ETF Versus

IWD vs MGK

iShares Russell 1000 Value ETF vs Vanguard Mega Cap Growth 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
MGK

Vanguard Mega Cap Growth Index Fund (MGK) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. 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

MGK has edged ahead over the past year (18.4% vs 13.7%).

Key Metrics

Metric IWD MGK
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 Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 100 125 150 175 200 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
MGK +73.1%

Performance Comparison

Period IWD MGK Difference
1 Month -3.30% -3.59% +0.29%
3 Months +1.29% -9.52% +10.81%
6 Months +4.74% -8.71% +13.45%
YTD +1.29% -9.52% +10.81%
1 Year +13.65% +18.42% -4.77%
3 Years +40.40% +81.85% -41.45%
5 Years +39.38% +73.14% -33.76%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees MGK 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 MGK
Annualized Volatility 14.9% 22.6%
Max Drawdown -20.3% -36.4%
Sharpe Ratio 0.22 0.40

Dividend Comparison

Metric IWD MGK
Annual Dividend (per share) $3.58 $1.43
Dividend Yield 1.67% 0.39%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose MGK if...

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

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