MGVVanguard Mega Cap Value Index Fund
Grow my money#86 of 2944 for Grow my money
Seeks to track the performance of a benchmark index that measures the investment return of large-cap value stocks in the U.S.
Vanguard · Since 2007 (18 years)
Annual Cost
0.05%
#130 out of 5,332 ETFs
Fund Size
$11.4B
#211 out of 5,332 ETFs
Dividend Yield
2.06%
Track Record
18 years
#578 out of 5,332 ETFs
Performance
1 Year
+25.6%
3 Years
+17.5%
5 Years
+12.0%
What's inside
Asset class
Region
Strategy
index tracking
Cap
mega
Factor
value
Asset allocation
Stocks
99.6%
Other
0.5%
Sector breakdown
Financial Services
23.8%
Healthcare
17.6%
Industrials
13.7%
Consumer Defensive
12.1%
Technology
11.5%
Energy
7.4%
Consumer Cyclical
3.9%
Communication
3.7%
Other
6.3%
Top holdings
JPMorgan Chase & CoJPM3.9%
Exxon Mobil CorpXOM3.7%
Berkshire Hathaway Inc Class BBRK-B3.4%
Johnson & JohnsonJNJ3.1%
Walmart IncWMT2.8%
Costco Wholesale CorpCOST2.3%
Chevron CorpCVX2.0%
AbbVie IncABBV2.0%
Micron Technology IncMU2.0%
Procter & Gamble CoPG1.8%
Risk profile
Volatility (1Y)
10.4%
Moderate
Max drawdown
-35.4%
Worst peak-to-trough loss
Sharpe (3Y)
1.10
Excellent risk-adjusted returns
Sortino (3Y)
1.62
Good downside protection
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Data updated on 2026-05-05