IVE vs VOO: fund overlap

ETF comparisons  /  IVE vs VOO

equity comparison · IVE 2026-09-11 · VOO 2026-06-30

IVE vs VOO

iShares S&P 500 Value ETF compared with VANGUARD 500 INDEX FUND

The funds share a substantial core but differ outside it.IVE has 20 companies outside the overlap; VOO has 87.

Do IVE and VOO overlap?

IVE and VOO overlap by 55.7% by weight, across 418 shared companies.

IVEequity

iShares S&P 500 Value ETF

443holdings
0.18%annual fee
USmarket
Valuation428 companies covered
24.1×P / E96% by weight
3.66×P / B93% by weight
4.2%Earnings yield
IVE holdings and fund profile
VOOUS equity

VANGUARD 500 INDEX FUND

520holdings
0.03%annual fee
USmarket
Valuation494 companies covered
26.8×P / E97% by weight
5.46×P / B85% by weight
3.7%Earnings yield
VOO holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

418 companies held in both funds

IVE weight VOO weight
Shared companyIVE VOO
Apple Inc AAPL
8.12%
6.58%
AMAZON.COM INC AMZN
3.93%
3.61%
TESLA INC TSLA
1.30%
1.83%
Intel Corp INTC
1.69%
1.02%
JPMorgan Chase & Co JPM
1.02%
1.25%
JOHNSON & JOHNSON JNJ
0.87%
0.95%
Visa Inc V
0.92%
0.86%
WALMART INC. WMT
1.56%
0.77%
CISCO SYSTEMS, INC. CSCO
0.69%
0.72%
AbbVie Inc ABBV
0.82%
0.69%
Costco Wholesale Corp COST
1.34%
0.64%
UnitedHealth Group Inc UNH
1.15%
0.58%
Bank of America Corp BAC
1.36%
0.58%
Home Depot Inc/The HD
1.02%
0.54%
THE PROCTER & GAMBLE COMPANY PG
1.13%
0.53%
Mastercard Inc MA
0.50%
0.64%
Merck & Co Inc MRK
1.18%
0.49%
THE COCA-COLA COMPANY KO
0.66%
0.49%
Chevron Corp CVX
1.33%
0.48%
Philip Morris International Inc PM
0.44%
0.44%
Texas Instruments Inc TXN
0.81%
0.42%
Wells Fargo & Co WFC
0.92%
0.39%
Palo Alto Networks Inc PANW
0.39%
0.43%
Oracle Corp ORCL
0.41%
0.39%
Linde PLC LIN
0.72%
0.37%

IVE and VOO questions

Based on the holdings compared above

How much do IVE and VOO overlap?

IVE and VOO overlap by 55.7% by weight, across 418 shared companies.

Which companies do IVE and VOO both hold?

The largest companies held in both funds are Apple Inc, AMAZON.COM INC, TESLA INC, Intel Corp, JPMorgan Chase & Co.

Can I hold both IVE and VOO?

Holding both means 55.7% 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.

Is IVE or VOO cheaper?

IVE has a 0.18% expense ratio and VOO has 0.03%.

How do IVE and VOO compare on valuation?

IVE has a weighted P/E of 24.1 and VOO has a weighted P/E of 26.8.

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