ETF comparison
IWX vs MGV
Both US Value.
iShares Russell Top 200 Value ETF · Vanguard Morningstar Mega Cap Value ETF
Holdings overlap
109 positions appear in both funds. Buying equal dollars of IWX and MGV would leave roughly 66.8% 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
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
109 shared in total| # | Holding | In IWX | In MGV | Overlap |
|---|---|---|---|---|
| 1 | JP MORGAN CHASE & COMPANY | 3.44% | 3.64% | 3.44% |
| 2 | BERKSHIRE HATHAWAY INC | 3.66% | 3.15% | 3.15% |
| 3 | JOHNSON & JOHNSON | 2.40% | 2.61% | 2.40% |
| 4 | EXXONMOBIL HOLDINGS CORP | 2.23% | 2.91% | 2.23% |
| 5 | INTEL CORP | 2.40% | 2.20% | 2.20% |
| 6 | CISCO SYSTEMS INC | 1.82% | 2.06% | 1.82% |
| 7 | WALMART INC | 1.78% | 2.44% | 1.78% |
| 8 | ABBVIE INC | 1.61% | 1.85% | 1.61% |
| 9 | UNITEDHEALTH GROUP INC | 1.47% | 1.66% | 1.47% |
| 10 | BANK OF AMERICA CORP | 1.38% | 1.60% | 1.38% |
| 11 | PROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.60% | 1.34% |
| 12 | MERCK & COMPANY INC | 1.25% | 1.41% | 1.25% |
Only in IWX
42 total- AMAZON.COM INC 8.32%
- APPLE INC 7.53%
- MICROSOFT CORP 5.44%
- META PLATFORMS INC 0.88%
- WELLTOWER INC 0.63%
- UBER TECHNOLOGIES INC 0.50%
- VERTEX PHARMACEUTICALS INC 0.50%
- EQUINIX INC 0.40%
- TJX COMPANIES INC (THE) 0.36%
- SYNOPSYS INC 0.33%
Only in MGV
11 total- Micron Technology Inc 5.26%
- Caterpillar Inc 1.96%
- Applied Materials Inc 1.72%
- General Electric Co 1.55%
- Texas Instruments Inc 1.33%
- Berkshire Hathaway Inc 1.06%
- Honeywell International Inc 0.73%
- Lockheed Martin Corp 0.59%
- Trane Technologies PLC 0.48%
- Simon Property Group Inc 0.15%
Related comparisons
More comparisons with IWX
- IWX vs VTV · Vanguard Morningstar Value ETF 66.1%
- IWX vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 63.9%
- IWX vs IVE · iShares S&P 500 Value ETF 63.8%
- IWX vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 63.2%
- IWX vs IUSV · iShares Core S&P U.S. Value ETF 60.5%
- IWX vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 55.1%
More comparisons with MGV
- MGV vs SCHV · Schwab U.S. Large-Cap Value ETF 59.6%
- MGV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 58.3%
- MGV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 53.6%
- MGV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 52.0%
- MGV vs IVE · iShares S&P 500 Value ETF 51.9%
- MGV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 51.7%
Percentages are holdings overlap with the named fund.
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.