MGC vs. VIS
Compare and contrast key facts about Vanguard Mega Cap ETF (MGC) and Vanguard Industrials ETF (VIS).
MGC and VIS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MGC is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Index. It was launched on Dec 17, 2007. VIS is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Industrials 25/50 Index. It was launched on Sep 23, 2004. Both MGC and VIS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGC or VIS.
Key characteristics
| MGC | VIS | |
|---|---|---|
| YTD Return | 8.58% | 8.00% |
| 1Y Return | 30.61% | 29.97% |
| 3Y Return (Ann) | 9.22% | 7.67% |
| 5Y Return (Ann) | 14.31% | 11.72% |
| 10Y Return (Ann) | 13.17% | 10.85% |
| Sharpe Ratio | 2.49 | 2.03 |
| Daily Std Dev | 11.96% | 13.90% |
| Max Drawdown | -52.20% | -63.51% |
| Current Drawdown | -2.03% | -2.74% |
Correlation
The correlation between MGC and VIS is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MGC vs. VIS - Performance Comparison
In the year-to-date period, MGC achieves a 8.58% return, which is significantly higher than VIS's 8.00% return. Over the past 10 years, MGC has outperformed VIS with an annualized return of 13.17%, while VIS has yielded a comparatively lower 10.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MGC vs. VIS - Expense Ratio Comparison
MGC has a 0.07% expense ratio, which is lower than VIS's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
MGC vs. VIS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap ETF (MGC) and Vanguard Industrials ETF (VIS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MGC vs. VIS - Dividend Comparison
MGC's dividend yield for the trailing twelve months is around 1.29%, more than VIS's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGC Vanguard Mega Cap ETF | 1.29% | 1.35% | 1.65% | 1.17% | 1.45% | 1.81% | 2.10% | 1.83% | 2.14% | 2.11% | 1.81% | 1.86% |
VIS Vanguard Industrials ETF | 1.27% | 1.36% | 1.52% | 1.11% | 1.38% | 1.68% | 1.90% | 1.60% | 1.81% | 1.94% | 1.57% | 1.06% |
Drawdowns
MGC vs. VIS - Drawdown Comparison
The maximum MGC drawdown since its inception was -52.20%, smaller than the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for MGC and VIS. For additional features, visit the drawdowns tool.
Volatility
MGC vs. VIS - Volatility Comparison
Vanguard Mega Cap ETF (MGC) has a higher volatility of 4.35% compared to Vanguard Industrials ETF (VIS) at 3.87%. This indicates that MGC's price experiences larger fluctuations and is considered to be riskier than VIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.