IVE — iShares S&P 500 Value ETF
439 holdings · BlackRock (iShares) · data as of 2026-03-31
Sector breakdown
Technology 16.5%
Financials 15.6%
Health Care 12.2%
Industrials 10.8%
Consumer Discretionary 10.3%
Consumer Staples 9.6%
Energy 5.6%
Utilities 4.8%
Materials 3.8%
Communication Services 3.6%
Real Estate 3.4%
Unclassified 3.5%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
IVE vs VTV 69.8% IVE vs IWD 66.9% IVE vs IVV 61.1% IVE vs VOO 61.1% IVE vs VYM 58.1% IVE vs SPY 56.3%
Tax-loss harvesting partners for IVE
Investors harvesting a loss in IVE often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with IVE | Reading |
|---|---|---|
| VTV Vanguard Value ETF | 69.8% | similar exposure, different basket |
| IWD iShares Russell 1000 Value ETF | 66.9% | similar exposure, different basket |
| IVV iShares Core S&P 500 ETF | 61.1% | looser substitute |
| VOO Vanguard S&P 500 ETF | 61.1% | looser substitute |
| VYM Vanguard High Dividend Yield ETF | 58.1% | looser substitute |