ITOT vs IVE: how much do they overlap?

iShares Core S&P Total U.S. Stock Market ETF (ITOT) · iShares S&P 500 Value ETF (IVE)

55.1%

overlap by weight · 439 shared holdings

ITOT: 2470 holdings (as of 2026-03-31) · IVE: 439 holdings (as of 2026-03-31)

Moderate overlap

What this means

ITOT 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

CompanyTickerin ITOTin IVE
Apple, Inc. AAPL 5.88% 6.9%
Amazon.com, Inc. AMZN 3.21% 3.54%
Tesla, Inc. TSLA 1.65% 1.47%
Exxon Mobil Corp. XOM 1.12% 2.62%
JPMorgan Chase & Co. JPM 1.25% 0.94%
Johnson & Johnson JNJ 0.93% 0.89%
Walmart, Inc. WMT 0.86% 2.02%
Visa, Inc. V 0.8% 0.85%
Costco Wholesale Corp. COST 0.7% 1.64%
Chevron Corp. CVX 0.61% 1.44%

FAQ

How much do ITOT and IVE overlap?

ITOT and IVE have a 55.1% overlap by weight, sharing 439 holdings (out of 2470 in ITOT and 439 in IVE), based on official issuer holdings as of 2026-03-31.

What does 55.1% overlap mean?

ITOT 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 ITOT and IVE both hold?

The largest shared positions are Apple, Inc., Amazon.com, Inc., Tesla, Inc., Exxon Mobil Corp., JPMorgan Chase & Co.. The full list of top shared holdings with weights in each fund is shown on this page.

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