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

VLUE and VONV share 25.7% of their weight across 130 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.

VLUE and VONV

25.7%

130 shared positions

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

VONV

VANGUARD RUSSELL 1000 VALUE INDEX FUND

Reported positions cover 99% of the fund, 794 positions · May 31, 2026

Top 10: 22.1%·Holdings of VONV

Reported positions cover VLUE 100%, VONV 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VONV vs VLUE side by side

VLUEiShares MSCI USA Value Factor ETF

147

stock positions reported to the SEC

7.1% of its weight is in 17 names VONV does not hold

VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND

794

stock positions reported to the SEC

73.7% of its weight is in 664 names VLUE does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
42.3%
25.6%
Financial Services
10.3%
14.7%
Healthcare
0.0%
11.7%
Industrials
9.1%
6.5%
Consumer Cyclical
9.1%
7.8%
Communication Services
8.3%
0.0%

The widest gap is Technology: VLUE has 16.8 points more of it.

The figures side by side

VLUEVONV
Filing dateApr 30, 2026May 31, 2026
Stock positions reported147794
Weight of the ten largest43.5%22.1%
Largest positionMU 11.6%GOOGL 4.2%
Held alone17 positions, 7.1%664 positions, 73.7%
Covered by stock positions100%99%

Holdings they share

StockIn VLUEIn VONVCounted
MUMICRON TECHNOLOGY, INC.11.60%3.22%3.22%
INTCINTEL CORPORATION9.26%1.50%1.50%
CSCOCISCO SYSTEMS, INC.4.96%1.42%1.42%
BACBANK OF AMERICA CORPORATION1.88%0.93%0.93%
MRKMERCK & CO., INC.1.57%0.88%0.88%
AMATAPPLIED MATERIALS, INC.3.66%0.76%0.76%
WFCWELLS FARGO & COMPANY1.11%0.71%0.71%
QCOMQUALCOMM INCORPORATED1.80%0.62%0.62%
VZVERIZON COMMUNICATIONS INC.2.66%0.60%0.60%
DISTHE WALT DISNEY COMPANY1.09%0.54%0.54%

What each holds alone

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

Only in VLUE

NXPINXP Semiconductors N.V.1.00%
TE CONNECTIVITY PUBLIC LIMITED COMPANY0.92%
DHID.R. HORTON, INC.0.87%
ACCENTURE PUBLIC LIMITED COMPANY0.65%
ZMZOOM COMMUNICATIONS, INC.0.53%
USBU.S. BANCORP0.52%
EXPEEXPEDIA GROUP, INC.0.51%
PG&E CORPORATION0.50%
COTERRA ENERGY INC.0.39%
FLEX LTD.0.25%

Only in VONV

GOOGLAlphabet Inc4.21%
BRK.ABerkshire Hathaway Inc2.60%
JPMORGAN CHASE & CO2.27%
AMZNAmazon.com Inc2.12%
EXXON MOBIL CORP1.82%
JNJJohnson & Johnson1.61%
WMTWalmart Inc1.35%
CATCaterpillar Inc1.06%
UNHUnitedHealth Group Inc1.03%
AMDAdvanced Micro Devices Inc1.02%

Questions people ask

Is VLUE the same as VONV?

25.7% of their weight sits in the same 130 holdings. VLUE also reports NXPI, TE CONNECTIVITY PUBLIC LIMITED COMPANY, DHI, which the other does not. VONV also reports GOOGL, BRK.A, JPMORGAN CHASE & CO, which the other does not.

How is the overlap between VLUE and VONV 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 VLUE and 99% of VONV, so the number cannot exceed the smaller coverage.

Which holds more, VONV or VLUE?

VLUE reports 147 stock positions and VONV reports 794. 7.1% of VLUE's weight sits in names VONV does not hold, and 73.7% of VONV's weight in names VLUE does not hold. The ten largest positions are 43.5% of VLUE and 22.1% of VONV.

How do VLUE and VONV differ by sector?

The widest gap is Technology: VLUE has 16.8 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.