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
ETF comparisons / IVE vs VT
equity comparison · IVE 2026-09-11 · VT 2026-04-30
IVE vs VT
iShares S&P 500 Value ETF compared with VANGUARD TOTAL WORLD STOCK INDEX FUND
Most company exposure is different between these funds.IVE has 21 companies outside the overlap; VT has 9,364.
Do IVE and VT overlap?
IVE and VT overlap by 32.4% by weight, across 417 shared companies.
VTGlobal equity
VANGUARD TOTAL WORLD STOCK INDEX FUND
10,093holdings
0.06%annual fee
USmarket
Valuation7,366 companies covered
23.2×P / E90% by weight
2.81×P / B82% by weight
4.3%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
417 companies held in both funds
IVE weight
VT weight
| Shared company | IVE | VT |
|---|---|---|
| Apple Inc AAPL | 8.12% | 3.49% |
| AMAZON.COM INC AMZN | 3.93% | 2.27% |
| TESLA INC TSLA | 1.30% | 0.96% |
| JPMorgan Chase & Co JPM | 1.02% | 0.71% |
| WALMART INC. WMT | 1.56% | 0.51% |
| Visa Inc V | 0.92% | 0.49% |
| JOHNSON & JOHNSON JNJ | 0.87% | 0.49% |
| Costco Wholesale Corp COST | 1.34% | 0.40% |
| Intel Corp INTC | 1.69% | 0.37% |
| Mastercard Inc MA | 0.50% | 0.36% |
| AbbVie Inc ABBV | 0.82% | 0.33% |
| CISCO SYSTEMS, INC. CSCO | 0.69% | 0.32% |
| Chevron Corp CVX | 1.33% | 0.32% |
| THE PROCTER & GAMBLE COMPANY PG | 1.13% | 0.31% |
| Bank of America Corp BAC | 1.36% | 0.30% |
| UnitedHealth Group Inc UNH | 1.15% | 0.30% |
| Home Depot Inc/The HD | 1.02% | 0.29% |
| THE COCA-COLA COMPANY KO | 0.66% | 0.27% |
| Oracle Corp ORCL | 0.41% | 0.24% |
| Merck & Co Inc MRK | 1.18% | 0.24% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.35% | 0.23% |
| Philip Morris International Inc PM | 0.44% | 0.23% |
| Texas Instruments Inc TXN | 0.81% | 0.23% |
| Wells Fargo & Co WFC | 0.92% | 0.23% |
| Linde PLC LIN | 0.72% | 0.21% |
IVE and VT questions
Based on the holdings compared above
How much do IVE and VT overlap?
IVE and VT overlap by 32.4% by weight, across 417 shared companies.
Which companies do IVE and VT both hold?
The largest companies held in both funds are Apple Inc, AMAZON.COM INC, TESLA INC, JPMorgan Chase & Co, WALMART INC..
Can I hold both IVE and VT?
Holding both means 32.4% 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 VT cheaper?
IVE has a 0.18% expense ratio and VT has 0.06%.
How do IVE and VT compare on valuation?
IVE has a weighted P/E of 24.1 and VT has a weighted P/E of 23.2.
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