IVE vs XLU: how much do they overlap?

iShares S&P 500 Value ETF (IVE) · Utilities Select Sector SPDR ETF (XLU)

4.8%

overlap by weight · 30 shared holdings

IVE: 439 holdings (as of 2026-03-31) · XLU: 32 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 XLU 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 XLU
NextEra Energy Inc NEE 0.72% 12.85%
Southern Co. SO 0.39% 7.59%
Duke Energy Corp DUK 0.38% 6.91%
American Electric Power Co, Inc. AEP 0.26% 5.15%
Sempra SRE 0.23% 4.38%
Dominion Energy Inc D 0.2% 4.32%
Entergy Corporation ETR 0.19% 3.69%
Exelon Corp. EXC 0.19% 3.36%
Xcel Energy Inc XEL 0.17% 3.49%
Consolidated Edison, Inc. ED 0.15% 2.88%

FAQ

How much do IVE and XLU overlap?

IVE and XLU have a 4.8% overlap by weight, sharing 30 holdings (out of 439 in IVE and 32 in XLU), based on official issuer holdings as of 2026-03-31.

What does 4.8% overlap mean?

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

Which stocks do IVE and XLU both hold?

The largest shared positions are NextEra Energy Inc, Southern Co., Duke Energy Corp, American Electric Power Co, Inc., Sempra. The full list of top shared holdings with weights in each fund is shown on this page.

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