VPU vs MGC
Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and VANGUARD MEGA CAP INDEX FUND ETF SHARES (MGC, ETF).
5-Year PerformanceMGC has outperformed VPU, delivering a return of +13.9% compared to +8.1%
VPU vs MGC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VPU
$11B
MGC
$11B
Expense Ratio
VPU
0.09%
Winner
MGC
0.05%
Max Drawdown
Winner
VPU
48.41%
MGC
52.73%
Sharpe Ratio
VPU
-0.01
Winner
MGC
1.39
5Y Beta
Winner
VPU
0.32
MGC
1.01
P/E Ratio
Winner
VPU
19.41
MGC
26.60
Forward P/E
Winner
VPU
17.99
MGC
21.59
PEG Ratio
VPU
N/A
MGC
0.30
5Y Dividends CAGR
VPU
8.83%
Winner
MGC
9.96%
5Y EPS CAGR
VPU
12.61%
Winner
MGC
28.88%
Debt to Equity
VPU
129.34%
Winner
MGC
8.68%
P/S Ratio
Winner
VPU
2.75
MGC
4.73
P/B Ratio
Winner
VPU
2.22
MGC
6.45
VPU vs MGC - Holdings Comparison
VPU and MGC have 6 common holdings. Overlap is 0.88%
VPU's top 25 holdings weight is 82.70%. MGC's top 25 holdings weight is 62.76%.
| Rank | VPU | MGC |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.60% | NVIDIA CORP (NVDA) - 9.09% |
| #2 | SOUTHERN CO (SO) - 6.84% | APPLE INC (AAPL) - 8.55% |
| #3 | DUKE ENERGY CORP (DUK) - 6.24% | MICROSOFT CORP (MSFT) - 6.24% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 4.85% | AMAZON.COM INC (AMZN) - 4.88% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.71% | ALPHABET INC CLASS A (GOOGL) - 4.13% |
| #6 | SEMPRA (SRE) - 3.84% | BROADCOM INC (AVGO) - 3.95% |
| #7 | DOMINION ENERGY INC (D) - 3.81% | ALPHABET INC CLASS C (GOOG) - 3.24% |
| #8 | VISTRA CORP (VST) - 3.40% | META PLATFORMS INC CLASS A (META) - 2.58% |
| #9 | ENTERGY CORP (ETR) - 3.33% | TESLA INC (TSLA) - 2.29% |
| #10 | XCEL ENERGY INC (XEL) - 3.18% | MICRON TECHNOLOGY INC (MU) - 2.04% |
| #11 | EXELON CORP (EXC) - 3.02% | ELI LILLY AND CO (LLY) - 1.75% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.58% | ADVANCED MICRO DEVICES INC (AMD) - 1.57% |
| #13 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.53% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.41% | JPMORGAN CHASE & CO (JPM) - 1.41% |
| #15 | PG&E CORP (PCG) - 2.35% | EXXON MOBIL CORP (XOM) - 1.13% |
| #16 | DTE ENERGY CO (DTE) - 2.01% | VISA INC CLASS A (V) - 1.02% |
| #17 | AMEREN CORP (AEE) - 1.98% | JOHNSON & JOHNSON (JNJ) - 1.01% |
| #18 | NRG ENERGY INC (NRG) - 1.89% | WALMART INC (WMT) - 0.95% |
| #19 | EDISON INTERNATIONAL (EIX) - 1.82% | INTEL CORP (INTC) - 0.85% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.82% | CISCO SYSTEMS INC (CSCO) - 0.80% |
| #21 | ATMOS ENERGY CORP (ATO) - 1.81% | COSTCO WHOLESALE CORP (COST) - 0.79% |
| #22 | PPL CORP (PPL) - 1.73% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | EVERSOURCE ENERGY (ES) - 1.72% | LAM RESEARCH CORP (LRCX) - 0.74% |
| #24 | FIRSTENERGY CORP (FE) - 1.66% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 1.53% | ORACLE CORP (ORCL) - 0.73% |
| Total Holdings | 75 | 182 |
VPU vs MGC - Historical Returns
Returns include dividend reinvestment.
