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

IYZ and VLUE share 11.8% of their weight across 5 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.

IYZ and VLUE

11.8%

5 shared positions

IYZ

iShares U.S. Telecommunications ETF

Reported positions cover 100% of the fund, 22 positions · Jun 30, 2026

Top 10: 69.5%·Holdings of IYZ

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 IYZ 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 IYZ side by side

IYZiShares U.S. Telecommunications ETF

22

stock positions reported to the SEC

55.7% of its weight is in 17 names VLUE does not hold

VLUEiShares MSCI USA Value Factor ETF

147

stock positions reported to the SEC

88.0% of its weight is in 142 names IYZ does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
54.2%
42.3%
Communication Services
43.1%
8.3%
Financial Services
0.0%
10.3%
Industrials
0.0%
9.1%
Consumer Cyclical
0.0%
9.1%

The widest gap is Communication Services: IYZ has 34.8 points more of it.

The figures side by side

IYZVLUE
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported22147
Weight of the ten largest69.5%43.5%
Largest positionCSCO 22.6%MU 11.6%
Held alone17 positions, 55.7%142 positions, 88.0%
Covered by stock positions100%100%

Holdings they share

StockIn IYZIn VLUECounted
CSCOCISCO SYSTEMS, INC.22.59%4.96%4.96%
VZVERIZON COMMUNICATIONS INC.10.97%2.66%2.66%
TAT&T INC.4.16%2.53%2.53%
CMCSACOMCAST CORPORATION3.79%1.50%1.50%
CHTRCHARTER COMMUNICATIONS, INC.2.70%0.16%0.16%

What each holds alone

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

Only in IYZ

ANETARISTA NETWORKS, INC.11.01%
CIENCIENA CORPORATION3.63%
MSIMOTOROLA SOLUTIONS, INC.3.42%
SPCXSPACE EXPLORATION TECHNOLOGIES CORP.3.38%
TMUST-MOBILE US, INC.3.34%
LITELUMENTUM HOLDINGS INC.3.19%
IRDMIRIDIUM COMMUNICATIONS INC.2.95%
ASTSAST SPACEMOBILE, INC.2.78%
ROKUROKU, INC.2.63%
LIBERTY BROADBAND CORPORATION2.60%

Only in VLUE

MUMICRON TECHNOLOGY, INC.11.60%
INTCINTEL CORPORATION9.26%
AMATAPPLIED MATERIALS, INC.3.66%
GMGENERAL MOTORS COMPANY3.15%
CCITIGROUP INC.1.94%
BACBANK OF AMERICA CORPORATION1.88%
WDCWESTERN DIGITAL CORPORATION1.88%
QCOMQUALCOMM INCORPORATED1.80%
FDXFEDEX CORPORATION1.69%
MRKMERCK & CO., INC.1.57%

Questions people ask

Is IYZ the same as VLUE?

11.8% of their weight sits in the same 5 holdings. IYZ also reports ANET, CIEN, MSI, which the other does not. VLUE also reports MU, INTC, AMAT, which the other does not.

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

Which holds more, VLUE or IYZ?

IYZ reports 22 stock positions and VLUE reports 147. 55.7% of IYZ's weight sits in names VLUE does not hold, and 88.0% of VLUE's weight in names IYZ does not hold. The ten largest positions are 69.5% of IYZ and 43.5% of VLUE.

How do IYZ and VLUE differ by sector?

The widest gap is Communication Services: IYZ has 34.8 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.

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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.