ETF comparison

IUSVvsSPYV

Both US Value.

iShares Core S&P U.S. Value ETF · State Street SPDR Portfolio S&P 500 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
94.1%

438 positions appear in both funds. Buying equal dollars of IUSV and SPYV would leave roughly94.1%of each dollar exposed to the same underlying securities.

IUSV only 5.6%Shared 94.1%SPYV only 5.7%
In IUSV only
299 positions
Shared
438 positions
In SPYV only
1 positions

Side by side

IUSV

iShares Core S&P U.S. Value ETF

iShares · US Value

93composite / 100
Expense ratio
0.040%
Net assets
$27.83B
TTM yield
1.65%
Top-10 conc.
22.4%
SPYV

State Street SPDR Portfolio S&P 500 Value ETF

State Street · US Value

93composite / 100
Expense ratio
0.040%
Net assets
$36.68B
TTM yield
1.67%
Top-10 conc.
23.8%

Sub-score comparison

96
Cost
96
87
Tax efficiency
87
100
Liquidity
100
82
Concentration
80
Tracking quality
IUSVsub-scoreSPYV

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

Expense ratios are effectively identical (0.040% vs 0.040%).

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IUSV vs SPYV.

Top shared holdings

438 shared in total
#HoldingIn IUSVIn SPYVOverlap
1APPLE INC6.90%7.32%6.90%
2AMAZON.COM INC3.56%3.78%3.56%
3INTEL CORP2.14%2.27%2.14%
4EXXONMOBIL HOLDINGS CORP1.84%1.95%1.84%
5WALMART INC1.61%1.71%1.61%
6TESLA INC1.46%1.55%1.46%
7COSTCO WHOLESALE CORP1.35%1.43%1.35%
8UNITEDHEALTH GROUP INC1.23%1.30%1.23%
9BANK OF AMERICA CORP1.21%1.28%1.21%
10HOME DEPOT INC (THE)1.14%1.21%1.14%
11PROCTER & GAMBLE COMPANY (THE)1.11%1.18%1.11%
12MERCK & COMPANY INC1.03%1.09%1.03%

Only in IUSV

299 total
  • US FOODS HOLDING CORP0.07%
  • TD SYNNEX CORP0.07%
  • RELIANCE INC0.06%
  • PERFORMANCE FOOD GROUP COMPANY0.06%
  • WESCO INTERNATIONAL INC0.05%
  • ANNALY CAPITAL MANAGEMENT INC0.05%
  • ENTEGRIS INC0.05%
  • REGAL REXNORD CORP0.05%
  • TOLL BROTHERS INC0.05%
  • PINNACLE FINANCIAL PARTNERS INC0.05%

Only in SPYV

1 total
  • State Street Global Advisors0.01%

Open IUSV or SPYV 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 methodologyand 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.