ETF comparison
IWD vs MGC
US Value vs US Large Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Mega Cap ETF
Holdings overlap
129 positions appear in both funds. Buying equal dollars of IWD and MGC would leave roughly 49.5% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
MGC is 13 bps cheaper than IWD. On a $100,000 position that's about $130/yr more in fees for IWD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWD vs MGC.
Top shared holdings
129 shared in total| # | Holding | In IWD | In MGC | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 8.56% | 5.37% |
| 2 | AMAZON.COM, INC. | 5.93% | 4.63% | 4.63% |
| 3 | MICROSOFT CORPORATION | 3.88% | 6.93% | 3.88% |
| 4 | JPMORGAN CHASE & CO. | 2.45% | 1.76% | 1.76% |
| 5 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.61% | 1.61% |
| 6 | JOHNSON & JOHNSON | 1.71% | 1.18% | 1.18% |
| 7 | WALMART INC. | 1.27% | 0.85% | 0.85% |
| 8 | ABBVIE INC. | 1.15% | 0.83% | 0.83% |
| 9 | BANK OF AMERICA CORPORATION | 0.98% | 0.73% | 0.73% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.72% | 0.72% |
| 11 | CHEVRON CORPORATION | 0.86% | 0.72% | 0.72% |
| 12 | INTEL CORPORATION | 1.72% | 0.69% | 0.69% |
Only in IWD
741 total- EXXON MOBIL CORPORATION 1.59%
- CONSTELLATION ENERGY CORPORATION. 0.21%
- CRH PUBLIC LIMITED COMPANY 0.20%
- SLB N.V. 0.19%
- GENERAL MOTORS COMPANY 0.19%
- VALERO ENERGY CORPORATION 0.19%
- WARNER BROS. DISCOVERY, INC. 0.18%
- PHILLIPS 66 0.18%
- DIGITAL REALTY TRUST, INC. 0.18%
- PACCAR INC 0.17%
Only in MGC
43 total- NVIDIA Corp 9.34%
- Alphabet Inc 3.67%
- Broadcom Inc 3.23%
- Alphabet Inc 2.88%
- Micron Technology Inc 1.99%
- Tesla Inc 1.91%
- Eli Lilly & Co 1.80%
- Advanced Micro Devices Inc 1.41%
- ExxonMobil Holdings Corp 1.23%
- Visa Inc 1.16%
Related comparisons
More comparisons with IWD
- IWD vs ESGU · iShares ESG Aware MSCI USA ETF 48.8%
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.0%
- IWD vs OEF · iShares S&P 100 ETF 47.7%
- IWD vs MGV · Vanguard Morningstar Mega Cap Value ETF 47.3%
- IWD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 45.9%
- IWD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.2%
More comparisons with MGC
- MGC vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 43.5%
- MGC vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 41.5%
- MGC vs DGRO · iShares Core Dividend Growth ETF 40.5%
- MGC vs VTV · Vanguard Morningstar Value ETF 37.6%
- MGC vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 32.2%
- MGC vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 31.7%
Percentages are holdings overlap with the named fund.
Open IWD or MGC at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.