IVE vs SPY: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · SPDR S&P 500 ETF Trust (SPY)
overlap by weight · 429 shared holdings
IVE: 439 holdings (as of 2026-03-31) · SPY: 504 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.
Moderate overlap
What this means
IVE and SPY 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 SPY |
|---|---|---|---|
| Apple Inc. | AAPL | 6.9% | 7.16% |
| Amazon.com, Inc. | AMZN | 3.54% | 3.73% |
| Tesla Inc | TSLA | 1.47% | 1.76% |
| JPMorgan Chase & Co. | JPM | 0.94% | 1.39% |
| Johnson & Johnson | JNJ | 0.89% | 0.96% |
| Visa Inc | V | 0.85% | 0.89% |
| Intel Corporation | INTC | 0.77% | 0.82% |
| Walmart Inc | WMT | 2.02% | 0.76% |
| AbbVie Inc. | ABBV | 0.77% | 0.68% |
| Costco Wholesale Corporation | COST | 1.64% | 0.62% |
FAQ
How much do IVE and SPY overlap?
IVE and SPY have a 56.3% overlap by weight, sharing 429 holdings (out of 439 in IVE and 504 in SPY), based on official issuer holdings as of 2026-03-31.
What does 56.3% overlap mean?
IVE and SPY 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 SPY 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.