IVE vs VTV: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Vanguard Value ETF (VTV)
overlap by weight · 286 shared holdings
IVE: 439 holdings (as of 2026-03-31) · VTV: 311 holdings (as of 2026-03-31)
Moderate overlap
What this means
IVE and VTV 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 VTV |
|---|---|---|---|
| Exxon Mobil Corp. | XOM | 2.62% | 2.9% |
| Walmart Inc | WMT | 2.02% | 2.23% |
| CHEVRON CORP | CVX | 1.44% | 1.61% |
| The Procter & Gamble Co. | PG | 1.24% | 1.38% |
| Home Depot Inc. | HD | 1.21% | 1.34% |
| Bank of America Corp. | BAC | 1.2% | 1.23% |
| Merck & Co., Inc | MRK | 1.11% | 1.22% |
| JPMorgan Chase & Co. | JPM | 0.94% | 3.03% |
| Wells Fargo & Co. | WFC | 0.91% | 1.01% |
| UnitedHealth Group Inc. | UNH | 0.91% | 1% |
FAQ
How much do IVE and VTV overlap?
IVE and VTV have a 69.8% overlap by weight, sharing 286 holdings (out of 439 in IVE and 311 in VTV), based on official issuer holdings as of 2026-03-31.
What does 69.8% overlap mean?
IVE and VTV 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 VTV both hold?
The largest shared positions are Exxon Mobil Corp., Walmart Inc, CHEVRON CORP, The Procter & Gamble Co., Home Depot Inc.. The full list of top shared holdings with weights in each fund is shown on this page.