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

IVE and VLUE share 24.6% of their weight across 118 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 VLUE

24.6%

118 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

VLUE

iShares MSCI USA Value Factor ETF

Reported positions cover 100% of the fund, 147 positions · Apr 30, 2026

Top 10: 43.5%·Holdings of VLUE

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

VLUE vs IVE side by side

IVEiShares S&P 500 Value ETF

435

stock positions reported to the SEC

75.1% of its weight is in 317 names VLUE does not hold

VLUEiShares MSCI USA Value Factor ETF

147

stock positions reported to the SEC

23.5% of its weight is in 29 names IVE does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
24.0%
42.3%
Financial Services
14.3%
10.3%
Consumer Cyclical
13.2%
9.1%
Healthcare
12.7%
0.0%
Industrials
0.0%
9.1%
Communication Services
0.0%
8.3%

The widest gap is Technology: VLUE has 18.4 points more of it.

The figures side by side

IVEVLUE
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported435147
Weight of the ten largest23.8%43.5%
Largest positionAAPL 7.3%MU 11.6%
Held alone317 positions, 75.1%29 positions, 23.5%
Covered by stock positions100%100%

Holdings they share

StockIn IVEIn VLUECounted
INTCINTEL CORP2.27%9.26%2.27%
BACBANK OF AMERICA CORP1.28%1.88%1.28%
MRKMERCK & COMPANY INC1.09%1.57%1.09%
WFCWELLS FARGO & COMPANY0.87%1.11%0.87%
CCITIGROUP INC0.82%1.94%0.82%
WDCWESTERN DIGITAL CORP0.76%1.88%0.76%
CSCOCISCO SYSTEMS INC0.75%4.96%0.75%
QCOMQUALCOMM INC0.67%1.80%0.67%
VZVERIZON COMMUNICATIONS INC0.61%2.66%0.61%
DISWALT DISNEY COMPANY (THE)0.58%1.09%0.58%

What each holds alone

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

Only in IVE

AAPLAPPLE INC7.32%
AMZNAMAZON.COM INC3.78%
XOMEXXONMOBIL HOLDINGS CORP1.95%
WMTWALMART INC1.71%
TSLATESLA INC1.55%
COSTCOSTCO WHOLESALE CORP1.43%
UNHUNITEDHEALTH GROUP INC1.30%
HDHOME DEPOT INC (THE)1.21%
PGPROCTER & GAMBLE COMPANY (THE)1.18%
CVXCHEVRON CORP1.07%

Only in VLUE

MUMICRON TECHNOLOGY, INC.11.60%
AMATAPPLIED MATERIALS, INC.3.66%
TE CONNECTIVITY PUBLIC LIMITED COMPANY0.92%
ACCENTURE PUBLIC LIMITED COMPANY0.65%
NEMNEWMONT CORPORATION0.64%
ZMZOOM COMMUNICATIONS, INC.0.53%
USBU.S. BANCORP0.52%
EXPEEXPEDIA GROUP, INC.0.51%
PG&E CORPORATION0.50%
FSLRFIRST SOLAR, INC.0.47%

Questions people ask

Is IVE the same as VLUE?

24.6% of their weight sits in the same 118 holdings. IVE also reports AAPL, AMZN, XOM, which the other does not. VLUE also reports MU, AMAT, TE CONNECTIVITY PUBLIC LIMITED COMPANY, which the other does not.

How is the overlap between IVE and VLUE 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 VLUE, so the number cannot exceed the smaller coverage.

Which holds more, VLUE or IVE?

IVE reports 435 stock positions and VLUE reports 147. 75.1% of IVE's weight sits in names VLUE does not hold, and 23.5% of VLUE's weight in names IVE does not hold. The ten largest positions are 23.8% of IVE and 43.5% of VLUE.

How do IVE and VLUE differ by sector?

The widest gap is Technology: VLUE has 18.4 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.