HDV vs IVE: how much do they overlap?
iShares Core High Dividend ETF (HDV) · iShares S&P 500 Value ETF (IVE)
overlap by weight · 53 shared holdings
HDV: 74 holdings (as of 2026-01-31) · 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
HDV 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 HDV | in IVE |
|---|---|---|---|
| Exxon Mobil Corp | XOM | 10.26% | 2.62% |
| Chevron Corp | CVX | 7.36% | 1.44% |
| Procter & Gamble Co/The | PG | 5.25% | 1.24% |
| Home Depot Inc/The | HD | 4.75% | 1.21% |
| Johnson & Johnson | JNJ | 6.84% | 0.89% |
| PepsiCo Inc | PEP | 3.98% | 0.79% |
| AbbVie Inc | ABBV | 5.61% | 0.77% |
| Texas Instruments Inc | TXN | 2.98% | 0.65% |
| Coca-Cola Co/The | KO | 4.12% | 0.63% |
| ConocoPhillips | COP | 2.26% | 0.6% |
FAQ
How much do HDV and IVE overlap?
HDV and IVE have a 19.4% overlap by weight, sharing 53 holdings (out of 74 in HDV and 439 in IVE), based on official issuer holdings as of 2026-01-31.
What does 19.4% overlap mean?
HDV and IVE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do HDV and IVE both hold?
The largest shared positions are Exxon Mobil Corp, Chevron Corp, Procter & Gamble Co/The, Home Depot Inc/The, Johnson & Johnson. The full list of top shared holdings with weights in each fund is shown on this page.