MGC vs SCHX Stock Comparison: AI Score, Valuation, Performance and Upside
MGC and SCHX both target large-cap blend exposure but take different paths to get there — MGC via the CRSP US Mega Cap Index, and SCHX via the Dow Jones U.S. Large-Cap Total Stock Market Index. The practical differences come down to issuer, cost structure, and the specific index rules each fund follows, since both are pursuing a similar investment outcome.
MGC vs SCHX is largely a question of which issuer and index methodology you trust more for large-cap blend exposure — the underlying investment case is similar, so cost, liquidity, and tracking precision tend to be the deciding factors.
SCHX holds the edge across 3 of 5 key metrics in this comparison. MGC has delivered stronger 1-year price return (+17.62% vs +16.47% for SCHX).
- want concentrated exposure to the biggest US companies only
- prefer Vanguard's approach and fund lineup
- value very low cost mega-cap-only exposure
- are comfortable with lower stock count than SPY means less diversification
- want the cheapest large-cap core holding for a Schwab-centric portfolio
- prefer Charles Schwab's approach and fund lineup
- value one of the lowest expense ratios of any large-cap ETF
- are comfortable with smaller AUM and volume than VOO or SPY
| Metric | MGC | SCHX |
|---|---|---|
| ETF scorei | 27.2 | 27.1 |
| Latest closei | $284.72 | $30.35 |
| 1M returni | +2.12% | +1.95% |
| 3M returni | +3.52% | +2.78% |
| 6M returni | +11.31% | +10.35% |
| 1Y returni | +17.62% | +16.47% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MGC | SCHX |
|---|---|---|
| 1Y ago | $11.85K (+18.5%) started 2025-10-15 | $11.78K (+17.8%) started 2025-10-15 |
| 5Y ago | $20.37K (+103.7%) started 2021-10-15 | $19.31K (+93.1%) started 2021-10-15 |
| 10Y ago | $54.05K (+440.5%) started 2016-10-17 | $50.31K (+403.1%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | MGC | SCHX |
|---|---|---|
| Expense ratioi | 0.05% | 0.03% |
| Total assets (AUM)i | $11.05B | $73.85B |
| Dividend yieldi | 0.92% | 1.04% |
| Trailing P/Ei | 25.83 | 24.37 |
| Betai | 1.03 | 1.02 |
| 52-week change | 17.62% | 16.47% |
| Metric | MGC | SCHX |
|---|---|---|
| 1Y returni | +17.62% | +16.47% |
| 6M returni | +11.31% | +10.35% |
| 3M returni | +3.52% | +2.78% |
| 1M returni | +2.12% | +1.95% |
| 1Y Sharpe ratio | 0.95 | 0.91 |
| Betai | 1.03 | 1.02 |
| Dividend yieldi | 0.92% | 1.04% |
| 5Y CAGR | +13.83% | +12.48% |
Over the past year, MGC and SCHX have moved strongly in the same direction (correlation of 0.99), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MGC | SCHX |
|---|---|---|---|
| 1Y | Growthi | +17.62% | +16.47% |
| CAGRi | +17.63% | +16.48% | |
| Volatilityi | 13.36% | 12.73% | |
| Sharpe ratioi | 0.95 | 0.91 | |
| Sortino ratioi | 1.40 | 1.34 | |
| Max drawdowni | 9.85% | 9.03% | |
| Current drawdowni | 1.20% | 1.14% | |
| Avg drawdowni | 1.69% | 1.51% | |
| Ulcer Indexi | 2.46% | 2.21% | |
| Max daily dropi | 2.86% | 2.65% | |
| Max wkly dropi | 4.18% | 3.80% | |
| 5Y | Growthi | +91.11% | +80.03% |
| CAGRi | +13.83% | +12.48% | |
| Volatilityi | 17.39% | 17.19% | |
| Sharpe ratioi | 0.58 | 0.51 | |
| Sortino ratioi | 0.83 | 0.73 | |
| Max drawdowni | 25.74% | 25.40% | |
| Current drawdowni | 1.20% | 1.14% | |
| Avg drawdowni | 6.00% | 6.04% | |
| Ulcer Indexi | 9.12% | 9.07% | |
| Max daily dropi | 5.99% | 5.94% | |
| Max wkly dropi | 11.40% | 11.59% | |
| 10Y | Growthi | +357.90% | +322.43% |
| CAGRi | +16.45% | +15.51% | |
| Volatilityi | 18.25% | 18.15% | |
| Sharpe ratioi | 0.68 | 0.64 | |
| Sortino ratioi | 0.96 | 0.89 | |
| Max drawdowni | 33.07% | 34.33% | |
| Current drawdowni | 1.20% | 1.14% | |
| Avg drawdowni | 4.48% | 4.54% | |
| Ulcer Indexi | 7.50% | 7.55% | |
| Max daily dropi | 11.62% | 11.93% | |
| Max wkly dropi | 17.70% | 18.34% |
| Category | MGC | SCHX |
|---|---|---|
| Fund name | Vanguard Morningstar Mega Cap ETF | Schwab U.S. Large-Cap ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.05% | 0.03% |
| Total assets (AUM)i | $11.05B | $73.85B |
| Dividend yieldi | 0.92% | 1.04% |
- Very low cost mega-cap-only exposure
- Slightly more concentrated in market leaders than SPY
- Vanguard's index efficiency and tax-loss harvesting friendliness
- One of the lowest expense ratios of any large-cap ETF
- No commission when traded through Schwab brokerage accounts
- Broad large-cap coverage nearly identical to the S&P 500
- Lower stock count than SPY means less diversification
- Overlaps heavily with any S&P 500 fund
- Thinner trading volume than SPY
- Smaller AUM and volume than VOO or SPY
- Tracks a slightly different index than the S&P 500, so returns can diverge marginally
- Best suited to investors already inside the Schwab ecosystem
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