IVE vs VIG: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Vanguard Dividend Appreciation ETF (VIG)
overlap by weight · 160 shared holdings
IVE: 439 holdings (as of 2026-03-31) · VIG: 332 holdings (as of 2026-04-30)
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 VIG 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 VIG |
|---|---|---|---|
| Apple Inc. | AAPL | 6.9% | 4.07% |
| Exxon Mobil Corp. | XOM | 2.62% | 2.9% |
| Walmart Inc | WMT | 2.02% | 2.6% |
| Costco Wholesale Corporation | COST | 1.64% | 2.03% |
| The Procter & Gamble Co. | PG | 1.24% | 1.54% |
| Home Depot Inc. | HD | 1.21% | 1.47% |
| Bank of America Corp. | BAC | 1.2% | 1.57% |
| Merck & Co., Inc | MRK | 1.11% | 1.22% |
| JPMorgan Chase & Co. | JPM | 0.94% | 3.59% |
| UnitedHealth Group Inc. | UNH | 0.91% | 1.51% |
FAQ
How much do IVE and VIG overlap?
IVE and VIG have a 50% overlap by weight, sharing 160 holdings (out of 439 in IVE and 332 in VIG), based on official issuer holdings as of 2026-03-31.
What does 50% overlap mean?
IVE and VIG 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 VIG both hold?
The largest shared positions are Apple Inc., Exxon Mobil Corp., Walmart Inc, Costco Wholesale Corporation, The Procter & Gamble Co.. The full list of top shared holdings with weights in each fund is shown on this page.