IUSV vs SPYV overlap - what they share and where they differ

IUSV and SPYV share 88.9% of their weight across 422 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IUSV and SPYV

88.9%

422 shared positions

IUSV

iShares Core S&P U.S. Value ETF

Reported positions cover 100% of the fund, 716 positions · Jun 30, 2026

Top 10: 22.4%·Holdings of IUSV

SPYV

State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF

Reported positions cover 100% of the fund, 435 positions · Jun 30, 2026

Top 10: 23.8%·Holdings of SPYV

Reported positions cover IUSV 100%, SPYV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPYV vs IUSV side by side

IUSViShares Core S&P U.S. Value ETF

716

stock positions reported to the SEC

10.8% of its weight is in 294 names SPYV does not hold

SPYVState Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF

435

stock positions reported to the SEC

5.5% of its weight is in 13 names IUSV does not hold

Where each fund's weight sits

IUSV
SPYV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
23.3%
23.3%
Financial Services
14.5%
13.1%
Consumer Cyclical
13.3%
12.2%
Healthcare
12.4%
12.7%
Consumer Defensive
7.8%
8.1%

The widest gap is Financial Services: IUSV has 1.4 points more of it.

The figures side by side

IUSVSPYV
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported716435
Weight of the ten largest22.4%23.8%
Largest positionAAPL 6.9%AAPL 7.3%
Held alone294 positions, 10.8%13 positions, 5.5%
Covered by stock positions100%100%

Holdings they share

StockIn IUSVIn SPYVCounted
AAPLAPPLE INC6.90%7.32%6.90%
AMZNAMAZON.COM INC3.56%3.78%3.56%
INTCINTEL CORP2.14%2.27%2.14%
WMTWALMART INC1.61%1.71%1.61%
TSLATESLA INC1.46%1.55%1.46%
COSTCOSTCO WHOLESALE CORP1.35%1.43%1.35%
UNHUNITEDHEALTH GROUP INC1.23%1.30%1.23%
BACBANK OF AMERICA CORP1.21%1.28%1.21%
HDHOME DEPOT INC (THE)1.14%1.21%1.14%
PGPROCTER & GAMBLE COMPANY (THE)1.11%1.18%1.11%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IUSV

XOMEXXONMOBIL HOLDINGS CORP1.84%
JPMJP MORGAN CHASE & COMPANY0.91%
GEGE AEROSPACE0.61%
LOWLOWE'S COMPANIES INC0.40%
WMBWILLIAMS COMPANIES INC (THE)0.29%
TJXTJX COMPANIES INC (THE)0.24%
TRVTRAVELERS COMPANIES INC (THE)0.23%
GWWW.W. GRAINGER INC0.19%
DHID.R. HORTON INC0.14%
IRON MOUNTAIN INC (REIT)0.12%

Only in SPYV

EXXON MOBIL CORP1.95%
JPMORGAN CHASE & CO0.97%
GENERAL ELECTRIC CO0.65%
LOWE'S COS INC0.43%
WILLIAMS COS INC/THE0.31%
TJX COS INC/THE0.26%
TRAVELERS COS INC/THE0.24%
WW GRAINGER INC0.20%
DR HORTON INC0.15%
IRMIron Mountain Inc0.13%

Questions people ask

Is IUSV the same as SPYV?

88.9% of their weight sits in the same 422 holdings. IUSV also reports XOM, JPM, GE, which the other does not. SPYV also reports EXXON MOBIL CORP, JPMORGAN CHASE & CO, GENERAL ELECTRIC CO, which the other does not.

How is the overlap between IUSV and SPYV measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IUSV and 100% of SPYV, so the number cannot exceed the smaller coverage.

Which holds more, SPYV or IUSV?

IUSV reports 716 stock positions and SPYV reports 435. 10.8% of IUSV's weight sits in names SPYV does not hold, and 5.5% of SPYV's weight in names IUSV does not hold. The ten largest positions are 22.4% of IUSV and 23.8% of SPYV.

How do IUSV and SPYV differ by sector?

The widest gap is Financial Services: IUSV has 1.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

IUSV against other funds in the table

SPYV against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.