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SPYV vs MGK

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV, ETF) and VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES (MGK, ETF).

5-Year PerformanceMGK has outperformed SPYV, delivering a return of +16.2% compared to +11.4%

SPYV vs MGK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPYV
$35B
MGK
$35B
Expense Ratio
Winner
SPYV
0.04%
MGK
0.05%
Max Drawdown
SPYV
60.42%
Winner
MGK
48.54%
Sharpe Ratio
Winner
SPYV
1.59
MGK
1.08
5Y Beta
Winner
SPYV
0.69
MGK
1.24
P/E Ratio
Winner
SPYV
23.69
MGK
36.80
Forward P/E
Winner
SPYV
18.26
MGK
28.15
PEG Ratio
SPYV
N/A
MGK
0.60
5Y Dividends CAGR
SPYV
4.53%
Winner
MGK
6.67%
5Y EPS CAGR
SPYV
12.10%
Winner
MGK
35.44%
Debt to Equity
SPYV
44.58%
Winner
MGK
18.73%
P/S Ratio
Winner
SPYV
2.13
MGK
9.44
P/B Ratio
Winner
SPYV
3.59
MGK
12.54

SPYV vs MGK - Holdings Comparison

SPYV and MGK have 31 common holdings. Overlap is 20.10%

SPYV's top 25 holdings weight is 37.18%. MGK's top 25 holdings weight is 84.79%.

RankSPYVMGK
#1
APPLE INC (AAPL) - 7.54%
NVIDIA CORP (NVDA) - 13.39%
#2
AMAZON.COM INC (AMZN) - 3.78%
APPLE INC (AAPL) - 12.46%
#3
EXXON MOBIL CORP (XOM) - 2.04%
MICROSOFT CORP (MSFT) - 8.82%
#4
INTEL CORP (INTC) - 1.97%
ALPHABET INC CLASS A (GOOGL) - 5.87%
#5
WALMART INC (WMT) - 1.80%
BROADCOM INC (AVGO) - 5.11%
#6
COSTCO WHOLESALE CORP (COST) - 1.49%
AMAZON.COM INC (AMZN) - 4.80%
#7
TESLA INC (TSLA) - 1.47%
ALPHABET INC CLASS C (GOOG) - 4.61%
#8
BANK OF AMERICA CORP (BAC) - 1.30%
TESLA INC (TSLA) - 3.94%
#9
UNITEDHEALTH GROUP INC (UNH) - 1.26%
META PLATFORMS INC CLASS A (META) - 3.71%
#10
PROCTER & GAMBLE CO (PG) - 1.21%
ELI LILLY AND CO (LLY) - 3.07%
#11
CHEVRON CORP (CVX) - 1.15%
ADVANCED MICRO DEVICES INC (AMD) - 3.05%
#12
THE HOME DEPOT INC (HD) - 1.13%
VISA INC CLASS A (V) - 1.71%
#13
JPMORGAN CHASE & CO (JPM) - 1.00%
LAM RESEARCH CORP (LRCX) - 1.50%
#14
MERCK & CO INC (MRK) - 0.99%
ORACLE CORP (ORCL) - 1.45%
#15
TEXAS INSTRUMENTS INC (TXN) - 0.95%
MASTERCARD INC CLASS A (MA) - 1.37%
#16
WELLS FARGO & CO (WFC) - 0.90%
SANDISK CORP ORDINARY SHARES (SNDK) - 1.33%
#17
VISA INC CLASS A (V) - 0.87%
NETFLIX INC (NFLX) - 1.26%
#18
CITIGROUP INC (C) - 0.87%
n/a (PLTR) - 1.22%
#19
LINDE PLC (LIN) - 0.84%
KLA CORP (KLAC) - 1.03%
#20
WESTERN DIGITAL CORP (WDC) - 0.84%
GE VERNOVA INC (GEV) - 1.02%
#21
JOHNSON & JOHNSON (JNJ) - 0.80%
PALO ALTO NETWORKS INC (PANW) - 1.01%
#22
QUALCOMM INC (QCOM) - 0.79%
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.84%
#23
CISCO SYSTEMS INC (CSCO) - 0.76%
AMPHENOL CORP CLASS A (APH) - 0.76%
#24
ABBVIE INC (ABBV) - 0.73%
BOEING CO (BA) - 0.73%
#25
ANALOG DEVICES INC (ADI) - 0.70%
ARISTA NETWORKS INC (ANET) - 0.73%
Total Holdings44064

