IWX vs MGV overlap - what they share and where they differ
IWX and MGV share 67.6% of their weight across 110 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
IWX and MGV
67.6%
110 shared positions
IWX
iShares Russell Top 200 Value ETF
Reported positions cover 100% of the fund, 151 positions · Jun 30, 2026
Top 10: 39.0%·Holdings of IWX
MGV
VANGUARD MEGA CAP VALUE INDEX FUND
Reported positions cover 100% of the fund, 119 positions · May 31, 2026
Top 10: 29.3%·Holdings of MGV
Reported positions cover IWX 100%, MGV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
MGV vs IWX side by side
IWXiShares Russell Top 200 Value ETF
151
stock positions reported to the SEC
30.7% of its weight is in 41 names MGV does not hold
MGVVANGUARD MEGA CAP VALUE INDEX FUND
119
stock positions reported to the SEC
13.2% of its weight is in 9 names IWX does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: IWX has 12.2 points more of it.
The figures side by side
| IWX | MGV | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 151 | 119 |
| Weight of the ten largest | 39.0% | 29.3% |
| Largest position | AMZN 8.3% | MU 5.3% |
| Held alone | 41 positions, 30.7% | 9 positions, 13.2% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWX | In MGV | Counted |
|---|---|---|---|
| BRK.ABERKSHIRE HATHAWAY INC | 3.66% | 4.21% | 3.66% |
| JPMJP MORGAN CHASE & COMPANY | 3.44% | 3.64% | 3.44% |
| JNJJOHNSON & JOHNSON | 2.40% | 2.61% | 2.40% |
| XOMEXXONMOBIL HOLDINGS CORP | 2.23% | 2.91% | 2.23% |
| INTCINTEL CORP | 2.40% | 2.20% | 2.20% |
| CSCOCISCO SYSTEMS INC | 1.82% | 2.06% | 1.82% |
| WMTWALMART INC | 1.78% | 2.44% | 1.78% |
| ABBVABBVIE INC | 1.61% | 1.85% | 1.61% |
| UNHUNITEDHEALTH GROUP INC | 1.47% | 1.66% | 1.47% |
| BACBANK OF AMERICA CORP | 1.38% | 1.60% | 1.38% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWX
Only in MGV
Questions people ask
Is IWX the same as MGV?
67.6% of their weight sits in the same 110 holdings. IWX also reports AMZN, AAPL, MSFT, which the other does not. MGV also reports MU, CAT, AMAT, which the other does not.
How is the overlap between IWX and MGV measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IWX and 100% of MGV, so the number cannot exceed the smaller coverage.
Which holds more, MGV or IWX?
IWX reports 151 stock positions and MGV reports 119. 30.7% of IWX's weight sits in names MGV does not hold, and 13.2% of MGV's weight in names IWX does not hold. The ten largest positions are 39.0% of IWX and 29.3% of MGV.
How do IWX and MGV differ by sector?
The widest gap is Consumer Cyclical: IWX has 12.2 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.