IVE vs IVW: how much do they overlap?

iShares S&P 500 Value ETF (IVE) · iShares S&P 500 Growth ETF (IVW)

25.1%

overlap by weight · 79 shared holdings

IVE: 439 holdings (as of 2026-03-31) · IVW: 143 holdings (as of 2026-03-31)

Low overlap

What this means

IVE and IVW 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

CompanyTickerin IVEin IVW
Apple Inc. AAPL 6.9% 6.43%
Amazon.com, Inc. AMZN 3.54% 3.72%
Tesla Inc TSLA 1.47% 2.24%
JPMorgan Chase & Co. JPM 0.94% 1.86%
Johnson & Johnson JNJ 0.89% 1.2%
Visa Inc V 0.85% 0.96%
AbbVie Inc. ABBV 0.77% 0.61%
Cisco Systems, Inc. CSCO 0.53% 0.56%
GE Aerospace GE 0.53% 0.53%
MasterCard Incorporated MA 0.5% 0.94%

FAQ

How much do IVE and IVW overlap?

IVE and IVW have a 25.1% overlap by weight, sharing 79 holdings (out of 439 in IVE and 143 in IVW), based on official issuer holdings as of 2026-03-31.

What does 25.1% overlap mean?

IVE and IVW hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do IVE and IVW both hold?

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

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