ETF comparison
IVE vs IWX
Both US Value.
iShares S&P 500 Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
134 positions appear in both funds. Buying equal dollars of IVE and IWX would leave roughly 63.8% 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
IVE is 2 bps cheaper than IWX. On a $100,000 position that's about $20/yr more in fees for IWX.
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 IVE vs IWX.
Top shared holdings
134 shared in total| # | Holding | In IVE | In IWX | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 7.53% | 7.32% |
| 2 | AMAZON.COM INC | 3.78% | 8.32% | 3.78% |
| 3 | INTEL CORP | 2.27% | 2.40% | 2.27% |
| 4 | EXXONMOBIL HOLDINGS CORP | 1.95% | 2.23% | 1.95% |
| 5 | WALMART INC | 1.71% | 1.78% | 1.71% |
| 6 | UNITEDHEALTH GROUP INC | 1.30% | 1.47% | 1.30% |
| 7 | BANK OF AMERICA CORP | 1.28% | 1.38% | 1.28% |
| 8 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 1.34% | 1.18% |
| 9 | MERCK & COMPANY INC | 1.09% | 1.25% | 1.09% |
| 10 | CHEVRON CORP | 1.07% | 1.21% | 1.07% |
| 11 | JP MORGAN CHASE & COMPANY | 0.97% | 3.44% | 0.97% |
| 12 | COSTCO WHOLESALE CORP | 1.43% | 0.92% | 0.92% |
Only in IVE
304 total- TESLA INC 1.55%
- TEXAS INSTRUMENTS INC 0.93%
- VISA INC 0.88%
- WESTERN DIGITAL CORP 0.76%
- GE AEROSPACE 0.64%
- MARVELL TECHNOLOGY INC 0.48%
- MASTERCARD INC 0.47%
- PALO ALTO NETWORKS INC 0.42%
- ORACLE CORP 0.41%
- LOCKHEED MARTIN CORP 0.36%
Only in IWX
17 total- MICROSOFT CORP 5.44%
- BERKSHIRE HATHAWAY INC 3.66%
- RTX CORP 1.00%
- META PLATFORMS INC 0.88%
- WELLTOWER INC 0.63%
- UBER TECHNOLOGIES INC 0.50%
- NEWMONT CORP 0.39%
- O'REILLY AUTOMOTIVE INC 0.30%
- HCA HEALTHCARE INC 0.23%
- TRANSDIGM GROUP INC 0.15%
Related comparisons
More comparisons with IVE
- IVE vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 63.7%
- IVE vs PRF · Invesco RAFI US 1000 ETF 61.7%
- IVE vs SPYM · State Street SPDR Portfolio S&P 500 ETF 58.7%
- IVE vs IVV · iShares Core S&P 500 ETF 58.7%
- IVE vs VOO · Vanguard S&P 500 ETF 58.7%
- IVE vs SPY · State Street SPDR S&P 500 ETF Trust 54.4%
More comparisons with IWX
- IWX vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 63.2%
- IWX vs IUSV · iShares Core S&P U.S. Value ETF 60.5%
- IWX vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 55.1%
- IWX vs SCHV · Schwab U.S. Large-Cap Value ETF 54.3%
- IWX vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 52.4%
- IWX vs DGRO · iShares Core Dividend Growth ETF 51.3%
Percentages are holdings overlap with the named fund.
Open IVE or IWX 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.