IVE vs VUG: how much do they overlap?

iShares S&P 500 Value ETF (IVE) · Vanguard Growth ETF (VUG)

25.4%

overlap by weight · 76 shared holdings

IVE: 439 holdings (as of 2026-03-31) · VUG: 153 holdings (as of 2026-03-31)

Low overlap

What this means

IVE and VUG 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

CompanyTickerin IVEin VUG
Apple Inc. AAPL 6.9% 12.32%
Amazon.com, Inc. AMZN 3.54% 4.59%
Costco Wholesale Corporation COST 1.64% 1.48%
Tesla Inc TSLA 1.47% 3.47%
Visa Inc V 0.85% 1.65%
MasterCard Incorporated MA 0.5% 1.33%
GE Aerospace GE 0.53% 0.48%
McDonald's Corp. MCD 0.46% 0.75%
Oracle Corp. ORCL 0.44% 0.85%
Vertex Pharmaceuticals Incorporated VRTX 0.42% 0.39%

FAQ

How much do IVE and VUG overlap?

IVE and VUG have a 25.4% overlap by weight, sharing 76 holdings (out of 439 in IVE and 153 in VUG), based on official issuer holdings as of 2026-03-31.

What does 25.4% overlap mean?

IVE and VUG hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do IVE and VUG both hold?

The largest shared positions are Apple Inc., Amazon.com, Inc., Costco Wholesale Corporation, Tesla Inc, Visa Inc. The full list of top shared holdings with weights in each fund is shown on this page.

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