IVE vs IWD: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · iShares Russell 1000 Value ETF (IWD)
overlap by weight · 391 shared holdings
IVE: 439 holdings (as of 2026-03-31) · IWD: 866 holdings (as of 2026-03-31)
Moderate overlap
What this means
IVE and IWD 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 IVE | in IWD |
|---|---|---|---|
| Exxon Mobil Corp. | XOM | 2.62% | 2.36% |
| Amazon.com, Inc. | AMZN | 3.54% | 1.81% |
| Walmart Inc | WMT | 2.02% | 1.6% |
| CHEVRON CORP | CVX | 1.44% | 1.28% |
| The Procter & Gamble Co. | PG | 1.24% | 1.12% |
| Merck & Co., Inc | MRK | 1.11% | 0.98% |
| Bank of America Corp. | BAC | 1.2% | 0.97% |
| JPMorgan Chase & Co. | JPM | 0.94% | 2.63% |
| Johnson & Johnson | JNJ | 0.89% | 1.94% |
| Wells Fargo & Co. | WFC | 0.91% | 0.81% |
FAQ
How much do IVE and IWD overlap?
IVE and IWD have a 66.9% overlap by weight, sharing 391 holdings (out of 439 in IVE and 866 in IWD), based on official issuer holdings as of 2026-03-31.
What does 66.9% overlap mean?
IVE and IWD 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 IVE and IWD both hold?
The largest shared positions are Exxon Mobil Corp., Amazon.com, Inc., Walmart Inc, CHEVRON CORP, The Procter & Gamble Co.. The full list of top shared holdings with weights in each fund is shown on this page.