Compare · 2 funds side by side · dividends reinvested

MGV and IUSV

MGVVanguard×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,771MGV · best of the two

02 / 04

MGV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Value ETFUS Stock Styles · Value0.05%1.79%+23.1%+27.9%+23.1%+13.4%−6.4%10.2%$13.5B1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MGV 2007 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mega Cap Value ETF · $13.5B$18,771

MGV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 47.6% in common

MGVMeasureIUSV

+23.1%Year to dateJan 1 → Nov 4+16.1%

+27.9%1 yearTotal return+18.7%

+23.1%3 years · per year$10,000 became $18,648 · $17,194+19.8%

+13.4%5 years · per year$10,000 became $18,771 · $17,624+12.0%

0.05%Expense ratio$5 · $4 a year on $10k · lower is better0.04%

1.79%Trailing 12-mo yield$179 · $160 a year on $10k1.60%

−6.4%Worst dropSmaller is better−6.4%

10.2%VolatilityLower is calmer9.8%

MGVIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2MGV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MGV vs IUSV: Top 5 Holdings

Today

MGV

20.1%in top 5

IUSV

in top 516.6%

MGVStockIUSV

not top 5AAPL7.5%

5.9%MUnot top 5

4.3%JPMnot top 5

not top 5AMZN3.6%

3.5%BRK-Bnot top 5

3.3%XOM2.3%

3.1%JNJnot top 5

not top 5WMT1.7%

not top 5COST1.4%

Held in common47.6%

End-of-day Nov 4, 2026 · share of each fund

MGV vs IUSV Returns, Every Period

VanguardMGV

+13.4%

5 years, per year

IUSViShares

+12.0%

5 years, per year

MGVIUSVFaded: behind in that period

4–0MGV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MGV vs IUSV

YTD

VanguardMGV

+23.1%

IUSViShares

+16.1%

+23.1%Year to date+16.1%

−6.4%Worst drop · 1Y−6.4%

10.2%Volatility · 1Y9.8%

1.8%Yield1.6%

$13.5BAssets$28.4B

2–1MGV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MGV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

MGV0.05%$5

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MGV, IUSV

1.79%highest, MGV

FundTrailing yieldYield$10k

MGV1.79%$179

IUSV1.60%$160

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$174most kept, MGV

MGV$179 − $5 = $174

IUSV$160 − $4 = $156

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MGV, IUSV

Today

47.6%most shared, MGV and IUSV

MGVIUSV

MGV—47.6%

IUSV47.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.9%MGV, at 10.2% volatility

IUSVWorst drop−6.4%9.8% vol

MGVWorst drop−6.4%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MGVIUSV

+23.1%Year to date+16.1%

1.8%Yield1.6%

+27.9%Past year+18.7%

0.05%Fee0.04%

3–1MGV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026