ETF comparison
MGV vs VYM
US Value vs Dividend.
Vanguard Morningstar Mega Cap Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
87 positions appear in both funds. Buying equal dollars of MGV and VYM would leave roughly 61.3% 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
VYM 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 VYM.
Top shared holdings
87 shared in total| # | Holding | In MGV | In VYM | Overlap |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 4.41% | 3.82% | 3.82% |
| 2 | ExxonMobil Holdings Corp | 3.08% | 2.63% | 2.63% |
| 3 | Johnson & Johnson | 2.96% | 2.51% | 2.51% |
| 4 | Cisco Systems Inc | 1.81% | 1.86% | 1.81% |
| 5 | AbbVie Inc | 2.09% | 1.80% | 1.80% |
| 6 | Bank of America Corp | 1.83% | 1.66% | 1.66% |
| 7 | UnitedHealth Group Inc | 1.63% | 1.52% | 1.52% |
| 8 | Caterpillar Inc | 1.70% | 1.50% | 1.50% |
| 9 | Chevron Corp | 1.80% | 1.48% | 1.48% |
| 10 | Coca-Cola Co/The | 1.41% | 1.38% | 1.38% |
| 11 | Procter & Gamble Co/The | 1.56% | 1.37% | 1.37% |
| 12 | Home Depot Inc/The | 1.51% | 1.34% | 1.34% |
Only in MGV
34 total- Micron Technology Inc 5.00%
- Berkshire Hathaway Inc 3.29%
- Walmart Inc 2.12%
- Costco Wholesale Corp 1.94%
- General Electric Co 1.62%
- Thermo Fisher Scientific Inc 1.06%
- Berkshire Hathaway Inc 1.02%
- Salesforce Inc 0.93%
- Intel Corp 0.87%
- Applied Materials Inc 0.84%
Only in VYM
517 total- Broadcom Inc 7.35%
- Oracle Corp 0.90%
- Marathon Petroleum Corp 0.38%
- Valero Energy Corp 0.38%
- Cummins Inc 0.36%
- Phillips 66 0.34%
- Royal Caribbean Cruises Ltd 0.32%
- SLB Ltd 0.30%
- PACCAR Inc 0.28%
- Allstate Corp/The 0.27%
Related comparisons
More comparisons with MGV
- 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%
- MGV vs DFUV · Dimensional US Marketwide Value ETF 48.7%
More comparisons with VYM
- VYM vs DTD · WisdomTree U.S. Total Dividend Fund 61.1%
- VYM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 60.7%
- VYM vs DLN · WisdomTree U.S. LargeCap Dividend Fund 60.1%
- VYM vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 56.4%
- VYM vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 54.0%
- VYM vs IVE · iShares S&P 500 Value ETF 53.9%
Percentages are holdings overlap with the named fund.
Open MGV or VYM 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.