ETF Versus

IWD vs MGC

iShares Russell 1000 Value ETF vs Vanguard Mega Cap Index Fund

Last updated: 2026-04-02

IWD

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
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

MGC has edged ahead over the past year (17.1% vs 13.7%).

Key Metrics

Metric IWD MGC
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

85 104 123 142 161 180 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
MGC +65.6%

Performance Comparison

Period IWD MGC Difference
1 Month -3.30% -3.61% +0.31%
3 Months +1.29% -5.14% +6.43%
6 Months +4.74% -3.23% +7.97%
YTD +1.29% -5.14% +6.43%
1 Year +13.65% +17.08% -3.43%
3 Years +40.40% +65.68% -25.28%
5 Years +39.38% +65.63% -26.25%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD 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 IWD MGC
Annualized Volatility 14.9% 17.3%
Max Drawdown -20.3% -26.6%
Sharpe Ratio 0.22 0.41

Dividend Comparison

Metric IWD MGC
Annual Dividend (per share) $3.58 $2.42
Dividend Yield 1.67% 1.01%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose MGC if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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