iShares Core S&P 500 ETF
ETF comparisons / IVV vs MGV
IVV vs MGV
iShares Core S&P 500 ETF compared with VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
Do IVV and MGV overlap?
IVV and MGV overlap by 34.0% by weight, across 117 shared companies.
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
117 companies held in both funds
| Shared company | IVV | MGV |
|---|---|---|
| Micron Technology Inc MU | 1.59% | 5.00% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 1.52% | 4.32% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 3.30% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 1.02% |
| JPMorgan Chase & Co JPM | 1.37% | 4.42% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 3.09% |
| JOHNSON & JOHNSON JNJ | 1.00% | 2.96% |
| WALMART INC. WMT | 0.81% | 2.13% |
| AbbVie Inc ABBV | 0.77% | 2.10% |
| Intel Corp INTC | 0.69% | 0.87% |
| Chevron Corp CVX | 0.69% | 1.81% |
| Costco Wholesale Corp COST | 0.66% | 1.94% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 1.81% |
| THE PROCTER & GAMBLE COMPANY PG | 0.56% | 1.56% |
| UnitedHealth Group Inc UNH | 0.55% | 1.64% |
| Merck & Co Inc MRK | 0.54% | 1.69% |
| THE COCA-COLA COMPANY KO | 0.54% | 1.41% |
| Applied Materials Inc AMAT | 0.50% | 0.84% |
| Bank of America Corp BAC | 0.50% | 1.83% |
| Home Depot Inc/The HD | 0.49% | 1.51% |
| Philip Morris International Inc PM | 0.49% | 1.35% |
| Caterpillar Inc CAT | 0.45% | 1.70% |
| Texas Instruments Inc TXN | 0.43% | 1.10% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.41% | 1.32% |
| RTX Corp RTX | 0.40% | 1.29% |
| Thermo Fisher Scientific Inc TMO | 0.39% | 1.06% |
| Wells Fargo & Co WFC | 0.39% | 1.22% |
IVV and MGV questions
Based on the holdings compared above
How much do IVV and MGV overlap?
IVV and MGV overlap by 34.0% by weight, across 117 shared companies.
Which companies do IVV and MGV both hold?
The largest companies held in both funds are Micron Technology Inc, BERKSHIRE HATHAWAY INC., JPMorgan Chase & Co, ExxonMobil Holdings Corporation, JOHNSON & JOHNSON.
Can I hold both IVV and MGV?
Holding both means 34.0% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
Is IVV or MGV cheaper?
IVV has a 0.03% expense ratio and MGV has 0.05%.
How do IVV and MGV compare on valuation?
IVV has a weighted P/E of 26.8 and MGV has a weighted P/E of 22.2.
See the companies and duplicated exposure across every fund you hold.