ETF comparison
IVE vs VB
US Value vs US Small Cap.
iShares S&P 500 Value ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
118 positions appear in both funds. Buying equal dollars of IVE and VB would leave roughly 5.9% 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
VB is 15 bps cheaper than IVE. On a $100,000 position that's about $150/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 IVE vs VB.
Top shared holdings
118 shared in total| # | Holding | In IVE | In VB | Overlap |
|---|---|---|---|---|
| 1 | QNITY ELECTRONICS INC | 0.12% | 0.21% | 0.12% |
| 2 | EQT CORP | 0.11% | 0.20% | 0.11% |
| 3 | STEEL DYNAMICS INC | 0.11% | 0.19% | 0.11% |
| 4 | CENTENE CORP | 0.10% | 0.19% | 0.10% |
| 5 | ATMOS ENERGY CORP | 0.10% | 0.35% | 0.10% |
| 6 | HUBBELL INC | 0.10% | 0.17% | 0.10% |
| 7 | WILLIAMS SONOMA INC | 0.09% | 0.33% | 0.09% |
| 8 | TEXAS PACIFIC LAND CORP | 0.09% | 0.16% | 0.09% |
| 9 | MODERNA INC | 0.09% | 0.30% | 0.09% |
| 10 | SMURFIT WESTROCK PLC | 0.08% | 0.29% | 0.08% |
| 11 | F5 INC | 0.08% | 0.29% | 0.08% |
| 12 | NISOURCE INC | 0.08% | 0.14% | 0.08% |
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%
- UNITEDHEALTH GROUP INC 1.30%
- BANK OF AMERICA CORP 1.28%
- HOME DEPOT INC (THE) 1.21%
Only in VB
1,191 total- Credo Technology Group Holding Ltd 0.55%
- REVOLUTION Medicines Inc 0.46%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- EMCOR Group Inc 0.45%
- Twilio Inc 0.38%
- MKS Instruments Inc 0.37%
- Flex Ltd 0.36%
- Tapestry Inc 0.36%
- Casey's General Stores Inc 0.36%
Related comparisons
More comparisons with IVE
- 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%
- IVE vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 94.6%
- IVE vs IUSV · iShares Core S&P U.S. Value ETF 94.1%
More comparisons with VB
- VB vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 5.9%
- VB vs IUSG · iShares Core S&P U.S. Growth ETF 5.9%
- VB vs FBCG · Fidelity Blue Chip Growth ETF 5.9%
- VB vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 5.8%
- VB vs DFLV · Dimensional US Large Cap Value ETF 5.6%
- VB vs RPV · Invesco S&P 500 Pure Value ETF 5.5%
Percentages are holdings overlap with the named fund.
Open IVE or VB 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.