ETF comparison

DGROvsMGV

Dividend vs US Value.

iShares Core Dividend Growth ETF · Vanguard Morningstar Mega Cap Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
54.9%

81 positions appear in both funds. Buying equal dollars of DGRO and MGV would leave roughly54.9%of each dollar exposed to the same underlying securities.

DGRO only 44.8%Shared 54.9%MGV only 44.6%
In DGRO only
313 positions
Shared
81 positions
In MGV only
39 positions

Side by side

DGRO

iShares Core Dividend Growth ETF

iShares · Dividend

89composite / 100
Expense ratio
0.080%
Net assets
$43.46B
TTM yield
1.90%
Top-10 conc.
26.5%
MGV

Vanguard Morningstar Mega Cap Value ETF

Vanguard · US Value

91composite / 100
Expense ratio
0.050%
Net assets
$13.90B
TTM yield
1.85%
Top-10 conc.
28.3%

Sub-score comparison

92
Cost
95
77
Tax efficiency
87
100
Liquidity
100
76
Concentration
74
Tracking quality
DGROsub-scoreMGV

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

MGV is 3 bps cheaper than DGRO. On a $100,000 position that's about $30/yr more in fees for DGRO.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with DGRO vs MGV.

Top shared holdings

81 shared in total
#HoldingIn DGROIn MGVOverlap
1JP MORGAN CHASE & COMPANY3.04%3.64%3.04%
2EXXON MOBIL CORP2.90%2.91%2.90%
3JOHNSON & JOHNSON2.64%2.61%2.61%
4ABBVIE INC2.52%1.85%1.85%
5CISCO SYSTEMS INC1.73%2.06%1.73%
6UNITEDHEALTH GROUP INC2.31%1.66%1.66%
7PROCTER & GAMBLE COMPANY (THE)2.07%1.60%1.60%
8BANK OF AMERICA CORP1.83%1.60%1.60%
9HOME DEPOT INC (THE)1.89%1.52%1.52%
10MERCK & COMPANY INC1.75%1.41%1.41%
11PHILIP MORRIS INTERNATIONAL INC1.94%1.33%1.33%
12COCA-COLA COMPANY (THE)1.79%1.31%1.31%

Only in DGRO

313 total
  • BROADCOM INC3.25%
  • APPLE INC2.93%
  • MICROSOFT CORP2.91%
  • ELI LILLY & COMPANY1.14%
  • VISA INC1.05%
  • ORACLE CORP0.80%
  • MASTERCARD INC0.61%
  • PHILLIPS 660.50%
  • TJX COMPANIES INC (THE)0.42%
  • LAM RESEARCH CORP0.35%

Only in MGV

39 total
  • Micron Technology Inc5.26%
  • Berkshire Hathaway Inc3.15%
  • Intel Corp2.20%
  • Chevron Corp1.66%
  • General Electric Co1.55%
  • Texas Instruments Inc1.33%
  • Berkshire Hathaway Inc1.06%
  • Verizon Communications Inc0.87%
  • Walt Disney Co/The0.87%
  • AT&T Inc0.84%

Open DGRO or MGV 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 methodologyand 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.