iShares Core S&P 500 ETF
ETF comparisons / IVV vs VIG
IVV vs VIG
iShares Core S&P 500 ETF compared with VANGUARD DIVIDEND APPRECIATION INDEX FUND
Do IVV and VIG overlap?
IVV and VIG overlap by 37.9% by weight, across 161 shared companies.
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
161 companies held in both funds
| Shared company | IVV | VIG |
|---|---|---|
| Apple Inc AAPL | 7.39% | 4.08% |
| Microsoft Corp MSFT | 5.57% | 3.97% |
| BROADCOM INC AVGO | 2.59% | 5.18% |
| JPMorgan Chase & Co JPM | 1.44% | 3.59% |
| ELI LILLY & CO LLY | 1.34% | 3.34% |
| JOHNSON & JOHNSON JNJ | 0.97% | 2.50% |
| Visa Inc V | 0.93% | 2.33% |
| WALMART INC. WMT | 0.71% | 2.61% |
| Mastercard Inc MA | 0.70% | 1.85% |
| AbbVie Inc ABBV | 0.69% | 1.68% |
| CISCO SYSTEMS, INC. CSCO | 0.67% | 1.63% |
| Bank of America Corp BAC | 0.62% | 1.57% |
| Costco Wholesale Corp COST | 0.61% | 2.03% |
| Caterpillar Inc CAT | 0.57% | 1.87% |
| LAM RESEARCH LRCX | 0.56% | 1.45% |
| Merck & Co Inc MRK | 0.54% | 1.22% |
| UnitedHealth Group Inc UNH | 0.52% | 1.51% |
| THE COCA-COLA COMPANY KO | 0.52% | 1.37% |
| THE PROCTER & GAMBLE COMPANY PG | 0.51% | 1.54% |
| Home Depot Inc/The HD | 0.47% | 1.48% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.46% | 1.19% |
| MORGAN STANLEY MS | 0.39% | 1.03% |
| Oracle Corp ORCL | 0.39% | 1.23% |
| Texas Instruments Inc TXN | 0.37% | 1.15% |
| KLA Corp KLAC | 0.36% | 1.03% |
IVV and VIG questions
Based on the holdings compared above
How much do IVV and VIG overlap?
IVV and VIG overlap by 37.9% by weight, across 161 shared companies.
Which companies do IVV and VIG both hold?
The largest companies held in both funds are Apple Inc, Microsoft Corp, BROADCOM INC, JPMorgan Chase & Co, ELI LILLY & CO.
Can I hold both IVV and VIG?
Holding both means 37.9% 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 IVV or VIG cheaper?
IVV has a 0.03% expense ratio and VIG has 0.04%.
How do IVV and VIG compare on valuation?
IVV has a weighted P/E of 26.8 and VIG has a weighted P/E of 26.6.
See the companies and duplicated exposure across every fund you hold.