ETF comparison
ITOT vs IVE
US Total Market vs US Value.
iShares Core S&P Total U.S. Stock Market ETF · iShares S&P 500 Value ETF
Holdings overlap
438 positions appear in both funds. Buying equal dollars of ITOT and IVE would leave roughly 52.6% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
ITOT is 15 bps cheaper than IVE. On a $100,000 position that's about $150/yr more in fees for IVE.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ITOT vs IVE.
Top shared holdings
438 shared in total| # | Holding | In ITOT | In IVE | Overlap |
|---|---|---|---|---|
| 1 | Apple, Inc. | 5.81% | 7.32% | 5.81% |
| 2 | Amazon.com, Inc. | 3.19% | 3.78% | 3.19% |
| 3 | Tesla, Inc. | 1.62% | 1.55% | 1.55% |
| 4 | JPMorgan Chase & Co. | 1.20% | 0.97% | 0.97% |
| 5 | Intel Corp. | 0.90% | 2.27% | 0.90% |
| 6 | Johnson & Johnson | 0.84% | 0.86% | 0.84% |
| 7 | Visa, Inc. | 0.78% | 0.88% | 0.78% |
| 8 | Exxon Mobil Corp. | 0.77% | 1.95% | 0.77% |
| 9 | Walmart, Inc. | 0.68% | 1.71% | 0.68% |
| 10 | Cisco Systems, Inc. | 0.63% | 0.75% | 0.63% |
| 11 | AbbVie, Inc. | 0.61% | 0.83% | 0.61% |
| 12 | Costco Wholesale Corp. | 0.57% | 1.43% | 0.57% |
Only in ITOT
2,060 total- NVIDIA Corp. 6.63%
- Microsoft Corp. 3.79%
- Alphabet, Inc. 2.86%
- Broadcom, Inc. 2.45%
- Alphabet, Inc. 2.29%
- Micron Technology, Inc. 1.78%
- Meta Platforms, Inc. 1.69%
- Eli Lilly & Co. 1.30%
- Advanced Micro Devices, Inc. 1.30%
- Berkshire Hathaway, Inc. 1.25%
Only in IVE
0 totalEvery IVE position is also held by ITOT.
Related comparisons
More comparisons with ITOT
- ITOT vs VUG · Vanguard Morningstar Growth ETF 52.0%
- ITOT vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 51.6%
- ITOT vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 49.8%
- ITOT vs IWY · iShares Russell Top 200 Growth ETF 49.0%
- ITOT vs SCHG · Schwab U.S. Large-Cap Growth ETF 48.6%
- ITOT vs QQQ · Invesco QQQ Trust 48.4%
More comparisons with IVE
- IVE vs MGV · Vanguard Morningstar Mega Cap Value ETF 51.9%
- IVE vs DGRO · iShares Core Dividend Growth ETF 47.6%
- IVE vs DFUV · Dimensional US Marketwide Value ETF 47.1%
- IVE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 46.6%
- IVE vs DFLV · Dimensional US Large Cap Value ETF 45.8%
- IVE vs JAVA · JPMorgan Active Value ETF 40.2%
Percentages are holdings overlap with the named fund.
Open ITOT or IVE at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.