IXJ vs MGV overlap - what they share and where they differ

IXJ and MGV share 15.5% of their weight across 18 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.

IXJ and MGV

15.5%

18 shared positions

IXJ

iShares Global Healthcare ETF

Reported positions cover 100% of the fund, 107 positions · Jun 30, 2026

Top 10: 48.2%·Holdings of IXJ

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 IXJ 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 IXJ side by side

IXJiShares Global Healthcare ETF

107

stock positions reported to the SEC

56.8% of its weight is in 89 names MGV does not hold

MGVVANGUARD MEGA CAP VALUE INDEX FUND

119

stock positions reported to the SEC

84.0% of its weight is in 101 names IXJ does not hold

Where each fund's weight sits

IXJ
MGV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Healthcare
79.4%
16.0%
Technology
0.0%
22.0%
Financial Services
0.5%
18.2%
Consumer Defensive
2.2%
9.6%
Industrials
0.0%
5.3%
Consumer Cyclical
2.7%
0.0%

The widest gap is Healthcare: IXJ has 63.4 points more of it.

The figures side by side

IXJMGV
Filing dateJun 30, 2026May 31, 2026
Stock positions reported107119
Weight of the ten largest48.2%29.3%
Largest positionLLY 10.9%MU 5.3%
Held alone89 positions, 56.8%101 positions, 84.0%
Covered by stock positions100%100%

Holdings they share

StockIn IXJIn MGVCounted
JNJJOHNSON & JOHNSON7.04%2.61%2.61%
ABBVABBVIE INC.5.12%1.85%1.85%
UNHUNITEDHEALTH GROUP INCORPORATED4.40%1.66%1.66%
MRKMERCK Kommanditgesellschaft auf Aktien4.40%1.41%1.41%
TMOTHERMO FISHER SCIENTIFIC INCORPORATED2.42%0.88%0.88%
AMGNAMGEN INC.2.54%0.87%0.87%
GILDGILEAD SCIENCES, INC.2.04%0.80%0.80%
ABTABBOTT LABORATORIES2.05%0.72%0.72%
PFEPFIZER INC.1.78%0.72%0.72%
BMYBRISTOL-MYERS SQUIBB COMPANY1.53%0.56%0.56%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IXJ

LLYELI LILLY AND COMPANY10.93%
ROCHE HOLDING AG3.91%
AZNASTRAZENECA PLC3.76%
NVSNovartis AG3.71%
NVONOVO NORDISK A/S1.99%
ISRGINTUITIVE SURGICAL, INC.1.83%
VRTXVERTEX PHARMACEUTICALS INCORPORATED1.64%
GSKGSK PLC1.38%
MEDTRONIC PUBLIC LIMITED COMPANY1.30%
SNYSANOFI SA1.18%

Only in MGV

MUMicron Technology Inc5.26%
BRK.ABerkshire Hathaway Inc4.21%
JPMORGAN CHASE & CO3.64%
EXXON MOBIL CORP2.91%
WMTWalmart Inc2.44%
INTCIntel Corp2.20%
CSCOCisco Systems Inc2.06%
COSTCostco Wholesale Corp2.04%
CATCaterpillar Inc1.96%
AMATApplied Materials Inc1.72%

Questions people ask

Is IXJ the same as MGV?

15.5% of their weight sits in the same 18 holdings. IXJ also reports LLY, ROCHE HOLDING AG, AZN, which the other does not. MGV also reports MU, BRK.A, JPMORGAN CHASE & CO, which the other does not.

How is the overlap between IXJ 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 IXJ and 100% of MGV, so the number cannot exceed the smaller coverage.

Which holds more, MGV or IXJ?

IXJ reports 107 stock positions and MGV reports 119. 56.8% of IXJ's weight sits in names MGV does not hold, and 84.0% of MGV's weight in names IXJ does not hold. The ten largest positions are 48.2% of IXJ and 29.3% of MGV.

How do IXJ and MGV differ by sector?

The widest gap is Healthcare: IXJ has 63.4 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.

Add a third fund in the tool·All fund pairs

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.