ETF comparison
IWD vs MGK
US Value vs US Large Cap Growth.
iShares Russell 1000 Value ETF · Vanguard Morningstar Mega Cap Growth ETF
Holdings overlap
21 positions appear in both funds. Buying equal dollars of IWD and MGK would leave roughly 18.6% 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
MGK 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 MGK.
Top shared holdings
21 shared in total| # | Holding | In IWD | In MGK | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 12.17% | 5.37% |
| 2 | AMAZON.COM, INC. | 5.93% | 4.46% | 4.46% |
| 3 | MICROSOFT CORPORATION | 3.88% | 7.50% | 3.88% |
| 4 | INTEL CORPORATION | 1.72% | 1.10% | 1.10% |
| 5 | META PLATFORMS, INC. | 0.63% | 4.08% | 0.63% |
| 6 | WELLTOWER INC. | 0.45% | 0.71% | 0.45% |
| 7 | UBER TECHNOLOGIES, INC. | 0.36% | 0.42% | 0.36% |
| 8 | VERTEX PHARMACEUTICALS INCORPORATED | 0.35% | 0.60% | 0.35% |
| 9 | EQUINIX, INC. | 0.29% | 0.50% | 0.29% |
| 10 | THE TJX COMPANIES, INC. | 0.26% | 0.70% | 0.26% |
| 11 | SYNOPSYS, INC. | 0.23% | 0.45% | 0.23% |
| 12 | O'Reilly Automotive, Inc. | 0.21% | 0.43% | 0.21% |
Only in IWD
849 total- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
Only in MGK
35 total- NVIDIA Corp 13.27%
- Alphabet Inc 5.92%
- Alphabet Inc 4.66%
- Broadcom Inc 4.27%
- Tesla Inc 3.93%
- Eli Lilly & Co 3.40%
- Advanced Micro Devices Inc 3.19%
- Lam Research Corp 1.92%
- Visa Inc 1.82%
- KLA Corp 1.48%
Related comparisons
More comparisons with IWD
- IWD vs SPMO · Invesco S&P 500 Momentum ETF 18.3%
- IWD vs FELG · Fidelity Enhanced Large Cap Growth ETF 18.1%
- IWD vs CGGR · Capital Group Growth ETF 17.9%
- IWD vs VOE · Vanguard Morningstar Mid-Cap Value ETF 17.0%
- IWD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 16.7%
- IWD vs IWF · iShares Russell 1000 Growth ETF 16.3%
More comparisons with MGK
- MGK vs DGRO · iShares Core Dividend Growth ETF 14.5%
- MGK vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 5.2%
- MGK vs VO · Vanguard Morningstar Mid-Cap ETF 2.3%
- MGK vs VTV · Vanguard Morningstar Value ETF 2.0%
- MGK vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- MGK vs IJR · iShares Core S&P Small-Cap ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWD or MGK 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.