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ETF comparison

MGC vs SCHD

US Large Cap vs Dividend.

Vanguard Morningstar Mega Cap ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
8.1 %

22 positions appear in both funds. Buying equal dollars of MGC and SCHD would leave roughly 8.1% of each dollar exposed to the same underlying securities.

MGC unmatched 91.7% Shared 8.1% SCHD unmatched 91.6%

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.

In MGC only
150 positions
Shared
22 positions
In SCHD only
77 positions

Side by side

MGC

Vanguard Morningstar Mega Cap ETF

Vanguard · US Large Cap

88 composite / 100
Expense ratio
0.050%
Net assets
$10.84B
whole fund, 2 share classes
TTM yield
0.94%
Top-10 conc.
45.4%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

86 composite / 100
Expense ratio
0.060%
Net assets
$121.09B
TTM yield
2.94%
Top-10 conc.
41.7%

Sub-score comparison

95
Cost
94
89
Tax efficiency
75
100
Liquidity
100
49
Concentration
55
—
Tracking quality
—
MGC sub-score SCHD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

MGC is 1 bps cheaper than SCHD. On a $100,000 position that's about $10/yr more in fees for SCHD.

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 MGC vs SCHD.

Top shared holdings

22 shared in total
# Holding In MGC In SCHD Overlap
1 Chevron Corp 0.72% 4.01% 0.72%
2 Merck & Co Inc 0.67% 4.76% 0.67%
3 UnitedHealth Group Inc 0.65% 3.82% 0.65%
4 Procter & Gamble Co/The 0.62% 3.82% 0.62%
5 Home Depot Inc/The 0.60% 3.87% 0.60%
6 Coca-Cola Co/The 0.56% 4.16% 0.56%
7 Texas Instruments Inc 0.44% 3.12% 0.44%
8 Amgen Inc 0.43% 4.70% 0.43%
9 Abbott Laboratories 0.35% 4.68% 0.35%
10 PepsiCo Inc 0.35% 3.64% 0.35%
11 Verizon Communications Inc 0.35% 3.96% 0.35%
12 QUALCOMM Inc 0.33% 2.52% 0.33%

Only in MGC

150 total
  • NVIDIA Corp 9.34%
  • Apple Inc 8.56%
  • Microsoft Corp 6.93%
  • Amazon.com Inc 4.63%
  • Alphabet Inc 3.67%
  • Broadcom Inc 3.23%
  • Alphabet Inc 2.88%
  • Meta Platforms Inc 2.31%
  • Micron Technology Inc 1.99%
  • Tesla Inc 1.91%

Only in SCHD

77 total
  • SLB Ltd 2.19%
  • Target Corp 1.78%
  • ONEOK Inc 1.47%
  • Fastenal Co 1.38%
  • Devon Energy Corp 1.36%
  • Ford Motor Co 1.33%
  • Fifth Third Bancorp 1.19%
  • Paychex Inc 1.00%
  • Archer-Daniels-Midland Co 0.95%
  • Kimberly-Clark Corp 0.87%

Percentages are holdings overlap with the named fund.

Open MGC or SCHD 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.