IVE vs XLF: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Financial Select Sector SPDR ETF (XLF)
overlap by weight · 73 shared holdings
IVE: 439 holdings (as of 2026-03-31) · XLF: 77 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 XLF 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 XLF |
|---|---|---|---|
| Bank of America Corp. | BAC | 1.2% | 4.93% |
| JPMorgan Chase & Co. | JPM | 0.94% | 11.45% |
| Wells Fargo & Co. | WFC | 0.91% | 3.39% |
| Visa Inc | V | 0.85% | 7.36% |
| Citigroup Inc. | C | 0.73% | 3.03% |
| The Charles Schwab Corporation | SCHW | 0.58% | 2.12% |
| Blackrock Inc. | BLK | 0.51% | 1.87% |
| MasterCard Incorporated | MA | 0.5% | 5.38% |
| Chubb Ltd. Switzerland | CB | 0.44% | 1.6% |
| Capital One Financial Corp. | COF | 0.42% | 1.59% |
FAQ
How much do IVE and XLF overlap?
IVE and XLF have a 15.6% overlap by weight, sharing 73 holdings (out of 439 in IVE and 77 in XLF), based on official issuer holdings as of 2026-03-31.
What does 15.6% overlap mean?
IVE and XLF hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVE and XLF both hold?
The largest shared positions are Bank of America Corp., JPMorgan Chase & Co., Wells Fargo & Co., Visa Inc, Citigroup Inc.. The full list of top shared holdings with weights in each fund is shown on this page.