Value Passive

Vanguard Mega Cap Value Index Fund

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks in the United States.

$120.63

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Current
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Average metrics of all companies in portfolio

Compare to
Market
Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares. $209 Billion
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 2.59 %
Beta Indicates the relationship between the price performance of a share and the market. 0.8368
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 26.1
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything -61.53
Profitable Companies 97
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 399.94
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 6.08
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company 10.51
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT 22.44
Enterprise Value to Revenue Enterprise value divided by revenue 4.11
Total Debt to Enterprise Value Total debt divided by enterprise value 0.37
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. NaN
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 15.03%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. -
Return on Equity Equity divided by market cap. 410.82%
Return on Assets Indicates a company's profitability in relation to its total assets. 97.21%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 135.34%

Industries

Finance 23.6%
Industrials 12.9%
Healthcare 10.7%
Technology 9.3%
Energy 8.6%
Consumer Discretionary 7.9%
Consumer Staples 7.9%
Utilities 5.0%
Telecommunications 2.1%
Other 1.4%
Materials 1.4%
N/A 9.3%

Market cap

Micro Cap 2%
Small Cap 0%
Mid Cap 4%
Large Cap 56%
Mega Cap 38%

140 Investments

P/E-Ratio
Total Investment
Weight
JPMorgan Chase & Co logo

JPM - Finance and Insurance

JPMorgan Chase & Co

P/E-Ratio
11.0
Total Investment
$353 Million
Weight
4.0%
Berkshire Hathaway Inc logo

BRK.A - Management of Companies and Enterprises

Berkshire Hathaway Inc

P/E-Ratio
n/a
Total Investment
$301 Million
Weight
3.4%
UnitedHealth Group Inc logo

UNH - Finance and Insurance

UnitedHealth Group Inc

P/E-Ratio
29.2
Total Investment
$280 Million
Weight
3.1%
Exxon Mobil Corp logo

XOM - Manufacturing

Exxon Mobil Corp

P/E-Ratio
14.2
Total Investment
$260 Million
Weight
2.9%
Home Depot Inc/The logo

HD - Retail Trade

Home Depot Inc/The

P/E-Ratio
23.8
Total Investment
$212 Million
Weight
2.4%
Procter & Gamble Co/The logo

PG - Manufacturing

Procter & Gamble Co/The

P/E-Ratio
25.9
Total Investment
$209 Million
Weight
2.4%
Walmart Inc logo

WMT - Retail Trade

Walmart Inc

P/E-Ratio
38.5
Total Investment
$203 Million
Weight
2.3%
Broadcom Inc logo

AVGOP - Manufacturing

Broadcom Inc

P/E-Ratio
79.7
Total Investment
$188 Million
Weight
2.1%
Johnson & Johnson logo

JNJ - Manufacturing

Johnson & Johnson

P/E-Ratio
26.9
Total Investment
$185 Million
Weight
2.1%
Bank of America Corp logo

BAC - Finance and Insurance

Bank of America Corp

P/E-Ratio
10.7
Total Investment
$165 Million
Weight
1.9%
AbbVie Inc logo

ABBV - Manufacturing

AbbVie Inc

P/E-Ratio
71.4
Total Investment
$161 Million
Weight
1.8%
Oracle Corp logo

ORCL - Information

Oracle Corp

P/E-Ratio
30.4
Total Investment
$152 Million
Weight
1.7%
Chevron Corp logo

CVX - Manufacturing

Chevron Corp

P/E-Ratio
13.8
Total Investment
$140 Million
Weight
1.6%
Berkshire Hathaway Inc logo

BRK.A - Management of Companies and Enterprises

Berkshire Hathaway Inc

P/E-Ratio
n/a
Total Investment
$136 Million
Weight
1.5%
Wells Fargo & Co logo

WFC - Finance and Insurance

Wells Fargo & Co

P/E-Ratio
10.9
Total Investment
$129 Million
Weight
1.4%
Merck & Co Inc logo

MRK - Manufacturing

Merck & Co Inc

P/E-Ratio
11.6
Total Investment
$128 Million
Weight
1.4%
Coca-Cola Co/The logo

KO - Manufacturing

Coca-Cola Co/The

P/E-Ratio
29.6
Total Investment
$124 Million
Weight
1.4%
PepsiCo Inc logo

PEP - Manufacturing

PepsiCo Inc

P/E-Ratio
20.5
Total Investment
$112 Million
Weight
1.3%
Cisco Systems Inc logo

CSCO - Manufacturing

Cisco Systems Inc

P/E-Ratio
24.2
Total Investment
$107 Million
Weight
1.2%
International Business Machines Corp logo

IBM - Professional, Scientific, and Technical Services

International Business Machines Corp

P/E-Ratio
36.7
Total Investment
$104 Million
Weight
1.2%
Philip Morris International Inc logo

PM - Manufacturing

Philip Morris International Inc

P/E-Ratio
35.9
Total Investment
$103 Million
Weight
1.2%
Abbott Laboratories logo

ABT - Manufacturing

Abbott Laboratories

P/E-Ratio
16.9
Total Investment
$103 Million
Weight
1.2%
Thermo Fisher Scientific Inc logo

TMO - Professional, Scientific, and Technical Services

Thermo Fisher Scientific Inc

P/E-Ratio
25.8
Total Investment
$101 Million
Weight
1.1%
Caterpillar Inc logo

CAT - Manufacturing

Caterpillar Inc

P/E-Ratio
13.2
Total Investment
$97.9 Million
Weight
1.1%
Goldman Sachs Group Inc/The logo

GS - Finance and Insurance

Goldman Sachs Group Inc/The

P/E-Ratio
11.5
Total Investment
$95.5 Million
Weight
1.1%