IVE vs SDY: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · SPDR S&P Dividend ETF (SDY)
overlap by weight · 98 shared holdings
IVE: 439 holdings (as of 2026-03-31) · SDY: 156 holdings (as of 09-Jul-2026)
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
IVE and SDY 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 IVE | in SDY |
|---|---|---|---|
| CHEVRON CORP | CVX | 1.44% | 1.33% |
| The Procter & Gamble Co. | PG | 1.24% | 1.25% |
| Johnson & Johnson | JNJ | 0.89% | 1.01% |
| Pepsico Inc | PEP | 0.79% | 1.35% |
| Verizon Communications Inc. | VZ | 0.78% | 2.09% |
| AbbVie Inc. | ABBV | 0.77% | 1.6% |
| NextEra Energy Inc | NEE | 0.72% | 1.07% |
| Abbott Laboratories | ABT | 0.66% | 1.03% |
| Texas Instruments Inc. | TXN | 0.65% | 1.6% |
| Coca-Cola Co (The) | KO | 0.63% | 1.28% |
FAQ
How much do IVE and SDY overlap?
IVE and SDY have a 23.7% overlap by weight, sharing 98 holdings (out of 439 in IVE and 156 in SDY), based on official issuer holdings as of 2026-03-31.
What does 23.7% overlap mean?
IVE and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVE and SDY both hold?
The largest shared positions are CHEVRON CORP, The Procter & Gamble Co., Johnson & Johnson, Pepsico Inc, Verizon Communications Inc.. The full list of top shared holdings with weights in each fund is shown on this page.