IVE vs XLI: how much do they overlap?

iShares S&P 500 Value ETF (IVE) · Industrial Select Sector SPDR ETF (XLI)

10.8%

overlap by weight · 67 shared holdings

IVE: 439 holdings (as of 2026-03-31) · XLI: 82 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 XLI 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 XLI
Union Pacific Corporation UNP 0.53% 3.01%
GE Aerospace GE 0.53% 6.66%
Deere & Company DE 0.53% 2.65%
Eaton Corporation PLC ETN 0.51% 2.8%
Lockheed Martin Corporation LMT 0.45% 1.87%
Northrop Grumman Corporation NOC 0.34% 1.26%
Boeing Co. BA 0.32% 3.13%
Waste Management, Inc. WM 0.32% 1.52%
Automatic Data Processing, Inc. ADP 0.3% 1.71%
FedEx Corporation FDX 0.28% 1.21%

FAQ

How much do IVE and XLI overlap?

IVE and XLI have a 10.8% overlap by weight, sharing 67 holdings (out of 439 in IVE and 82 in XLI), based on official issuer holdings as of 2026-03-31.

What does 10.8% overlap mean?

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

Which stocks do IVE and XLI both hold?

The largest shared positions are Union Pacific Corporation, GE Aerospace, Deere & Company, Eaton Corporation PLC, Lockheed Martin Corporation. The full list of top shared holdings with weights in each fund is shown on this page.

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