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Yahoo
23-06-2025
- Business
- Yahoo
Should Vanguard Mega Cap Value ETF (MGV) Be on Your Investing Radar?
Launched on 12/17/2007, the Vanguard Mega Cap Value ETF (MGV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market. The fund is sponsored by Vanguard. It has amassed assets over $9.16 billion, making it one of the larger ETFs attempting to match the Large Cap Value segment of the US equity market. Large cap companies usually have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts. Value stocks have lower than average price-to-earnings and price-to-book ratios. They also have lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets. Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio. Annual operating expenses for this ETF are 0.07%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 2.23%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 27.60% of the portfolio. Healthcare and Industrials round out the top three. Looking at individual holdings, Berkshire Hathaway Inc (BRK/B) accounts for about 4.35% of total assets, followed by Jpmorgan Chase & Co (JPM) and Exxon Mobil Corp (XOM). The top 10 holdings account for about 25.54% of total assets under management. MGV seeks to match the performance of the CRSP U.S. Mega Cap Value Index before fees and expenses. The CRSP U.S. Mega Cap Value Index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization value stocks in the United States. The ETF has added roughly 3.40% so far this year and is up about 9.54% in the last one year (as of 06/23/2025). In the past 52-week period, it has traded between $114.87 and $133.48. The ETF has a beta of 0.79 and standard deviation of 13.86% for the trailing three-year period, making it a medium risk choice in the space. With about 129 holdings, it effectively diversifies company-specific risk. Vanguard Mega Cap Value ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, MGV is a great option for investors seeking exposure to the Style Box - Large Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) track a similar index. While Schwab U.S. Dividend Equity ETF has $69.49 billion in assets, Vanguard Value ETF has $134.70 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard Mega Cap Value ETF (MGV): ETF Research Reports JPMorgan Chase & Co. (JPM) : Free Stock Analysis Report Exxon Mobil Corporation (XOM) : Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Should Vanguard Value ETF (VTV) Be on Your Investing Radar?
Launched on 01/26/2004, the Vanguard Value ETF (VTV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market. The fund is sponsored by Vanguard. It has amassed assets over $134.51 billion, making it the largest ETFs attempting to match the Large Cap Value segment of the US equity market. Companies that find themselves in the large cap category typically have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts. While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.04%, making it the least expensive products in the space. It has a 12-month trailing dividend yield of 2.27%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 25% of the portfolio. Healthcare and Industrials round out the top three. Looking at individual holdings, Berkshire Hathaway Inc (BRK/B) accounts for about 3.45% of total assets, followed by Jpmorgan Chase & Co (JPM) and Exxon Mobil Corp (XOM). The top 10 holdings account for about 8.92% of total assets under management. VTV seeks to match the performance of the CRSP U.S. Large Cap Value Index before fees and expenses. The CRSP U.S. Large Cap Value Index measures the investment return of large-capitalization value stocks. The ETF has gained about 2.84% so far this year and is up roughly 8.46% in the last one year (as of 05/19/2025). In the past 52-week period, it has traded between $153.67 and $181.87. The ETF has a beta of 0.82 and standard deviation of 14.66% for the trailing three-year period, making it a medium risk choice in the space. With about 342 holdings, it effectively diversifies company-specific risk. Vanguard Value ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VTV is an excellent option for investors seeking exposure to the Style Box - Large Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The iShares Russell 1000 Value ETF (IWD) and the Schwab U.S. Dividend Equity ETF (SCHD) track a similar index. While iShares Russell 1000 Value ETF has $61.94 billion in assets, Schwab U.S. Dividend Equity ETF has $68.98 billion. IWD has an expense ratio of 0.19% and SCHD charges 0.06%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard Value ETF (VTV): ETF Research Reports JPMorgan Chase & Co. (JPM) : Free Stock Analysis Report Exxon Mobil Corporation (XOM) : Free Stock Analysis Report iShares Russell 1000 Value ETF (IWD): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
