IVV vs SDY: how much do they overlap?
iShares Core S&P 500 ETF (IVV) · SPDR S&P Dividend ETF (SDY)
overlap by weight · 100 shared holdings
IVV: 503 holdings (as of 2026-03-31) · SDY: 156 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
IVV and SDY 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 IVV | in SDY |
|---|---|---|---|
| Johnson & Johnson | JNJ | 1.05% | 1.01% |
| Chevron Corp. | CVX | 0.69% | 1.33% |
| AbbVie, Inc. | ABBV | 0.69% | 1.6% |
| Procter & Gamble Co. (The) | PG | 0.6% | 1.25% |
| Coca-Cola Co. (The) | KO | 0.53% | 1.28% |
| Caterpillar, Inc. | CAT | 0.59% | 0.41% |
| Linde plc | LIN | 0.41% | 0.57% |
| International Business Machines Corp. | IBM | 0.4% | 1.32% |
| McDonald's Corp. | MCD | 0.4% | 0.91% |
| PepsiCo, Inc. | PEP | 0.38% | 1.35% |
FAQ
How much do IVV and SDY overlap?
IVV and SDY have a 14.5% overlap by weight, sharing 100 holdings (out of 503 in IVV and 156 in SDY), based on official issuer holdings as of 2026-03-31.
What does 14.5% overlap mean?
IVV and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVV and SDY both hold?
The largest shared positions are Johnson & Johnson, Chevron Corp., AbbVie, Inc., Procter & Gamble Co. (The), Coca-Cola Co. (The). The full list of top shared holdings with weights in each fund is shown on this page.