ETF Versus

ITOT vs MGC

iShares Core S&P Total U.S. Stock Market ETF vs Vanguard Mega Cap Index Fund

Last updated: 2026-04-02

iShares Core S&P Total U.S. Stock Market ETF (ITOT) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-23
MGC

Vanguard Mega Cap Index Fund (MGC) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2007, the fund has a 19-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2007-12-27

Quick Verdict

Both funds have delivered similar 1-year returns (16.3% vs 17.1%), tracking closely.

Key Metrics

Metric ITOT MGC
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Total Market US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

80 100 120 140 160 180 2021-04 2022-06 2023-09 2024-12 2026-04
ITOT +52.8%
MGC +65.6%

Performance Comparison

Period ITOT MGC Difference
1 Month -3.61% -3.61% +0.00%
3 Months -3.83% -5.14% +1.31%
6 Months -2.41% -3.23% +0.82%
YTD -3.83% -5.14% +1.31%
1 Year +16.30% +17.08% -0.78%
3 Years +57.97% +65.68% -7.71%
5 Years +52.82% +65.63% -12.81%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period ITOT Fees MGC Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric ITOT MGC
Annualized Volatility 17.4% 17.3%
Max Drawdown -26.2% -26.6%
Sharpe Ratio 0.32 0.41

Dividend Comparison

Metric ITOT MGC
Annual Dividend (per share) $1.61 $2.42
Dividend Yield 1.13% 1.01%
Distribution Frequency Quarterly Quarterly

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