MGK vs XLG overlap - what they share and where they differ

MGK and XLG share 66.8% 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.

MGK and XLG

66.8%

18 shared positions

MGK

VANGUARD MEGA CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 55 positions · Jun 30, 2026

Top 10: 66.9%·Holdings of MGK

XLG

Invesco S&P 500 Top 50 ETF

Reported positions cover 100% of the fund, 50 positions · Apr 30, 2026

Top 10: 65.6%·Holdings of XLG

Reported positions cover MGK 100%, XLG 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

XLG vs MGK side by side

MGKVANGUARD MEGA CAP GROWTH INDEX FUND

55

stock positions reported to the SEC

25.2% of its weight is in 37 names XLG does not hold

XLGInvesco S&P 500 Top 50 ETF

50

stock positions reported to the SEC

28.8% of its weight is in 32 names MGK does not hold

Where each fund's weight sits

MGK
XLG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
74.7%
59.2%
Consumer Cyclical
10.6%
12.0%
Financial Services
4.0%
7.3%
Healthcare
4.9%
7.0%
Consumer Defensive
0.0%
5.1%
Industrials
1.4%
0.0%

The widest gap is Technology: MGK has 15.5 points more of it.

The figures side by side

MGKXLG
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported5550
Weight of the ten largest66.9%65.6%
Largest positionNVDA 13.3%NVDA 13.0%
Held alone37 positions, 25.2%32 positions, 28.8%
Covered by stock positions100%100%

Holdings they share

StockIn MGKIn XLGCounted
NVDANVIDIA Corp13.27%13.04%13.04%
AAPLApple Inc12.17%10.71%10.71%
GOOGLAlphabet Inc10.58%10.83%10.58%
MSFTMicrosoft Corp7.50%8.14%7.50%
AMZNAmazon.com Inc4.46%6.96%4.46%
AVGOBroadcom Inc4.27%4.83%4.27%
METAMeta Platforms Inc4.08%3.60%3.60%
TSLATesla Inc3.93%2.89%2.89%
LLYEli Lilly & Co3.40%1.99%1.99%
AMDAdvanced Micro Devices Inc3.19%1.55%1.55%

What each holds alone

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

Only in MGK

LRCXLam Research Corp1.92%
KLACKLA Corp1.48%
SNDKSandisk Corp1.28%
GEVGE Vernova Inc1.20%
AMATApplied Materials Inc1.13%
INTCIntel Corp1.10%
PANWPalo Alto Networks Inc1.10%
MRVLMarvell Technology Inc1.03%
APHAmphenol Corp0.89%
GLWCorning Inc0.89%

Only in XLG

BRK.ABerkshire Hathaway Inc.2.34%
JPMORGAN CHASE & CO.2.27%
EXXON MOBIL CORP.1.73%
WMTWalmart Inc.1.56%
JNJJohnson & Johnson1.49%
COSTCostco Wholesale Corp.1.21%
CATCaterpillar Inc.1.11%
ABBVAbbVie Inc.1.00%
CSCOCisco Systems, Inc.0.97%
CVXChevron Corp.0.97%

Questions people ask

Is MGK the same as XLG?

66.8% of their weight sits in the same 18 holdings. MGK also reports LRCX, KLAC, SNDK, which the other does not. XLG also reports BRK.A, JPMORGAN CHASE & CO., EXXON MOBIL CORP., which the other does not.

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

Which holds more, XLG or MGK?

MGK reports 55 stock positions and XLG reports 50. 25.2% of MGK's weight sits in names XLG does not hold, and 28.8% of XLG's weight in names MGK does not hold. The ten largest positions are 66.9% of MGK and 65.6% of XLG.

How do MGK and XLG differ by sector?

The widest gap is Technology: MGK has 15.5 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.

Other pairs with these funds

MGK against other funds in the table

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.