ETF comparison
MGV vs VIG
US Value vs Dividend.
Vanguard Morningstar Mega Cap Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
65 positions appear in both funds. Buying equal dollars of MGV and VIG would leave roughly 54.2% 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
VIG 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 VIG.
Top shared holdings
65 shared in total| # | Holding | In MGV | In VIG | Overlap |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 4.41% | 4.07% | 4.07% |
| 2 | ExxonMobil Holdings Corp | 3.08% | 2.78% | 2.78% |
| 3 | Johnson & Johnson | 2.96% | 2.67% | 2.67% |
| 4 | Walmart Inc | 2.12% | 2.11% | 2.11% |
| 5 | AbbVie Inc | 2.09% | 1.92% | 1.92% |
| 6 | Costco Wholesale Corp | 1.94% | 1.83% | 1.83% |
| 7 | Cisco Systems Inc | 1.81% | 1.98% | 1.81% |
| 8 | Bank of America Corp | 1.83% | 1.75% | 1.75% |
| 9 | UnitedHealth Group Inc | 1.63% | 1.63% | 1.63% |
| 10 | Caterpillar Inc | 1.70% | 1.62% | 1.62% |
| 11 | Procter & Gamble Co/The | 1.56% | 1.45% | 1.45% |
| 12 | Home Depot Inc/The | 1.51% | 1.43% | 1.43% |
Only in MGV
56 total- Micron Technology Inc 5.00%
- Berkshire Hathaway Inc 3.29%
- Chevron Corp 1.80%
- General Electric Co 1.62%
- Philip Morris International Inc 1.35%
- RTX Corp 1.29%
- Wells Fargo & Co 1.22%
- Thermo Fisher Scientific Inc 1.06%
- Citigroup Inc 1.04%
- Berkshire Hathaway Inc 1.02%
Only in VIG
268 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- Eli Lilly & Co 3.93%
- Visa Inc 2.45%
- Mastercard Inc 2.00%
- Lam Research Corp 1.58%
- KLA Corp 1.03%
- Oracle Corp 0.95%
- Amphenol Corp 0.85%
Related comparisons
More comparisons with MGV
- 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%
- MGV vs IVE · iShares S&P 500 Value ETF 48.5%
- MGV vs DFLV · Dimensional US Large Cap Value ETF 48.0%
More comparisons with VIG
- VIG vs DLN · WisdomTree U.S. LargeCap Dividend Fund 52.7%
- VIG vs IWX · iShares Russell Top 200 Value ETF 50.0%
- VIG vs DTD · WisdomTree U.S. Total Dividend Fund 49.7%
- VIG vs VTV · Vanguard Morningstar Value ETF 48.3%
- VIG vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 48.3%
- VIG vs SCHV · Schwab U.S. Large-Cap Value ETF 47.4%
Percentages are holdings overlap with the named fund.
Open MGV or VIG 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.