ETF comparison
IWX vs MGV
Both US Value.
iShares Russell Top 200 Value ETF · Vanguard Morningstar Mega Cap Value ETF
Holdings overlap
111 positions appear in both funds. Buying equal dollars of IWX and MGV would leave roughly 64.1% 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
MGV is 15 bps cheaper than IWX. On a $100,000 position that's about $150/yr more in fees for IWX.
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 IWX vs MGV.
Top shared holdings
111 shared in total| # | Holding | In IWX | In MGV | Overlap |
|---|---|---|---|---|
| 1 | JP MORGAN CHASE & COMPANY | 3.44% | 4.41% | 3.44% |
| 2 | BERKSHIRE HATHAWAY INC | 3.66% | 3.29% | 3.29% |
| 3 | JOHNSON & JOHNSON | 2.40% | 2.96% | 2.40% |
| 4 | CISCO SYSTEMS INC | 1.82% | 1.81% | 1.81% |
| 5 | WALMART INC | 1.78% | 2.12% | 1.78% |
| 6 | ABBVIE INC | 1.61% | 2.09% | 1.61% |
| 7 | UNITEDHEALTH GROUP INC | 1.47% | 1.63% | 1.47% |
| 8 | BANK OF AMERICA CORP | 1.38% | 1.83% | 1.38% |
| 9 | PROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.56% | 1.34% |
| 10 | MERCK & COMPANY INC | 1.25% | 1.69% | 1.25% |
| 11 | CHEVRON CORP | 1.21% | 1.80% | 1.21% |
| 12 | GOLDMAN SACHS GROUP INC (THE) | 1.14% | 1.31% | 1.14% |
Only in IWX
40 total- AMAZON.COM INC 8.32%
- APPLE INC 7.53%
- MICROSOFT CORP 5.44%
- EXXONMOBIL HOLDINGS CORP 2.23%
- META PLATFORMS INC 0.88%
- WELLTOWER INC 0.63%
- VERTEX PHARMACEUTICALS INC 0.50%
- EQUINIX INC 0.40%
- TJX COMPANIES INC (THE) 0.36%
- SYNOPSYS INC 0.33%
Only in MGV
10 total- Micron Technology Inc 5.00%
- ExxonMobil Holdings Corp 3.08%
- Caterpillar Inc 1.70%
- General Electric Co 1.62%
- Texas Instruments Inc 1.10%
- Berkshire Hathaway Inc 1.02%
- Applied Materials Inc 0.84%
- Lockheed Martin Corp 0.60%
- Trane Technologies PLC 0.45%
- Kinder Morgan Inc 0.14%
Related comparisons
More comparisons with IWX
- IWX vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 63.9%
- IWX vs IVE · iShares S&P 500 Value ETF 63.8%
- IWX vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 61.5%
- IWX vs IUSV · iShares Core S&P U.S. Value ETF 60.5%
- IWX vs SCHV · Schwab U.S. Large-Cap Value ETF 53.8%
- IWX vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 52.4%
More comparisons with MGV
- MGV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 61.3%
- MGV vs SCHV · Schwab U.S. Large-Cap Value ETF 58.9%
- MGV vs DGRO · iShares Core Dividend Growth ETF 55.5%
- MGV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 54.2%
- MGV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 51.2%
- MGV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 48.9%
Percentages are holdings overlap with the named fund.
Open IWX or MGV 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.