ETF comparison
IWD vs MGC
US Value vs US Large Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Mega Cap ETF
Holdings overlap
130 positions appear in both funds. Buying equal dollars of IWD and MGC would leave roughly 49.8% 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
MGC is 13 bps cheaper than IWD. On a $100,000 position that's about $130/yr more in fees for IWD.
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 IWD vs MGC.
Top shared holdings
130 shared in total| # | Holding | In IWD | In MGC | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 8.55% | 5.37% |
| 2 | AMAZON.COM, INC. | 5.93% | 4.88% | 4.88% |
| 3 | MICROSOFT CORPORATION | 3.88% | 6.24% | 3.88% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.53% | 1.53% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.41% | 1.41% |
| 6 | EXXON MOBIL CORPORATION | 1.59% | 1.13% | 1.13% |
| 7 | JOHNSON & JOHNSON | 1.71% | 1.01% | 1.01% |
| 8 | WALMART INC. | 1.27% | 0.95% | 0.95% |
| 9 | INTEL CORPORATION | 1.72% | 0.86% | 0.86% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.80% | 0.80% |
| 11 | ABBVIE INC. | 1.15% | 0.72% | 0.72% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.79% | 0.65% |
Only in IWD
740 total- CONSTELLATION ENERGY CORPORATION. 0.21%
- CRH PUBLIC LIMITED COMPANY 0.20%
- HONEYWELL INTERNATIONAL INCORPORATION 0.20%
- HONEYWELL AEROSPACE INC. 0.20%
- SLB N.V. 0.19%
- GENERAL MOTORS COMPANY 0.19%
- VALERO ENERGY CORPORATION 0.19%
- WARNER BROS. DISCOVERY, INC. 0.18%
- PHILLIPS 66 0.18%
- DIGITAL REALTY TRUST, INC. 0.18%
Only in MGC
43 total- NVIDIA Corp 9.10%
- Alphabet Inc 4.13%
- Broadcom Inc 3.95%
- Alphabet Inc 3.25%
- Tesla Inc 2.29%
- Micron Technology Inc 2.04%
- Eli Lilly & Co 1.75%
- Advanced Micro Devices Inc 1.57%
- Visa Inc 1.02%
- Caterpillar Inc 0.76%
Related comparisons
More comparisons with IWD
- IWD vs DFLV · Dimensional US Large Cap Value ETF 49.6%
- IWD vs MGV · Vanguard Morningstar Mega Cap Value ETF 49.0%
- IWD vs ESGU · iShares ESG Aware MSCI USA ETF 48.9%
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.5%
- IWD vs OEF · iShares S&P 100 ETF 47.7%
- IWD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.2%
More comparisons with MGC
- MGC vs CGUS · Capital Group Core Equity ETF 49.2%
- MGC vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 44.1%
- MGC vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 40.5%
- MGC vs DGRO · iShares Core Dividend Growth ETF 38.2%
- MGC vs VTV · Vanguard Morningstar Value ETF 37.6%
- MGC vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 32.6%
Percentages are holdings overlap with the named fund.
Open IWD or MGC 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.