DGRO vs IVE: how much do they overlap?
iShares Core Dividend Growth ETF (DGRO) · iShares S&P 500 Value ETF (IVE)
overlap by weight · 210 shared holdings
DGRO: 394 holdings (as of 2026-04-30) · IVE: 439 holdings (as of 2026-03-31)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
DGRO and IVE share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in DGRO | in IVE |
|---|---|---|---|
| APPLE INC | AAPL | 2.93% | 6.9% |
| EXXON MOBIL CORP | XOM | 2.9% | 2.62% |
| PROCTER & GAMBLE COMPANY (THE) | PG | 2.07% | 1.24% |
| HOME DEPOT INC (THE) | HD | 1.89% | 1.21% |
| BANK OF AMERICA CORP | BAC | 1.83% | 1.2% |
| MERCK & COMPANY INC | MRK | 1.75% | 1.11% |
| WALMART INC | WMT | 0.95% | 2.02% |
| JP MORGAN CHASE & COMPANY | JPM | 3.04% | 0.94% |
| WELLS FARGO & COMPANY | WFC | 1.29% | 0.91% |
| UNITEDHEALTH GROUP INC | UNH | 2.31% | 0.91% |
FAQ
How much do DGRO and IVE overlap?
DGRO and IVE have a 51.2% overlap by weight, sharing 210 holdings (out of 394 in DGRO and 439 in IVE), based on official issuer holdings as of 2026-04-30.
What does 51.2% overlap mean?
DGRO and IVE share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do DGRO and IVE both hold?
The largest shared positions are APPLE INC, EXXON MOBIL CORP, PROCTER & GAMBLE COMPANY (THE), HOME DEPOT INC (THE), BANK OF AMERICA CORP. The full list of top shared holdings with weights in each fund is shown on this page.