IVE vs SPYD: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
overlap by weight · 77 shared holdings
IVE: 439 holdings (as of 2026-03-31) · SPYD: 79 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 SPYD 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 SPYD |
|---|---|---|---|
| CHEVRON CORP | CVX | 1.44% | 1.24% |
| Pepsico Inc | PEP | 0.79% | 1.12% |
| Verizon Communications Inc. | VZ | 0.78% | 1.26% |
| AT&T Inc | T | 0.75% | 1.05% |
| Pfizer Inc. | PFE | 0.59% | 1.12% |
| Bristol-Myers Squibb Company | BMY | 0.46% | 1.27% |
| Altria Group, Inc. | MO | 0.41% | 1.4% |
| Comcast Corporation | CMCSA | 0.38% | 0.96% |
| Duke Energy Corp | DUK | 0.38% | 1.25% |
| CVS Health Corp | CVS | 0.34% | 1.5% |
FAQ
How much do IVE and SPYD overlap?
IVE and SPYD have a 13.1% overlap by weight, sharing 77 holdings (out of 439 in IVE and 79 in SPYD), based on official issuer holdings as of 2026-03-31.
What does 13.1% overlap mean?
IVE and SPYD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVE and SPYD both hold?
The largest shared positions are CHEVRON CORP, Pepsico Inc, Verizon Communications Inc., AT&T Inc, Pfizer Inc.. The full list of top shared holdings with weights in each fund is shown on this page.