ETF comparison
IUSV vs IVE
Both US Value.
Holdings overlap
438 positions appear in both funds. Buying equal dollars of IUSV and IVE would leave roughly 94.1% 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
IUSV is 14 bps cheaper than IVE. On a $100,000 position that's about $140/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 IUSV vs IVE.
Top shared holdings
438 shared in total| # | Holding | In IUSV | In IVE | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 6.90% | 7.32% | 6.90% |
| 2 | AMAZON.COM INC | 3.56% | 3.78% | 3.56% |
| 3 | INTEL CORP | 2.14% | 2.27% | 2.14% |
| 4 | EXXONMOBIL HOLDINGS CORP | 1.84% | 1.95% | 1.84% |
| 5 | WALMART INC | 1.61% | 1.71% | 1.61% |
| 6 | TESLA INC | 1.46% | 1.55% | 1.46% |
| 7 | COSTCO WHOLESALE CORP | 1.35% | 1.43% | 1.35% |
| 8 | UNITEDHEALTH GROUP INC | 1.23% | 1.30% | 1.23% |
| 9 | BANK OF AMERICA CORP | 1.21% | 1.28% | 1.21% |
| 10 | HOME DEPOT INC (THE) | 1.14% | 1.21% | 1.14% |
| 11 | PROCTER & GAMBLE COMPANY (THE) | 1.11% | 1.18% | 1.11% |
| 12 | MERCK & COMPANY INC | 1.03% | 1.09% | 1.03% |
Only in IUSV
299 total- US FOODS HOLDING CORP 0.07%
- TD SYNNEX CORP 0.07%
- RELIANCE INC 0.06%
- PERFORMANCE FOOD GROUP COMPANY 0.06%
- WESCO INTERNATIONAL INC 0.05%
- ANNALY CAPITAL MANAGEMENT INC 0.05%
- ENTEGRIS INC 0.05%
- REGAL REXNORD CORP 0.05%
- TOLL BROTHERS INC 0.05%
- PINNACLE FINANCIAL PARTNERS INC 0.05%
Only in IVE
0 totalEvery IVE position is also held by IUSV.
Related comparisons
More comparisons with IUSV
- IUSV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 94.1%
- IUSV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 91.4%
- IUSV vs IWD · iShares Russell 1000 Value ETF 73.3%
- IUSV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 67.0%
- IUSV vs SCHV · Schwab U.S. Large-Cap Value ETF 66.2%
- IUSV vs PRF · Invesco RAFI US 1000 ETF 64.9%
More comparisons with IVE
- IVE vs IWD · iShares Russell 1000 Value ETF 70.0%
- IVE vs VTV · Vanguard Morningstar Value ETF 67.9%
- IVE vs SCHV · Schwab U.S. Large-Cap Value ETF 64.9%
- IVE vs IWX · iShares Russell Top 200 Value ETF 63.8%
- IVE vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 63.7%
- IVE vs PRF · Invesco RAFI US 1000 ETF 61.7%
Percentages are holdings overlap with the named fund.
Open IUSV 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.