ETF Versus

MGC vs SPYV

Vanguard Mega Cap Index Fund vs State Street SPDR Portfolio S&P 500 Value ETF

Last updated: 2026-04-02

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
SPYV

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) 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: 2000-10-02

Quick Verdict

Over the past year, MGC has significantly outperformed with a 17.1% return vs 10.5%.

Key Metrics

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

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
MGC +65.6%
SPYV +47.1%

Performance Comparison

Period MGC SPYV Difference
1 Month -3.61% -3.87% +0.26%
3 Months -5.14% -0.54% -4.60%
6 Months -3.23% +1.51% -4.74%
YTD -5.14% -0.54% -4.60%
1 Year +17.08% +10.47% +6.61%
3 Years +65.68% +39.05% +26.63%
5 Years +65.63% +47.10% +18.53%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period MGC Fees SPYV 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 MGC SPYV
Annualized Volatility 17.3% 14.4%
Max Drawdown -26.6% -19.1%
Sharpe Ratio 0.41 0.30

Dividend Comparison

Metric MGC SPYV
Annual Dividend (per share) $2.42 $1.03
Dividend Yield 1.01% 1.82%
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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