ETF comparison
IVE vs RPV
Both US Value.
Holdings overlap
118 positions appear in both funds. Buying equal dollars of IVE and RPV would leave roughly 18.2% 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 17 bps cheaper than RPV. On a $100,000 position that's about $170/yr more in fees for RPV.
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 RPV.
Top shared holdings
118 shared in total| # | Holding | In IVE | In RPV | Overlap |
|---|---|---|---|---|
| 1 | CITIGROUP INC | 0.82% | 0.89% | 0.82% |
| 2 | UNITEDHEALTH GROUP INC | 1.30% | 0.67% | 0.67% |
| 3 | VERIZON COMMUNICATIONS INC | 0.61% | 0.63% | 0.61% |
| 4 | CHEVRON CORP | 1.07% | 0.59% | 0.59% |
| 5 | CVS HEALTH CORP | 0.45% | 2.07% | 0.45% |
| 6 | AT&T INC | 0.50% | 0.45% | 0.45% |
| 7 | CONOCOPHILLIPS | 0.44% | 0.49% | 0.44% |
| 8 | CHUBB LTD (SWITZERLAND) | 0.42% | 0.47% | 0.42% |
| 9 | BANK OF AMERICA CORP | 1.28% | 0.40% | 0.40% |
| 10 | PFIZER INC | 0.47% | 0.35% | 0.35% |
| 11 | PNC FINANCIAL SERVICES GROUP INC (THE) | 0.34% | 0.47% | 0.34% |
| 12 | US BANCORP | 0.32% | 0.53% | 0.32% |
Only in IVE
320 total- APPLE INC 7.32%
- AMAZON.COM INC 3.78%
- INTEL CORP 2.27%
- EXXONMOBIL HOLDINGS CORP 1.95%
- WALMART INC 1.71%
- TESLA INC 1.55%
- COSTCO WHOLESALE CORP 1.43%
- HOME DEPOT INC (THE) 1.21%
- PROCTER & GAMBLE COMPANY (THE) 1.18%
- MERCK & COMPANY INC 1.09%
Only in RPV
2 total- ExxonMobil Holdings Corp. 0.46%
- Invesco Government & Agency Portfolio 0.38%
Related comparisons
More comparisons with IVE
- IVE vs SCHD · Schwab U.S. Dividend Equity ETF 16.0%
- IVE vs VB · Vanguard Morningstar Small-Cap ETF 5.9%
- IVE vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- IVE vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- IVE vs IWM · iShares Russell 2000 ETF 0.0%
- IVE vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 99.8%
More comparisons with RPV
- RPV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 17.8%
- RPV vs IUSV · iShares Core S&P U.S. Value ETF 17.4%
- RPV vs VTV · Vanguard Morningstar Value ETF 17.3%
- RPV vs AVLV · Avantis US Large Cap Value ETF 17.3%
- RPV vs SCHV · Schwab U.S. Large-Cap Value ETF 15.3%
- RPV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 15.0%
Percentages are holdings overlap with the named fund.
Open IVE or RPV 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.