SPYV vs MGK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYV
-0.41%
MGK
-3.93%
3M
SPYV
+8.29%
Winner
MGK
+14.14%
6M
Winner
SPYV
+6.90%
MGK
+2.72%
1Y
SPYV
+20.04%
Winner
MGK
+23.44%
5Y(CAGR)
SPYV
+11.36%
Winner
MGK
+16.21%
10Y(CAGR)
SPYV
+12.78%
Winner
MGK
+22.13%
Max(CAGR)
SPYV
+15.01%
Winner
MGK
+18.26%

SPYV vs MGK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSPYVMGK
2026+7.19%+4.51%
2025+13.74%+22.87%
2024+11.51%+37.80%
2023+21.57%+56.15%
2022-5.69%-32.58%
2021+26.65%+32.88%
2020+1.09%+43.38%
2019+31.17%+42.41%
2018-9.54%-0.12%
2017+20.19%+35.38%
2016+27.80%+15.31%
2015+4.43%+9.92%
2014+20.63%+20.72%
2013+36.76%+36.93%
2012+23.82%+23.32%
2011+4.74%+7.82%
2010+22.81%+19.03%
2009+25.35%+39.48%
2008-28.34%-32.60%
2007+9.79%-1.13%
2006+28.52%N/A
2005+20.33%N/A
2004+33.52%N/A
2003+42.46%N/A
2002-0.81%N/A
2001+7.96%N/A
2000+6.83%N/A

SPYV vs MGK Drawdown Comparison

The maximum drawdown for SPYV was -52.85%, occurring on Mar 6, 2009. Recovery took 775 trading sessions.

The maximum drawdown for MGK was -45.67%, occurring on Mar 9, 2009. Recovery took 567 trading sessions.

The current SPYV drawdown is -1.24%. The current MGK drawdown is -7.14%.

RankSPYVMGK
#1-52.85%
Oct 9, 2007 - Nov 4, 2010		-45.67%
Dec 27, 2007 - Mar 30, 2010
#2-36.86%
Feb 12, 2020 - Dec 31, 2020		-34.88%
Dec 27, 2021 - Nov 22, 2023
#3-27.79%
Mar 19, 2002 - May 2, 2003		-31.23%
Feb 19, 2020 - Jun 5, 2020
#4-19.27%
Apr 29, 2011 - Jan 18, 2012		-23.03%
Feb 19, 2025 - Jun 24, 2025
#5-19.15%
Jan 26, 2018 - Apr 23, 2019		-22.23%
Oct 1, 2018 - Apr 12, 2019
#6-17.91%
Apr 20, 2022 - Feb 1, 2023		-16.23%
Oct 29, 2025 - Apr 27, 2026
#7-17.54%
Nov 29, 2024 - Aug 22, 2025		-15.98%
Jul 22, 2011 - Jan 10, 2012
#8-13.38%
Jun 23, 2015 - Mar 17, 2016		-15.22%
Apr 23, 2010 - Oct 13, 2010
#9-13.35%
May 21, 2001 - Dec 21, 2001		-13.55%
Jul 10, 2024 - Oct 21, 2024
#10-12.15%
Dec 28, 2000 - May 2, 2001		-13.49%
Nov 3, 2015 - Apr 1, 2016
#11-11.21%
Apr 2, 2012 - Aug 9, 2012		-12.73%
Jul 20, 2015 - Oct 29, 2015
#12-10.91%
Jul 31, 2023 - Dec 1, 2023		-11.28%
Sep 2, 2020 - Dec 7, 2020
#13-10.38%
Jul 13, 2007 - Oct 1, 2007		-9.90%
Jan 26, 2018 - Jun 4, 2018
#14-9.56%
Feb 2, 2023 - Jun 13, 2023		-9.65%
Apr 2, 2012 - Aug 6, 2012
#15-7.71%
Jan 7, 2002 - Mar 6, 2002		-9.35%
Feb 12, 2021 - Apr 5, 2021

Correlation

Correlation between SPYV and MGK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2000 - 2026)

SPYV vs MGK dividend yield comparison.

YearSPYVMGK
20260.79%0.38%
20251.77%1.76%
20242.29%2.15%
20231.75%2.51%
20222.22%3.49%
20212.10%2.07%
20202.38%3.24%
20192.25%4.25%
20182.97%5.60%
20177.56%6.13%
20169.55%7.63%
201510.13%7.15%
20148.76%6.25%
20137.82%6.45%
20129.92%8.30%
20118.92%6.78%
20109.73%6.15%
200910.28%6.88%
200818.16%6.76%
200710.84%0.00%
20068.47%0.00%
200515.04%0.00%
200418.18%0.00%
200316.68%0.00%
200222.72%0.00%
200114.21%0.00%
20003.36%0.00%

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