IVE vs XLV: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Health Care Select Sector SPDR ETF (XLV)
overlap by weight · 52 shared holdings
IVE: 439 holdings (as of 2026-03-31) · XLV: 61 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 XLV 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 XLV |
|---|---|---|---|
| Merck & Co., Inc | MRK | 1.11% | 5.27% |
| UnitedHealth Group Inc. | UNH | 0.91% | 6.68% |
| Johnson & Johnson | JNJ | 0.89% | 10.63% |
| AbbVie Inc. | ABBV | 0.77% | 7.53% |
| Thermo Fisher Scientific Inc | TMO | 0.68% | 3.32% |
| Abbott Laboratories | ABT | 0.66% | 2.8% |
| Pfizer Inc. | PFE | 0.59% | 2.36% |
| Bristol-Myers Squibb Company | BMY | 0.46% | 2.02% |
| Danaher Corporation | DHR | 0.44% | 2.1% |
| Vertex Pharmaceuticals Incorporated | VRTX | 0.42% | 2.15% |
FAQ
How much do IVE and XLV overlap?
IVE and XLV have a 12.2% overlap by weight, sharing 52 holdings (out of 439 in IVE and 61 in XLV), based on official issuer holdings as of 2026-03-31.
What does 12.2% overlap mean?
IVE and XLV hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVE and XLV both hold?
The largest shared positions are Merck & Co., Inc, UnitedHealth Group Inc., Johnson & Johnson, AbbVie Inc., Thermo Fisher Scientific Inc. The full list of top shared holdings with weights in each fund is shown on this page.