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

MGV and VYM share 60.5% of their weight across 88 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 VYM

60.5%

88 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

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND

Reported positions cover 100% of the fund, 589 positions · Apr 30, 2026

Top 10: 25.6%·Holdings of VYM

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

VYM vs MGV side by side

MGVVANGUARD MEGA CAP VALUE INDEX FUND

119

stock positions reported to the SEC

29.9% of its weight is in 31 names VYM does not hold

VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND

589

stock positions reported to the SEC

37.3% of its weight is in 501 names MGV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
22.0%
22.0%
Financial Services
18.2%
15.3%
Healthcare
16.0%
12.6%
Consumer Defensive
9.6%
0.0%
Consumer Cyclical
0.0%
8.2%
Industrials
5.3%
6.4%

The widest gap is Consumer Defensive: MGV has 9.6 points more of it.

The figures side by side

MGVVYM
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported119589
Weight of the ten largest29.3%25.6%
Largest positionMU 5.3%AVGO 8.0%
Held alone31 positions, 29.9%501 positions, 37.3%
Covered by stock positions100%100%

Holdings they share

StockIn MGVIn VYMCounted
JPMORGAN CHASE & CO3.64%3.34%3.34%
EXXON MOBIL CORP2.91%2.72%2.72%
JNJJohnson & Johnson2.61%2.30%2.30%
CATCaterpillar Inc1.96%1.72%1.72%
ABBVAbbVie Inc1.85%1.56%1.56%
CSCOCisco Systems Inc2.06%1.52%1.52%
CVXChevron Corp1.66%1.51%1.51%
BACBank of America Corp1.60%1.44%1.44%
PGProcter & Gamble Co/The1.60%1.44%1.44%
UNHUnitedHealth Group Inc1.66%1.40%1.40%

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%
WMTWalmart Inc2.44%
INTCIntel Corp2.20%
COSTCostco Wholesale Corp2.04%
AMATApplied Materials Inc1.72%
GENERAL ELECTRIC CO1.55%
TMOThermo Fisher Scientific Inc0.88%
AXPAmerican Express Co0.73%
SCHWCharles Schwab Corp/The0.70%

Only in VYM

AVGOBroadcom Inc8.03%
ORCLOracle Corp1.13%
CMICummins Inc0.38%
SLBSLB Ltd0.36%
CRHCRH PLC0.33%
VLOValero Energy Corp0.32%
MPCMarathon Petroleum Corp0.31%
NXPINXP Semiconductors NV0.31%
PSXPhillips 660.30%
BKRBaker Hughes Co0.29%

Questions people ask

Is MGV the same as VYM?

60.5% of their weight sits in the same 88 holdings. MGV also reports MU, BRK.A, WMT, which the other does not. VYM also reports AVGO, ORCL, CMI, which the other does not.

How is the overlap between MGV and VYM 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 VYM, so the number cannot exceed the smaller coverage.

Which holds more, VYM or MGV?

MGV reports 119 stock positions and VYM reports 589. 29.9% of MGV's weight sits in names VYM does not hold, and 37.3% of VYM's weight in names MGV does not hold. The ten largest positions are 29.3% of MGV and 25.6% of VYM.

How do MGV and VYM differ by sector?

The widest gap is Consumer Defensive: MGV has 9.6 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.