IVE vs XLY: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Consumer Discretionary Select Sector SPDR ETF (XLY)
overlap by weight · 34 shared holdings
IVE: 439 holdings (as of 2026-03-31) · XLY: 47 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 XLY 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 XLY |
|---|---|---|---|
| Amazon.com, Inc. | AMZN | 3.54% | 23.12% |
| Tesla Inc | TSLA | 1.47% | 19.05% |
| Home Depot Inc. | HD | 1.21% | 5.62% |
| Lowes Companies, Inc. | LOW | 0.49% | 2.98% |
| McDonald's Corp. | MCD | 0.46% | 4.26% |
| Starbucks Corp. | SBUX | 0.38% | 3.03% |
| The TJX Companies Inc. | TJX | 0.29% | 3.92% |
| General Motors Company | GM | 0.25% | 1.73% |
| Nike, Inc. | NKE | 0.23% | 1.28% |
| Ford Motor Company | F | 0.17% | 1.33% |
FAQ
How much do IVE and XLY overlap?
IVE and XLY have a 10.3% overlap by weight, sharing 34 holdings (out of 439 in IVE and 47 in XLY), based on official issuer holdings as of 2026-03-31.
What does 10.3% overlap mean?
IVE and XLY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVE and XLY both hold?
The largest shared positions are Amazon.com, Inc., Tesla Inc, Home Depot Inc., Lowes Companies, Inc., McDonald's Corp.. The full list of top shared holdings with weights in each fund is shown on this page.