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 +13.0% compared to -0.1%
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 | +17.74% | -0.44% |
| 2025 | +15.69% | +7.37% |
| 2024 | +16.14% | +1.68% |
| 2023 | +9.44% | +3.85% |
| 2022 | -1.69% | -10.09% |
| 2021 | +27.43% | -2.67% |
| 2020 | +1.87% | +7.50% |
| 2019 | +25.48% | +6.13% |
| 2018 | -4.44% | +1.46% |
| 2017 | +16.00% | +1.52% |
| 2016 | +18.26% | +0.84% |
| 2015 | -0.17% | +1.40% |
| 2014 | +13.94% | +4.28% |
| 2013 | +28.83% | -2.60% |
| 2012 | +13.14% | +2.67% |
| 2011 | +0.18% | +10.32% |
| 2010 | +11.13% | -0.88% |
| 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 -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current MGV drawdown is -0.28%. The current SCHR drawdown is -2.42%.
| Rank | MGV | SCHR |
|---|---|---|
| #1 | -55.86% Dec 27, 2007 - Oct 18, 2012 | -16.11% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -35.41% Jan 17, 2020 - Dec 4, 2020 | -5.79% Nov 4, 2010 - Jun 24, 2011 |
| #3 | -16.63% Sep 21, 2018 - Apr 23, 2019 | -5.38% Jul 5, 2016 - Mar 22, 2019 |
| #4 | -16.55% Apr 20, 2022 - Jul 20, 2023 | -5.23% May 1, 2013 - Oct 13, 2014 |
| #5 | -13.18% Feb 19, 2025 - Jul 1, 2025 | -2.68% Feb 2, 2015 - Aug 24, 2015 |
| #6 | -12.88% May 21, 2015 - Apr 18, 2016 | -2.56% Jan 31, 2012 - May 4, 2012 |
| #7 | -11.02% Jan 26, 2018 - Sep 14, 2018 | -2.48% Sep 22, 2011 - Dec 16, 2011 |
| #8 | -9.07% Jul 24, 2023 - Dec 13, 2023 | -2.26% Sep 4, 2019 - Jan 27, 2020 |
| #9 | -7.73% Oct 18, 2012 - Jan 2, 2013 | -2.21% Mar 9, 2020 - Mar 23, 2020 |
| #10 | -7.68% Sep 19, 2014 - Nov 6, 2014 | -2.14% Oct 14, 2015 - Jan 20, 2016 |
| #11 | -7.06% Nov 29, 2024 - Feb 19, 2025 | -1.89% Jun 24, 2011 - Jul 13, 2011 |
| #12 | -6.71% Jan 11, 2022 - Mar 29, 2022 | -1.73% Feb 11, 2016 - Apr 7, 2016 |
| #13 | -6.55% Jul 29, 2019 - Oct 22, 2019 | -1.56% Jul 24, 2012 - Dec 5, 2012 |
| #14 | -6.41% Feb 11, 2026 - Apr 30, 2026 | -1.44% Dec 6, 2012 - Apr 4, 2013 |
| #15 | -6.00% Apr 30, 2019 - Jun 20, 2019 | -1.43% Aug 31, 2010 - Sep 22, 2010 |
Correlation
Correlation between MGV and SCHR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
MGV vs SCHR dividend yield comparison.
| Year | MGV | SCHR |
|---|---|---|
| 2026 | 0.92% | 2.34% |
| 2025 | 2.04% | 3.85% |
| 2024 | 2.31% | 3.77% |
| 2023 | 2.48% | 3.16% |
| 2022 | 2.45% | 2.02% |
| 2021 | 2.17% | 1.00% |
| 2020 | 2.47% | 1.62% |
| 2019 | 2.69% | 2.31% |
| 2018 | 2.65% | 2.11% |
| 2017 | 2.34% | 1.65% |
| 2016 | 2.53% | 1.46% |
| 2015 | 2.59% | 1.56% |
| 2014 | 2.26% | 1.44% |
| 2013 | 2.29% | 1.07% |
| 2012 | 2.80% | 1.07% |
| 2011 | 2.75% | 1.53% |
| 2010 | 2.37% | 0.57% |
| 2009 | 3.01% | 0.00% |
| 2008 | 3.39% | 0.00% |
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