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 ETF
Do IVV and MGV overlap?
IVV and MGV overlap by 32.4% by weight, across 115 shared companies.
Vanguard Morningstar Mega Cap Value ETF
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
115 companies held in both funds
| Shared company | IVV | MGV |
|---|---|---|
| Micron Technology Inc MU | 1.66% | 5.26% |
| JPMorgan Chase & Co JPM | 1.44% | 3.64% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 1.42% | 4.21% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 1.42% | 3.15% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 1.06% |
| JOHNSON & JOHNSON JNJ | 0.97% | 2.61% |
| Intel Corp INTC | 0.77% | 2.21% |
| WALMART INC. WMT | 0.71% | 2.44% |
| AbbVie Inc ABBV | 0.69% | 1.85% |
| CISCO SYSTEMS, INC. CSCO | 0.67% | 2.06% |
| Bank of America Corp BAC | 0.62% | 1.60% |
| Costco Wholesale Corp COST | 0.61% | 2.04% |
| Chevron Corp CVX | 0.61% | 1.67% |
| Caterpillar Inc CAT | 0.57% | 1.96% |
| Applied Materials Inc AMAT | 0.55% | 1.72% |
| Merck & Co Inc MRK | 0.54% | 1.41% |
| UnitedHealth Group Inc UNH | 0.52% | 1.66% |
| THE COCA-COLA COMPANY KO | 0.52% | 1.31% |
| THE PROCTER & GAMBLE COMPANY PG | 0.51% | 1.61% |
| Home Depot Inc/The HD | 0.47% | 1.52% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.46% | 1.39% |
| Philip Morris International Inc PM | 0.45% | 1.33% |
| Wells Fargo & Co WFC | 0.42% | 1.15% |
| RTX Corp RTX | 0.40% | 1.16% |
| MORGAN STANLEY MS | 0.39% | 1.19% |
| Texas Instruments Inc TXN | 0.37% | 1.34% |
| CITIGROUP INC. C | 0.36% | 1.01% |
IVV and MGV questions
Based on the holdings compared above
How much do IVV and MGV overlap?
IVV and MGV overlap by 32.4% by weight, across 115 shared companies.
Which companies do IVV and MGV both hold?
The largest companies held in both funds are Micron Technology Inc, JPMorgan Chase & Co, BERKSHIRE HATHAWAY INC., JOHNSON & JOHNSON, Intel Corp.
Can I hold both IVV and MGV?
Holding both means 32.4% 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 22.4.
See the companies and duplicated exposure across every fund you hold.