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

VLUE and VTV share 28.6% of their weight across 97 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 VTV

28.6%

97 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

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 VLUE 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 VLUE side by side

VLUEiShares MSCI USA Value Factor ETF

147

stock positions reported to the SEC

17.9% of its weight is in 50 names VTV does not hold

VTVVANGUARD VALUE INDEX FUND

305

stock positions reported to the SEC

70.9% of its weight is in 208 names VLUE does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
42.3%
18.7%
Financial Services
10.3%
18.2%
Healthcare
0.0%
15.8%
Industrials
9.1%
6.5%
Consumer Cyclical
9.1%
0.0%
Communication Services
8.3%
0.0%

The widest gap is Technology: VLUE has 23.6 points more of it.

The figures side by side

VLUEVTV
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported147305
Weight of the ten largest43.5%24.1%
Largest positionMU 11.6%MU 4.9%
Held alone50 positions, 17.9%208 positions, 70.9%
Covered by stock positions100%100%

Holdings they share

StockIn VLUEIn VTVCounted
MUMICRON TECHNOLOGY, INC.11.60%4.87%4.87%
CSCOCISCO SYSTEMS, INC.4.96%1.56%1.56%
BACBANK OF AMERICA CORPORATION1.88%1.36%1.36%
MRKMERCK & CO., INC.1.57%1.19%1.19%
INTCINTEL CORPORATION9.26%1.05%1.05%
WFCWELLS FARGO & COMPANY1.11%0.95%0.95%
CCITIGROUP INC.1.94%0.85%0.85%
QCOMQUALCOMM INCORPORATED1.80%0.73%0.73%
DISTHE WALT DISNEY COMPANY1.09%0.63%0.63%
VZVERIZON COMMUNICATIONS INC.2.66%0.60%0.60%

What each holds alone

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

Only in VLUE

AMATAPPLIED MATERIALS, INC.3.66%
WDCWESTERN DIGITAL CORPORATION1.88%
NXPINXP Semiconductors N.V.1.00%
TE CONNECTIVITY PUBLIC LIMITED COMPANY0.92%
DHID.R. HORTON, INC.0.87%
ACCENTURE PUBLIC LIMITED COMPANY0.65%
JBLJABIL INC.0.56%
ZMZOOM COMMUNICATIONS, INC.0.53%
BGBunge Global SA0.52%
USBU.S. BANCORP0.52%

Only in VTV

BRK.ABerkshire Hathaway Inc3.47%
JPMORGAN CHASE & CO3.06%
JNJJohnson & Johnson2.29%
EXXON MOBIL CORP2.12%
WMTWalmart Inc1.86%
CATCaterpillar Inc1.83%
ABBVAbbVie Inc1.66%
UNHUnitedHealth Group Inc1.41%
HDHome Depot Inc/The1.32%
PGProcter & Gamble Co/The1.28%

Questions people ask

Is VLUE the same as VTV?

28.6% of their weight sits in the same 97 holdings. VLUE also reports AMAT, WDC, NXPI, which the other does not. VTV also reports BRK.A, JPMORGAN CHASE & CO, JNJ, which the other does not.

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

Which holds more, VTV or VLUE?

VLUE reports 147 stock positions and VTV reports 305. 17.9% of VLUE's weight sits in names VTV does not hold, and 70.9% of VTV's weight in names VLUE does not hold. The ten largest positions are 43.5% of VLUE and 24.1% of VTV.

How do VLUE and VTV differ by sector?

The widest gap is Technology: VLUE has 23.6 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.

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.