ETF comparison
IVE vs PRF
Both US Value.
Holdings overlap
424 positions appear in both funds. Buying equal dollars of IVE and PRF would leave roughly 61.7% 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 16 bps cheaper than PRF. On a $100,000 position that's about $160/yr more in fees for PRF.
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 PRF.
Top shared holdings
424 shared in total| # | Holding | In IVE | In PRF | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 4.34% | 4.34% |
| 2 | AMAZON.COM INC | 3.78% | 2.34% | 2.34% |
| 3 | INTEL CORP | 2.27% | 1.78% | 1.78% |
| 4 | UNITEDHEALTH GROUP INC | 1.30% | 1.33% | 1.30% |
| 5 | BANK OF AMERICA CORP | 1.28% | 1.27% | 1.27% |
| 6 | CHEVRON CORP | 1.07% | 1.30% | 1.07% |
| 7 | JP MORGAN CHASE & COMPANY | 0.97% | 1.71% | 0.97% |
| 8 | JOHNSON & JOHNSON | 0.86% | 1.13% | 0.86% |
| 9 | WELLS FARGO & COMPANY | 0.87% | 0.84% | 0.84% |
| 10 | CITIGROUP INC | 0.82% | 0.90% | 0.82% |
| 11 | MERCK & COMPANY INC | 1.09% | 0.78% | 0.78% |
| 12 | WALMART INC | 1.71% | 0.75% | 0.75% |
Only in IVE
14 total- EXXONMOBIL HOLDINGS CORP 1.95%
- NXP SEMICONDUCTORS NV 0.24%
- GARMIN LTD 0.13%
- TEXAS PACIFIC LAND CORP 0.09%
- CARVANA COMPANY 0.08%
- AXON ENTERPRISE INC 0.05%
- LIVE NATION ENTERTAINMENT INC 0.05%
- LULULEMON ATHLETICA INC 0.04%
- BIO-TECHNE CORP 0.04%
- ERIE INDEMNITY COMPANY 0.02%
Only in PRF
576 total- Alphabet Inc. 3.66%
- Microsoft Corp. 2.63%
- ExxonMobil Holdings Corp. 1.86%
- Berkshire Hathaway Inc. 1.82%
- Meta Platforms, Inc. 1.38%
- Micron Technology, Inc. 0.88%
- NVIDIA Corp. 0.60%
- Broadcom Inc. 0.56%
- RTX Corp. 0.48%
- Applied Materials, Inc. 0.45%
Related comparisons
More comparisons with IVE
- 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%
- IVE vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 53.9%
- IVE vs SCHB · Schwab U.S. Broad Market ETF 52.7%
More comparisons with PRF
- PRF vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 61.0%
- PRF vs SCHV · Schwab U.S. Large-Cap Value ETF 56.8%
- PRF vs DFUV · Dimensional US Marketwide Value ETF 55.6%
- PRF vs VTV · Vanguard Morningstar Value ETF 53.6%
- PRF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 51.7%
- PRF vs IWX · iShares Russell Top 200 Value ETF 51.2%
Percentages are holdings overlap with the named fund.
Open IVE or PRF 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.