MGV vs SCHR
Comparison between VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).
5-Year PerformanceMGV has outperformed SCHR, delivering a return of +13.4% compared to +1.8%
MGV vs SCHR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MGV vs SCHR - Historical Returns
Returns include dividend reinvestment.
MGV vs SCHR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MGV | SCHR |
|---|---|---|
| 2026 | +14.56% | -0.23% |
| 2025 | +15.69% | +7.37% |
| 2024 | +16.14% | +4.53% |
| 2023 | +9.44% | +7.21% |
| 2022 | -1.69% | -8.32% |
| 2021 | +27.43% | -1.71% |
| 2020 | +1.87% | +9.25% |
| 2019 | +25.48% | +8.62% |
| 2018 | -4.44% | +3.65% |
| 2017 | +16.00% | +3.19% |
| 2016 | +18.26% | +2.27% |
| 2015 | -0.17% | +2.98% |
| 2014 | +13.94% | +5.80% |
| 2013 | +28.83% | -1.57% |
| 2012 | +13.14% | +3.78% |
| 2011 | +0.18% | +12.09% |
| 2010 | +11.13% | -0.33% |
| 2009 | +12.92% | N/A |
| 2008 | -34.86% | N/A |
| 2007 | -0.46% | N/A |
MGV vs SCHR Drawdown Comparison
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The maximum drawdown for SCHR was -13.78%, occurring on Oct 20, 2022. Recovery took 1004 trading sessions.
The current MGV drawdown is -0.50%. The current SCHR drawdown is -1.87%.
| Rank | MGV | SCHR |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -13.78% Aug 4, 2020 - Aug 1, 2024 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -5.40% Nov 4, 2010 - Jun 1, 2011 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -4.93% May 1, 2013 - May 28, 2014 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -4.68% Jul 5, 2016 - Aug 23, 2017 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -4.08% Sep 16, 2024 - Apr 1, 2025 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -3.30% Sep 7, 2017 - Dec 3, 2018 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -2.79% Feb 27, 2026 - May 19, 2026 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -2.45% Feb 2, 2012 - Apr 23, 2012 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -2.44% Feb 2, 2015 - Aug 3, 2015 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -2.37% Sep 22, 2011 - Nov 23, 2011 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -2.26% Sep 4, 2019 - Oct 4, 2019 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -2.21% Mar 9, 2020 - Mar 23, 2020 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -2.07% Apr 4, 2025 - Apr 30, 2025 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -2.01% Oct 14, 2015 - Jan 13, 2016 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -1.92% Apr 30, 2025 - Jun 25, 2025 |
Correlation
Correlation between MGV and SCHR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
MGV vs SCHR dividend yield comparison.
| Year | MGV | SCHR |
|---|---|---|
| 2026 | 0.49% | 1.64% |
| 2025 | 2.04% | 3.85% |
| 2024 | 2.31% | 6.58% |
| 2023 | 2.48% | 6.31% |
| 2022 | 2.45% | 4.04% |
| 2021 | 2.17% | 1.99% |
| 2020 | 2.47% | 3.23% |
| 2019 | 2.69% | 4.63% |
| 2018 | 2.65% | 4.22% |
| 2017 | 2.34% | 3.30% |
| 2016 | 2.53% | 2.91% |
| 2015 | 2.59% | 3.12% |
| 2014 | 2.26% | 2.87% |
| 2013 | 2.29% | 2.14% |
| 2012 | 2.80% | 2.14% |
| 2011 | 2.75% | 3.06% |
| 2010 | 2.37% | 1.13% |
| 2009 | 3.01% | 0.00% |
| 2008 | 3.39% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks