) - 0.54% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 1.26% | BANK OF CHINA LTD CLASS H (n/a) - 0.49% |
| #24 | WELLS FARGO & CO (WFC) - 1.25% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.47% |
| #25 | RTX CORP (RTX) - 1.17% | TRIP.COM GROUP LTD (n/a) - 0.44% |
| Total Holdings | 129 | 2060 |
MGV vs SCHE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGV
+3.59%
SCHE
+0.08%
3M
Winner
MGV
+12.32%
SCHE
+10.23%
6M
Winner
MGV
+14.75%
SCHE
+9.49%
1Y
Winner
MGV
+27.31%
SCHE
+23.02%
5Y(CAGR)
Winner
MGV
+12.97%
SCHE
+4.72%
10Y(CAGR)
Winner
MGV
+13.33%
SCHE
+8.85%
Max(CAGR)
Winner
MGV
+9.33%
SCHE
+4.88%
MGV vs SCHE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGV | SCHE |
|---|---|---|
| 2026 | +14.78% | +6.77% |
| 2025 | +15.69% | +26.79% |
| 2024 | +16.14% | +12.09% |
| 2023 | +9.44% | +7.70% |
| 2022 | -1.69% | -18.40% |
| 2021 | +27.43% | -1.09% |
| 2020 | +1.87% | +11.85% |
| 2019 | +25.48% | +19.86% |
| 2018 | -4.44% | -15.00% |
| 2017 | +16.00% | +31.51% |
| 2016 | +18.26% | +16.52% |
| 2015 | -0.17% | -15.70% |
| 2014 | +13.94% | +3.35% |
| 2013 | +28.83% | -6.02% |
| 2012 | +13.14% | +14.99% |
| 2011 | +0.18% | -17.91% |
| 2010 | +11.13% | +15.52% |
| 2009 | +12.92% | N/A |
| 2008 | -34.86% | N/A |
| 2007 | -0.46% | N/A |
MGV vs SCHE Drawdown Comparison
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The maximum drawdown for SCHE was -36.25%, occurring on Mar 23, 2020. Recovery took 702 trading sessions.
The current MGV drawdown is -0.88%. The current SCHE drawdown is -3.92%.
| Rank | MGV | SCHE |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -36.25% Jan 26, 2018 - Nov 9, 2020 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -35.73% Feb 17, 2021 - Jul 16, 2025 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -35.64% Sep 5, 2014 - Jul 14, 2017 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -29.51% Apr 8, 2011 - Jul 28, 2014 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -18.24% Apr 14, 2010 - Sep 15, 2010 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -12.63% Jan 14, 2010 - Apr 1, 2010 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -11.29% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -7.97% Jan 3, 2011 - Apr 1, 2011 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -7.65% Nov 5, 2010 - Jan 3, 2011 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -5.68% Jun 2, 2026 - Jun 22, 2026 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -5.21% Jan 20, 2021 - Feb 5, 2021 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -5.04% May 6, 2026 - Jun 2, 2026 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -5.02% Oct 29, 2025 - Jan 2, 2026 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -4.54% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -4.52% Nov 22, 2017 - Dec 28, 2017 |
Correlation
Correlation between MGV and SCHE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2008 - 2026)
MGV vs SCHE dividend yield comparison.
| Year | MGV | SCHE |
|---|---|---|
| 2026 | 0.49% | 0.00% |
| 2025 | 2.04% | 2.88% |
| 2024 | 2.31% | 3.03% |
| 2023 | 2.48% | 3.83% |
| 2022 | 2.45% | 2.88% |
| 2021 | 2.17% | 2.86% |
| 2020 | 2.47% | 2.09% |
| 2019 | 2.69% | 3.27% |
| 2018 | 2.65% | 2.64% |
| 2017 | 2.34% | 2.31% |
| 2016 | 2.53% | 2.27% |
| 2015 | 2.59% | 2.50% |
| 2014 | 2.26% | 2.86% |
| 2013 | 2.29% | 2.56% |
| 2012 | 2.80% | 2.11% |
| 2011 | 2.75% | 4.96% |
| 2010 | 2.37% | 0.80% |
| 2009 | 3.01% | 0.00% |
| 2008 | 3.39% | 0.00% |
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