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

MGV and SPYV share 52.2% of their weight across 112 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.

MGV and SPYV

52.2%

112 shared positions

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

SPYV

State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF

Reported positions cover 100% of the fund, 435 positions · Jun 30, 2026

Top 10: 23.8%·Holdings of SPYV

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

SPYV vs MGV side by side

MGVVANGUARD MEGA CAP VALUE INDEX FUND

119

stock positions reported to the SEC

14.9% of its weight is in 7 names SPYV does not hold

SPYVState Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF

435

stock positions reported to the SEC

47.0% of its weight is in 323 names MGV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
22.0%
23.3%
Financial Services
18.2%
13.1%
Healthcare
16.0%
12.7%
Consumer Cyclical
0.0%
12.2%
Consumer Defensive
9.6%
8.1%
Industrials
5.3%
0.0%

The widest gap is Consumer Cyclical: SPYV has 12.2 points more of it.

The figures side by side

MGVSPYV
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported119435
Weight of the ten largest29.3%23.8%
Largest positionMU 5.3%AAPL 7.3%
Held alone7 positions, 14.9%323 positions, 47.0%
Covered by stock positions100%100%

Holdings they share

StockIn MGVIn SPYVCounted
INTCIntel Corp2.20%2.27%2.20%
EXXON MOBIL CORP2.91%1.95%1.95%
WMTWalmart Inc2.44%1.71%1.71%
COSTCostco Wholesale Corp2.04%1.43%1.43%
UNHUnitedHealth Group Inc1.66%1.30%1.30%
BACBank of America Corp1.60%1.28%1.28%
HDHome Depot Inc/The1.52%1.21%1.21%
PGProcter & Gamble Co/The1.60%1.18%1.18%
MRKMerck & Co Inc1.41%1.09%1.09%
CVXChevron Corp1.66%1.07%1.07%

What each holds alone

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

Only in MGV

MUMicron Technology Inc5.26%
BRK.ABerkshire Hathaway Inc4.21%
CATCaterpillar Inc1.96%
AMATApplied Materials Inc1.72%
RTXRTX Corp1.16%
HCAHCA Healthcare Inc0.29%
NEMNewmont Corp0.29%

Only in SPYV

AAPLApple Inc7.32%
AMZNAmazon.com Inc3.78%
TSLATesla Inc1.55%
VVisa Inc0.88%
WDCWestern Digital Corp0.76%
MRVLMarvell Technology Inc0.48%
MAMastercard Inc0.47%
VRTXVertex Pharmaceuticals Inc0.43%
PANWPalo Alto Networks Inc0.42%
ORCLOracle Corp0.41%

Questions people ask

Is MGV the same as SPYV?

52.2% of their weight sits in the same 112 holdings. MGV also reports MU, BRK.A, CAT, which the other does not. SPYV also reports AAPL, AMZN, TSLA, which the other does not.

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

Which holds more, SPYV or MGV?

MGV reports 119 stock positions and SPYV reports 435. 14.9% of MGV's weight sits in names SPYV does not hold, and 47.0% of SPYV's weight in names MGV does not hold. The ten largest positions are 29.3% of MGV and 23.8% of SPYV.

How do MGV and SPYV differ by sector?

The widest gap is Consumer Cyclical: SPYV 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.

Other pairs with these funds

SPYV 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.