1M
VPU
-4.78%
Winner
MGC
+2.47%
3M
VPU
-3.88%
Winner
MGC
+4.71%
6M
VPU
-1.23%
Winner
MGC
+13.02%
1Y
VPU
+3.32%
Winner
MGC
+23.27%
5Y(CAGR)
VPU
+8.11%
Winner
MGC
+13.95%
10Y(CAGR)
VPU
+8.72%
Winner
MGC
+16.18%
Max(CAGR)
VPU
+9.56%
Winner
MGC
+11.71%
VPU vs MGC - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VPU | MGC |
|---|---|---|
| 2026 | +1.09% | +13.54% |
| 2025 | +15.69% | +19.56% |
| 2024 | +21.44% | +28.00% |
| 2023 | -7.47% | +30.33% |
| 2022 | +1.95% | -20.56% |
| 2021 | +20.23% | +29.30% |
| 2020 | +0.48% | +20.27% |
| 2019 | +27.23% | +31.00% |
| 2018 | +5.28% | -4.16% |
| 2017 | +12.90% | +21.65% |
| 2016 | +18.00% | +13.56% |
| 2015 | -5.35% | +1.55% |
| 2014 | +28.95% | +14.37% |
| 2013 | +12.65% | +28.94% |
| 2012 | +3.49% | +14.39% |
| 2011 | +18.22% | +1.23% |
| 2010 | +6.57% | +12.05% |
| 2009 | +9.14% | +21.72% |
| 2008 | -27.21% | -35.04% |
| 2007 | +16.61% | -0.73% |
| 2006 | +19.41% | N/A |
| 2005 | +16.00% | N/A |
| 2004 | +20.60% | N/A |
VPU vs MGC Drawdown Comparison
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The maximum drawdown for MGC was -51.92%, occurring on Mar 9, 2009. Recovery took 1043 trading sessions.
The current VPU drawdown is -8.07%. The current MGC drawdown is -0.05%.
| Rank | VPU | MGC |
|---|---|---|
| #1 | -46.30% Dec 10, 2007 - Jun 6, 2012 | -51.92% Dec 27, 2007 - Feb 16, 2012 |
| #2 | -36.43% Feb 18, 2020 - Aug 13, 2021 | -33.07% Feb 19, 2020 - Aug 5, 2020 |
| #3 | -25.15% Sep 12, 2022 - Aug 1, 2024 | -25.75% Jan 3, 2022 - Dec 12, 2023 |
| #4 | -16.15% Jan 29, 2015 - Mar 8, 2016 | -19.28% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -15.28% Apr 8, 2022 - Aug 12, 2022 | -19.02% Oct 3, 2018 - Apr 12, 2019 |
| #6 | -15.14% Nov 14, 2017 - Sep 6, 2018 | -12.95% Jul 20, 2015 - Apr 19, 2016 |
| #7 | -12.17% May 21, 2007 - Dec 3, 2007 | -10.05% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -11.88% Oct 3, 2005 - Jul 19, 2006 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #9 | -11.58% Jul 6, 2016 - Feb 28, 2017 | -9.64% Sep 2, 2020 - Nov 16, 2020 |
| #10 | -11.02% Apr 30, 2013 - Feb 13, 2014 | -9.40% Apr 2, 2012 - Aug 10, 2012 |
| #11 | -10.23% Nov 29, 2024 - May 16, 2025 | -9.09% Jul 10, 2024 - Sep 19, 2024 |
| #12 | -9.44% Dec 31, 2021 - Mar 24, 2022 | -7.38% Oct 4, 2012 - Jan 2, 2013 |
| #13 | -9.39% Jul 30, 2012 - Feb 11, 2013 | -7.37% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -9.27% Jun 30, 2014 - Oct 23, 2014 | -6.77% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -9.21% Apr 1, 2004 - Jul 19, 2004 | -6.00% Jul 26, 2019 - Oct 25, 2019 |
Correlation
Correlation between VPU and MGC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
VPU vs MGC dividend yield comparison.
| Year | VPU | MGC |
|---|---|---|
| 2026 | 1.38% | 0.47% |
| 2025 | 2.73% | 0.93% |
| 2024 | 3.02% | 1.15% |
| 2023 | 3.49% | 1.35% |
| 2022 | 2.98% | 1.65% |
| 2021 | 2.70% | 1.17% |
| 2020 | 3.17% | 1.45% |
| 2019 | 2.83% | 1.81% |
| 2018 | 3.23% | 2.10% |
| 2017 | 3.18% | 1.83% |
| 2016 | 3.19% | 2.14% |
| 2015 | 3.63% | 2.11% |
| 2014 | 3.02% | 1.81% |
| 2013 | 3.76% | 1.86% |
| 2012 | 3.98% | 2.26% |
| 2011 | 3.46% | 2.07% |
| 2010 | 3.79% | 1.86% |
| 2009 | 3.79% | 2.16% |
| 2008 | 3.87% | 2.07% |
| 2007 | 2.50% | 0.00% |
| 2006 | 2.85% | 0.00% |
| 2005 | 2.92% | 0.00% |
| 2004 | 2.64% | 0.00% |
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