Compare MGV and SPY | ETF Tracker

MGV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Value ETFUS Stock Styles · Value0.05%1.79%+23.1%+27.9%+23.1%+13.4%−6.4%10.2%$13.5B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MGV 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mega Cap Value ETF · $13.5B$18,771

MGV

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 33.8% in common

MGVMeasureSPY

+23.1%Year to dateJan 1 → Nov 4+13.3%

+27.9%1 yearTotal return+13.4%

+23.1%3 years · per year$10,000 became $18,648 · $19,132+24.1%

+13.4%5 years · per year$10,000 became $18,771 · $18,060+12.6%

0.05%Expense ratio$5 · $9 a year on $10k · lower is better0.09%

1.79%Trailing 12-mo yield$179 · $99 a year on $10k0.99%

−6.4%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.9%

MGVSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1MGV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MGV vs SPY: Top 5 Holdings

Today

MGV

20.1%in top 5

SPY

in top 527.3%

MGVStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.9%MUnot top 5

4.3%JPMnot top 5

not top 5AMZN3.8%

3.5%BRK-Bnot top 5

3.3%XOMnot top 5

3.1%JNJnot top 5

not top 5GOOGL2.5%

Held in common33.8%

End-of-day Nov 4, 2026 · share of each fund

MGV vs SPY Returns, Every Period

5Y

VanguardMGV

+13.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

MGVSPYFaded: behind in that period

3–1MGV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MGV vs SPY

YTD

VanguardMGV

+23.1%

SPYSPDR

+13.3%

+23.1%Year to date+13.3%

−6.4%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y12.9%

1.8%Yield1.0%

$13.5BAssets$798B

4–0MGV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MGV, SPY

Today

0.05%lowest, MGV

FundExpense ratioFee$10k

MGV0.05%$5

SPY0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MGV, SPY

1Y

1.79%highest, MGV

FundTrailing yieldYield$10k

MGV1.79%$179

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$174most kept, MGV

MGV$179 − $5 = $174

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MGV, SPY

Today

33.8%most shared, MGV and SPY

MGVSPY

MGV—33.8%

SPY33.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+27.9%MGV, at 10.2% volatility

MGVWorst drop−6.4%10.2% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MGVSPY

+23.1%Year to date+13.3%

1.8%Yield1.0%

+27.9%Past year+13.4%

0.05%Fee0.09%

4–0MGV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026