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

IUSV and VTV share 59.5% of their weight across 272 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 VTV

59.5%

272 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

VTV

VANGUARD VALUE INDEX FUND

Reported positions cover 100% of the fund, 305 positions · Jun 30, 2026

Top 10: 24.1%·Holdings of VTV

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

VTV vs IUSV side by side

IUSViShares Core S&P U.S. Value ETF

716

stock positions reported to the SEC

37.6% of its weight is in 444 names VTV does not hold

VTVVANGUARD VALUE INDEX FUND

305

stock positions reported to the SEC

21.0% of its weight is in 33 names IUSV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
23.3%
18.7%
Financial Services
14.5%
18.2%
Healthcare
12.4%
15.8%
Consumer Cyclical
13.3%
0.0%
Consumer Defensive
7.8%
7.1%
Industrials
0.0%
6.5%

The widest gap is Consumer Cyclical: IUSV has 13.3 points more of it.

The figures side by side

IUSVVTV
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported716305
Weight of the ten largest22.4%24.1%
Largest positionAAPL 6.9%MU 4.9%
Held alone444 positions, 37.6%33 positions, 21.0%
Covered by stock positions100%100%

Holdings they share

StockIn IUSVIn VTVCounted
WMTWALMART INC1.61%1.86%1.61%
UNHUNITEDHEALTH GROUP INC1.23%1.41%1.23%
BACBANK OF AMERICA CORP1.21%1.36%1.21%
HDHOME DEPOT INC (THE)1.14%1.32%1.14%
PGPROCTER & GAMBLE COMPANY (THE)1.11%1.28%1.11%
INTCINTEL CORP2.14%1.05%1.05%
MRKMERCK & COMPANY INC1.03%1.19%1.03%
CVXCHEVRON CORP1.01%1.17%1.01%
WFCWELLS FARGO & COMPANY0.82%0.95%0.82%
JNJJOHNSON & JOHNSON0.81%2.29%0.81%

What each holds alone

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

Only in IUSV

AAPLAPPLE INC6.90%
AMZNAMAZON.COM INC3.56%
XOMEXXONMOBIL HOLDINGS CORP1.84%
TSLATESLA INC1.46%
COSTCOSTCO WHOLESALE CORP1.35%
JPMJP MORGAN CHASE & COMPANY0.91%
VVISA INC0.83%
WDCWESTERN DIGITAL CORP0.72%
GEGE AEROSPACE0.61%
MRVLMARVELL TECHNOLOGY INC0.45%

Only in VTV

MUMicron Technology Inc4.87%
BRK.ABerkshire Hathaway Inc3.47%
JPMORGAN CHASE & CO3.06%
EXXON MOBIL CORP2.12%
CATCaterpillar Inc1.83%
RTXRTX Corp0.96%
GENERAL ELECTRIC CO0.73%
LOWE'S COS INC0.46%
NEMNewmont Corp0.37%
WILLIAMS COS INC/THE0.34%

Questions people ask

Is IUSV the same as VTV?

59.5% of their weight sits in the same 272 holdings. IUSV also reports AAPL, AMZN, XOM, which the other does not. VTV also reports MU, BRK.A, JPMORGAN CHASE & CO, which the other does not.

How is the overlap between IUSV and VTV 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 VTV, so the number cannot exceed the smaller coverage.

Which holds more, VTV or IUSV?

IUSV reports 716 stock positions and VTV reports 305. 37.6% of IUSV's weight sits in names VTV does not hold, and 21.0% of VTV's weight in names IUSV does not hold. The ten largest positions are 22.4% of IUSV and 24.1% of VTV.

How do IUSV and VTV differ by sector?

The widest gap is Consumer Cyclical: IUSV has 13.3 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

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.