ETF comparison
MGV vs SCHD
US Value vs Dividend.
Vanguard Morningstar Mega Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
22 positions appear in both funds. Buying equal dollars of MGV and SCHD would leave roughly 20.1% 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 1 bps cheaper than SCHD. On a $100,000 position that's about $10/yr more in fees for SCHD.
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 MGV vs SCHD.
Top shared holdings
22 shared in total| # | Holding | In MGV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Chevron Corp | 1.66% | 3.83% | 1.66% |
| 2 | UnitedHealth Group Inc | 1.66% | 5.09% | 1.66% |
| 3 | Procter & Gamble Co/The | 1.60% | 3.55% | 1.60% |
| 4 | Home Depot Inc/The | 1.52% | 3.36% | 1.52% |
| 5 | Merck & Co Inc | 1.41% | 3.86% | 1.41% |
| 6 | Texas Instruments Inc | 1.33% | 5.90% | 1.33% |
| 7 | Coca-Cola Co/The | 1.31% | 3.96% | 1.31% |
| 8 | QUALCOMM Inc | 1.29% | 6.74% | 1.29% |
| 9 | PepsiCo Inc | 0.95% | 3.44% | 0.95% |
| 10 | Amgen Inc | 0.87% | 3.47% | 0.87% |
| 11 | Verizon Communications Inc | 0.87% | 3.65% | 0.87% |
| 12 | Abbott Laboratories | 0.72% | 2.96% | 0.72% |
Only in MGV
98 total- Micron Technology Inc 5.26%
- JPMorgan Chase & Co 3.64%
- Berkshire Hathaway Inc 3.15%
- Exxon Mobil Corp 2.91%
- Johnson & Johnson 2.61%
- Walmart Inc 2.44%
- Intel Corp 2.20%
- Cisco Systems Inc 2.06%
- Costco Wholesale Corp 2.04%
- Caterpillar Inc 1.96%
Only in SCHD
77 total- SLB Ltd 2.05%
- Ford Motor Co 1.72%
- Target Corp 1.45%
- ONEOK Inc 1.33%
- Devon Energy Corp 1.29%
- Fastenal Co 1.28%
- Fifth Third Bancorp 1.13%
- Archer-Daniels-Midland Co 0.96%
- Kimberly-Clark Corp 0.81%
- Paychex Inc 0.79%
Related comparisons
More comparisons with MGV
- MGV vs IWF · iShares Russell 1000 Growth ETF 13.9%
- MGV vs RPV · Invesco S&P 500 Pure Value ETF 9.4%
- MGV vs VUG · Vanguard Morningstar Growth ETF 5.9%
- MGV vs VO · Vanguard Morningstar Mid-Cap ETF 4.2%
- MGV vs VOE · Vanguard Morningstar Mid-Cap Value ETF 3.9%
- MGV vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
More comparisons with SCHD
- SCHD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 19.9%
- SCHD vs COWZ · Pacer US Cash Cows 100 ETF 19.9%
- SCHD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 19.4%
- SCHD vs DTD · WisdomTree U.S. Total Dividend Fund 18.5%
- SCHD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 17.8%
- SCHD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 17.7%
Percentages are holdings overlap with the named fund.
Open MGV or SCHD 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.