ETF comparison
MGV vs SCHV
Both US Value.
Vanguard Morningstar Mega Cap Value ETF · Schwab U.S. Large-Cap Value ETF
Holdings overlap
98 positions appear in both funds. Buying equal dollars of MGV and SCHV would leave roughly 58.9% 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
SCHV is 1 bps cheaper than MGV. On a $100,000 position that's about $10/yr more in fees for MGV.
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 SCHV.
Top shared holdings
98 shared in total| # | Holding | In MGV | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | Micron Technology Inc | 5.00% | 3.40% | 3.40% |
| 2 | JPMorgan Chase & Co | 4.41% | 3.00% | 3.00% |
| 3 | Berkshire Hathaway Inc | 3.29% | 2.91% | 2.91% |
| 4 | ExxonMobil Holdings Corp | 3.08% | 2.10% | 2.10% |
| 5 | Johnson & Johnson | 2.96% | 2.01% | 2.01% |
| 6 | Walmart Inc | 2.12% | 1.45% | 1.45% |
| 7 | AbbVie Inc | 2.09% | 1.43% | 1.43% |
| 8 | Cisco Systems Inc | 1.81% | 1.37% | 1.37% |
| 9 | Bank of America Corp | 1.83% | 1.27% | 1.27% |
| 10 | Chevron Corp | 1.80% | 1.22% | 1.22% |
| 11 | Caterpillar Inc | 1.70% | 1.16% | 1.16% |
| 12 | Merck & Co Inc | 1.69% | 1.15% | 1.15% |
Only in MGV
23 total- Costco Wholesale Corp 1.94%
- UnitedHealth Group Inc 1.63%
- General Electric Co 1.62%
- Thermo Fisher Scientific Inc 1.06%
- Linde PLC 1.05%
- Berkshire Hathaway Inc 1.02%
- Salesforce Inc 0.93%
- Walt Disney Co/The 0.86%
- BlackRock Funding Inc/DE 0.75%
- Danaher Corp 0.63%
Only in SCHV
457 total- Lam Research Corp 1.19%
- Oracle Corp 0.80%
- Amphenol Corp 0.61%
- Seagate Technology Holdings PLC 0.58%
- Marvell Technology Inc 0.58%
- Welltower Inc 0.53%
- Boeing Co/The 0.52%
- Western Digital Corp 0.49%
- TJX Cos Inc/The 0.47%
- Corning Inc 0.37%
Related comparisons
More comparisons with MGV
- 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%
- MGV vs DFUV · Dimensional US Marketwide Value ETF 48.7%
- MGV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 48.5%
More comparisons with SCHV
- SCHV vs DFUV · Dimensional US Marketwide Value ETF 54.2%
- SCHV vs IWX · iShares Russell Top 200 Value ETF 53.8%
- SCHV vs DGRO · iShares Core Dividend Growth ETF 52.9%
- SCHV vs DFLV · Dimensional US Large Cap Value ETF 49.2%
- SCHV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 47.4%
- SCHV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 45.1%
Percentages are holdings overlap with the named fund.
Open MGV or SCHV 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.