ETF comparison
IWX vs MGV
Both US Value.
iShares Russell Top 200 Value ETF · Vanguard Mega Cap Value Index Fund
Holdings overlap
111 positions appear in both funds. Buying equal dollars of IWX and MGV would leave roughly 76.2% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
MGV is 15 bps cheaper than IWX. On a $100,000 position that's about $150/yr more in fees for IWX.
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 IWX vs MGV.
Top shared holdings
111 shared in total| # | Holding | In IWX | In MGV | Overlap |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co. | 3.89% | 3.83% | 3.83% |
| 2 | Berkshire Hathaway Inc. | 4.30% | 3.47% | 3.47% |
| 3 | Exxon Mobil Corp. | 3.49% | 3.21% | 3.21% |
| 4 | Johnson & Johnson | 2.86% | 2.99% | 2.86% |
| 5 | Walmart Inc | 2.37% | 2.80% | 2.37% |
| 6 | Micron Technology Inc. | 1.84% | 2.32% | 1.84% |
| 7 | CHEVRON CORP | 1.88% | 1.78% | 1.78% |
| 8 | The Procter & Gamble Co. | 1.65% | 1.95% | 1.65% |
| 9 | Merck & Co., Inc | 1.45% | 1.53% | 1.45% |
| 10 | Bank of America Corp. | 1.43% | 1.56% | 1.43% |
| 11 | Cisco Systems, Inc. | 1.50% | 1.41% | 1.41% |
| 12 | Caterpillar Inc | 1.40% | 1.57% | 1.40% |
Only in IWX
43 total- Alphabet Inc. 2.88%
- Amazon.com, Inc. 2.67%
- Alphabet Inc. 2.34%
- Meta Platforms Inc 1.08%
- Salesforce Inc. 0.73%
- Advanced Micro Devices Inc. 0.66%
- Welltower Inc. 0.66%
- Boeing Co. 0.63%
- S&P Global Inc 0.63%
- Newmont Corporation 0.58%
Only in MGV
12 total- Costco Wholesale Corp 2.24%
- AbbVie Inc 2.05%
- General Electric Co 1.71%
- Berkshire Hathaway Inc 1.19%
- Trane Technologies PLC 0.51%
- Waste Management Inc 0.48%
- Blackstone Inc 0.42%
- Bank of New York Mellon Corp/The 0.41%
- American Tower Corp 0.22%
- Simon Property Group Inc 0.16%
Open IWX 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 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.