DVY vs IVE: how much do they overlap?
iShares Select Dividend ETF (DVY) · iShares S&P 500 Value ETF (IVE)
overlap by weight · 70 shared holdings
DVY: 100 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.
Low overlap
What this means
DVY and IVE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
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 DVY | in IVE |
|---|---|---|---|
| CHEVRON CORP | CVX | 1.38% | 1.44% |
| EXXON MOBIL CORP | XOM | 0.99% | 2.62% |
| MERCK & COMPANY INC | MRK | 0.87% | 1.11% |
| VERIZON COMMUNICATIONS INC | VZ | 1.85% | 0.78% |
| AT&T INC | T | 1.23% | 0.75% |
| NEXTERA ENERGY INC | NEE | 0.98% | 0.72% |
| COCA-COLA COMPANY (THE) | KO | 0.92% | 0.63% |
| PFIZER INC | PFE | 2.22% | 0.59% |
| MCDONALD'S CORP | MCD | 0.69% | 0.46% |
| LOCKHEED MARTIN CORP | LMT | 0.57% | 0.45% |
FAQ
How much do DVY and IVE overlap?
DVY and IVE have a 16.3% overlap by weight, sharing 70 holdings (out of 100 in DVY and 439 in IVE), based on official issuer holdings as of 2026-04-30.
What does 16.3% overlap mean?
DVY and IVE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DVY and IVE both hold?
The largest shared positions are CHEVRON CORP, EXXON MOBIL CORP, MERCK & COMPANY INC, VERIZON COMMUNICATIONS INC, AT&T INC. The full list of top shared holdings with weights in each fund is shown on this page.