Quick Read – MGV delivered 27% over the past year and 240% over a decade by owning cash-generating mega-caps like JPMorgan, Berkshire, and ExxonMobil. – VOO remains the growth anchor, but MGV suits investors wanting cash-generating mega-caps, while VTV adds mid-cap value…
posure to the mix. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Vanguard Mega Cap Value ETF didn’t make the cut. Grab the names FREE today
Value stocks are having their moment again, and Vanguard Mega Cap Value Index Fund ETF Shares (NYSEARCA:MGV) is the cleanest way to own that rotation without overpaying for it. MGV returned 28% over the past year, a number that catches the eye when you remember the fund holds boring giants like JPMorgan (NYSE:JPM), Berkshire Hathaway (NYSE:BRK.B), ExxonMobil (NYSE:XOM), and Procter & Gamble (NYSE:PG). The MGV pitch is simple.
You want the largest, most cash-generative value names in the US, weighted by size, at a Vanguard cost, held for a decade. What the fund actually owns MGV tracks the CRSP US Mega Cap Value Index, which screens the top slice of US market cap for value characteristics like book-to-price and earnings yield. The result is a portfolio full of financials, healthcare, consumer staples, energy, and industrials.