ETF comparison
MGV vs SCHD
US Value vs Dividend.
Vanguard Morningstar Mega Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
22 positions appear in both funds. Buying equal dollars of MGV and SCHD would leave roughly 20.5% 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
MGV 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 MGV vs SCHD.
Top shared holdings
22 shared in total| # | Holding | In MGV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Chevron Corp | 1.80% | 4.01% | 1.80% |
| 2 | Merck & Co Inc | 1.69% | 4.76% | 1.69% |
| 3 | UnitedHealth Group Inc | 1.63% | 3.82% | 1.63% |
| 4 | Procter & Gamble Co/The | 1.56% | 3.82% | 1.56% |
| 5 | Home Depot Inc/The | 1.51% | 3.87% | 1.51% |
| 6 | Coca-Cola Co/The | 1.41% | 4.16% | 1.41% |
| 7 | Texas Instruments Inc | 1.10% | 3.12% | 1.10% |
| 8 | Amgen Inc | 1.07% | 4.70% | 1.07% |
| 9 | Abbott Laboratories | 0.89% | 4.68% | 0.89% |
| 10 | PepsiCo Inc | 0.89% | 3.64% | 0.89% |
| 11 | Verizon Communications Inc | 0.87% | 3.96% | 0.87% |
| 12 | QUALCOMM Inc | 0.83% | 2.52% | 0.83% |
Only in MGV
99 total- Micron Technology Inc 5.00%
- JPMorgan Chase & Co 4.41%
- Berkshire Hathaway Inc 3.29%
- ExxonMobil Holdings Corp 3.08%
- Johnson & Johnson 2.96%
- Walmart Inc 2.12%
- AbbVie Inc 2.09%
- Costco Wholesale Corp 1.94%
- Bank of America Corp 1.83%
- Cisco Systems Inc 1.81%
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%
Related comparisons
More comparisons with MGV
- MGV vs IWF · iShares Russell 1000 Growth ETF 13.0%
- MGV vs RPV · Invesco S&P 500 Pure Value ETF 9.6%
- MGV vs VUG · Vanguard Morningstar Growth ETF 5.7%
- MGV vs VO · Vanguard Morningstar Mid-Cap ETF 2.5%
- MGV vs VOE · Vanguard Morningstar Mid-Cap Value ETF 2.3%
- MGV vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
More comparisons with SCHD
- SCHD vs DGRO · iShares Core Dividend Growth ETF 20.3%
- SCHD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 20.2%
- SCHD vs COWZ · Pacer US Cash Cows 100 ETF 19.6%
- SCHD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 19.4%
- SCHD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 19.4%
- SCHD vs DTD · WisdomTree U.S. Total Dividend Fund 18.5%
Percentages are holdings overlap with the named fund.
Open MGV 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.