ETF comparison
MGV vs VIG
US Value vs Dividend.
Vanguard Morningstar Mega Cap Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
63 positions appear in both funds. Buying equal dollars of MGV and VIG would leave roughly 50.1% 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
VIG is 1 bps cheaper than MGV. On a $100,000 position that's about $10/yr more in fees for MGV.
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 VIG.
Top shared holdings
63 shared in total| # | Holding | In MGV | In VIG | Overlap |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 3.64% | 4.07% | 3.64% |
| 2 | Johnson & Johnson | 2.61% | 2.67% | 2.61% |
| 3 | Walmart Inc | 2.44% | 2.11% | 2.11% |
| 4 | Cisco Systems Inc | 2.06% | 1.98% | 1.98% |
| 5 | AbbVie Inc | 1.85% | 1.92% | 1.85% |
| 6 | Costco Wholesale Corp | 2.04% | 1.83% | 1.83% |
| 7 | UnitedHealth Group Inc | 1.66% | 1.63% | 1.63% |
| 8 | Caterpillar Inc | 1.96% | 1.62% | 1.62% |
| 9 | Bank of America Corp | 1.60% | 1.75% | 1.60% |
| 10 | Procter & Gamble Co/The | 1.60% | 1.45% | 1.45% |
| 11 | Home Depot Inc/The | 1.52% | 1.43% | 1.43% |
| 12 | Merck & Co Inc | 1.41% | 1.39% | 1.39% |
Only in MGV
57 total- Micron Technology Inc 5.26%
- Berkshire Hathaway Inc 3.15%
- Exxon Mobil Corp 2.91%
- Intel Corp 2.20%
- Applied Materials Inc 1.72%
- Chevron Corp 1.66%
- General Electric Co 1.55%
- Philip Morris International Inc 1.33%
- RTX Corp 1.16%
- Wells Fargo & Co 1.15%
Only in VIG
270 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Visa Inc 2.45%
- Mastercard Inc 2.00%
- Lam Research Corp 1.58%
- KLA Corp 1.03%
- Oracle Corp 0.95%
Related comparisons
More comparisons with MGV
- MGV vs IUSV · iShares Core S&P U.S. Value ETF 49.2%
- MGV vs IWD · iShares Russell 1000 Value ETF 49.0%
- MGV vs DFUV · Dimensional US Marketwide Value ETF 44.4%
- MGV vs DFLV · Dimensional US Large Cap Value ETF 43.9%
- MGV vs PRF · Invesco RAFI US 1000 ETF 41.8%
- MGV vs JAVA · JPMorgan Active Value ETF 37.2%
More comparisons with VIG
- VIG vs IWX · iShares Russell Top 200 Value ETF 50.0%
- VIG vs DTD · WisdomTree U.S. Total Dividend Fund 49.7%
- VIG vs VTV · Vanguard Morningstar Value ETF 48.3%
- VIG vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 46.7%
- VIG vs IVE · iShares S&P 500 Value ETF 46.6%
- VIG vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 46.3%
Percentages are holdings overlap with the named fund.
Open MGV or VIG 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.