- This article compares the Vanguard Mega Cap Value ETF with the iShares MSCI USA Value Factor ETF. Both are low-cost choices with similar performance track records worth considering.
- I wanted to look under the hood of each ETF to understand the differences. I found that although performance was about the same, each took a substantially different path.
- MGV is a low-beta, high-quality portfolio bolstered by Berkshire Hathaway and 22 Health Care stocks. In contrast, VLUE is a deep-value fund with high exposure to tech stocks.
- While both strategies have merit, I think MGV is more likely to outperform. Its current constituents are highly profitable, should protect you more in a downturn, and have a history of performing better.
For further details see:
MGV And VLUE: 2 Large-Cap Value ETFs, But Only One Is A Buy