IVE vs RSP overlap - what they share and where they differ

IVE and RSP share 50.1% of their weight across 413 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.

IVE and RSP

50.1%

413 shared positions

IVE

iShares S&P 500 Value ETF

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

Top 10: 23.8%·Holdings of IVE

RSP

Invesco S&P 500 Equal Weight ETF

Reported positions cover 100% of the fund, 500 positions · Apr 30, 2026

Top 10: 3.2%·Holdings of RSP

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

RSP vs IVE side by side

IVEiShares S&P 500 Value ETF

435

stock positions reported to the SEC

7.3% of its weight is in 22 names RSP does not hold

RSPInvesco S&P 500 Equal Weight ETF

500

stock positions reported to the SEC

17.9% of its weight is in 87 names IVE does not hold

Where each fund's weight sits

IVE
RSP
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
24.0%
22.5%
Financial Services
14.3%
12.9%
Consumer Cyclical
13.2%
10.3%
Healthcare
12.7%
12.5%
Industrials
0.0%
8.4%
Consumer Defensive
8.1%
0.0%

The widest gap is Industrials: RSP has 8.4 points more of it.

The figures side by side

IVERSP
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported435500
Weight of the ten largest23.8%3.2%
Largest positionAAPL 7.3%INTC 0.4%
Held alone22 positions, 7.3%87 positions, 17.9%
Covered by stock positions100%100%

Holdings they share

StockIn IVEIn RSPCounted
INTCINTEL CORP2.27%0.38%0.38%
WDCWESTERN DIGITAL CORP0.76%0.31%0.31%
DELLDELL TECHNOLOGIES INC0.43%0.27%0.27%
STXSEAGATE TECHNOLOGY HOLDINGS PLC0.27%0.34%0.27%
TXNTEXAS INSTRUMENTS INC0.93%0.27%0.27%
QCOMQUALCOMM INC0.67%0.26%0.26%
ELVELEVANCE HEALTH INC0.29%0.25%0.25%
UNHUNITEDHEALTH GROUP INC1.30%0.25%0.25%
ADIANALOG DEVICES INC0.67%0.24%0.24%
AMZNAMAZON.COM INC3.78%0.24%0.24%

What each holds alone

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

Only in IVE

XOMEXXONMOBIL HOLDINGS CORP1.95%
JPMJP MORGAN CHASE & COMPANY0.97%
GEGE AEROSPACE0.64%
EATON CORP PLC0.57%
MRVLMARVELL TECHNOLOGY INC0.48%
LOWLOWE'S COMPANIES INC0.43%
US BANCORP0.32%
WMBWILLIAMS COMPANIES INC (THE)0.31%
TJXTJX COMPANIES INC (THE)0.26%
HONAHONEYWELL AEROSPACE INC0.24%

Only in RSP

AMDAdvanced Micro Devices, Inc.0.33%
SNDKSandisk Corp.0.32%
CIENCiena Corp.0.30%
MPWRMonolithic Power Systems, Inc.0.29%
LITELumentum Holdings Inc.0.26%
FIXComfort Systems USA, Inc.0.25%
GEVGE Vernova Inc.0.25%
PWRQuanta Services, Inc.0.25%
ANETArista Networks, Inc.0.24%
CATCaterpillar Inc.0.24%

Questions people ask

Is IVE the same as RSP?

50.1% of their weight sits in the same 413 holdings. IVE also reports XOM, JPM, GE, which the other does not. RSP also reports AMD, SNDK, CIEN, which the other does not.

How is the overlap between IVE and RSP 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 IVE and 100% of RSP, so the number cannot exceed the smaller coverage.

Which holds more, RSP or IVE?

IVE reports 435 stock positions and RSP reports 500. 7.3% of IVE's weight sits in names RSP does not hold, and 17.9% of RSP's weight in names IVE does not hold. The ten largest positions are 23.8% of IVE and 3.2% of RSP.

How do IVE and RSP differ by sector?

The widest gap is Industrials: RSP has 8.4 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

IVE 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.