DIA vs IVV: fund overlap
ETF comparisons / DIA vs IVV
State Street SPDR Dow Jones Industrial Average ETF Trust compared with iShares Core S&P 500 ETF
DIA and IVV overlap by 30.0% by weight, across 30 shared companies.
State Street SPDR Dow Jones Industrial Average ETF Trust
iShares Core S&P 500 ETF
Both lines rebased to 0% over their shared dates
30 companies held in both funds
| Shared company | DIA | IVV |
|---|---|---|
| Microsoft Corp MSFT | 5.60% | 5.57% |
| ALPHABET INC GOOGL 2 share classes | 3.82% | 5.40% |
| ↳ ALPHABET INC-CL A GOOGL | 3.82% | 3.00% |
| ↳ ALPHABET INC-CL C GOOG | 0.00% | 2.40% |
| Apple Inc AAPL | 3.75% | 7.39% |
| AMAZON.COM INC AMZN | 2.90% | 3.80% |
| NVIDIA CORP NVDA | 2.46% | 8.00% |
| JPMorgan Chase & Co JPM | 4.02% | 1.44% |
| JOHNSON & JOHNSON JNJ | 3.00% | 0.97% |
| Visa Inc V | 4.18% | 0.93% |
| WALMART INC. WMT | 1.21% | 0.71% |
| CISCO SYSTEMS, INC. CSCO | 1.27% | 0.67% |
| Chevron Corp CVX | 2.42% | 0.61% |
| Caterpillar Inc CAT | 9.24% | 0.57% |
| Merck & Co Inc MRK | 1.63% | 0.54% |
| UnitedHealth Group Inc UNH | 4.25% | 0.52% |
| THE COCA-COLA COMPANY KO | 1.00% | 0.52% |
| THE PROCTER & GAMBLE COMPANY PG | 1.64% | 0.51% |
| Home Depot Inc/The HD | 3.49% | 0.47% |
| THE GOLDMAN SACHS GROUP, INC. GS | 11.62% | 0.46% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 2.75% | 0.35% |
| Amgen Inc AMGN | 4.26% | 0.31% |
| Salesforce Inc CRM | 2.80% | 0.31% |
| Walt Disney Co/The DIS | 1.20% | 0.28% |
| McDonald's Corp MCD | 2.85% | 0.27% |
| AMERICAN EXPRESS COMPANY AXP | 3.67% | 0.26% |
| THE BOEING COMPANY BA | 2.38% | 0.25% |
Based on the holdings compared above
DIA and IVV overlap by 30.0% by weight, across 30 shared companies.
The largest companies held in both funds are Microsoft Corp, ALPHABET INC, Apple Inc, AMAZON.COM INC, NVIDIA CORP.
Holding both means 30.0% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
DIA has a 0.16% expense ratio and IVV has 0.03%.
DIA has a weighted P/E of 25.1 and IVV has a weighted P/E of 26.8.
See the companies and duplicated exposure across every fund you hold.