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MGV
+9.44 · +6.90%
$146.21 · NYSE ARCA

Vanguard Mega Cap Value Index Fund ETF Shares (MGV) ETF Analysis | Large Value

Vanguard · United States
AUM:$11.8B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.07% — among the lowest available for this category.

What is MGV?

The fund employs an indexing investment approach designed to track the performance of the index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization value stocks in the United States.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
MGV delivered 18.8% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.07% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 26.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$11.8B
Expense Ratio0.07%
Dividend Yield1.94%
Holdings123
Inception DateDec 2007
DomicileUnited States
DistributionNA
Index–
ProviderVanguard
Beta0.76
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.9%
1Y
+25.9%
3Y
+69.2%
5Y
+82.1%
OpenBook InsightIf you had invested £10,000 in MGV 5 years ago, it would have grown to £18,211 — a gain of £8,211.

Annual Returns

Calendar year performance

MGV delivered positive returns in 4 of the last 5 calendar years.
YearMGV
2026 YTD+18.1%
2025+15.7%
2024+16.2%
2023+9.4%
2022-1.7%
CAGR 4yr+9.7%
4/5 positive yearsAvg return: +11.5%Worst year: -1.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.8%
Low
Momentum
+3.9%
30-day change
Support Level
163.88
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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