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 40.7% by weight, across 163 shared companies.
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
163 companies held in both funds
| Shared company | IVV | VIG |
|---|---|---|
| Apple Inc AAPL | 7.65% | 4.46% |
| Microsoft Corp MSFT | 5.91% | 4.34% |
| BROADCOM INC AVGO | 2.47% | 4.63% |
| ELI LILLY & CO LLY | 1.65% | 3.93% |
| JPMorgan Chase & Co JPM | 1.37% | 4.08% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 2.79% |
| Visa Inc V | 1.05% | 2.45% |
| JOHNSON & JOHNSON JNJ | 1.00% | 2.67% |
| WALMART INC. WMT | 0.81% | 2.11% |
| Mastercard Inc MA | 0.77% | 2.00% |
| AbbVie Inc ABBV | 0.77% | 1.92% |
| Costco Wholesale Corp COST | 0.66% | 1.83% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 1.98% |
| THE PROCTER & GAMBLE COMPANY PG | 0.56% | 1.46% |
| UnitedHealth Group Inc UNH | 0.55% | 1.63% |
| Merck & Co Inc MRK | 0.54% | 1.39% |
| THE COCA-COLA COMPANY KO | 0.54% | 1.47% |
| Bank of America Corp BAC | 0.50% | 1.75% |
| Home Depot Inc/The HD | 0.49% | 1.43% |
| LAM RESEARCH LRCX | 0.48% | 1.59% |
| Caterpillar Inc CAT | 0.45% | 1.62% |
| Texas Instruments Inc TXN | 0.43% | 1.09% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.41% | 1.24% |
| Amgen Inc AMGN | 0.37% | 0.90% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.37% | 0.91% |
IVV and VIG questions
Based on the holdings compared above
How much do IVV and VIG overlap?
IVV and VIG overlap by 40.7% by weight, across 163 shared companies.
Which companies do IVV and VIG both hold?
The largest companies held in both funds are Apple Inc, Microsoft Corp, BROADCOM INC, ELI LILLY & CO, JPMorgan Chase & Co.
Can I hold both IVV and VIG?
Holding both means 40.7% 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 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 25.8.
See the companies and duplicated exposure across every fund you hold.