ETF comparison
IVE vs VIG
US Value vs Dividend.
iShares S&P 500 Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
159 positions appear in both funds. Buying equal dollars of IVE and VIG would leave roughly 46.6% 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
VIG is 14 bps cheaper than IVE. On a $100,000 position that's about $140/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 VIG.
Top shared holdings
159 shared in total| # | Holding | In IVE | In VIG | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 4.45% | 4.45% |
| 2 | WALMART INC | 1.71% | 2.11% | 1.71% |
| 3 | COSTCO WHOLESALE CORP | 1.43% | 1.83% | 1.43% |
| 4 | UNITEDHEALTH GROUP INC | 1.30% | 1.63% | 1.30% |
| 5 | BANK OF AMERICA CORP | 1.28% | 1.75% | 1.28% |
| 6 | HOME DEPOT INC (THE) | 1.21% | 1.43% | 1.21% |
| 7 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 1.45% | 1.18% |
| 8 | MERCK & COMPANY INC | 1.09% | 1.39% | 1.09% |
| 9 | JP MORGAN CHASE & COMPANY | 0.97% | 4.07% | 0.97% |
| 10 | TEXAS INSTRUMENTS INC | 0.93% | 1.08% | 0.93% |
| 11 | VISA INC | 0.88% | 2.45% | 0.88% |
| 12 | JOHNSON & JOHNSON | 0.86% | 2.67% | 0.86% |
Only in IVE
279 total- AMAZON.COM INC 3.78%
- INTEL CORP 2.27%
- EXXONMOBIL HOLDINGS CORP 1.95%
- TESLA INC 1.55%
- CHEVRON CORP 1.07%
- WELLS FARGO & COMPANY 0.87%
- CITIGROUP INC 0.82%
- WESTERN DIGITAL CORP 0.76%
- GE AEROSPACE 0.64%
- THERMO FISHER SCIENTIFIC INC 0.64%
Only in VIG
174 total- Broadcom Inc 4.63%
- Microsoft Corp 4.34%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Caterpillar Inc 1.62%
- Lam Research Corp 1.58%
- KLA Corp 1.03%
- Amphenol Corp 0.85%
- Comfort Systems USA Inc 0.26%
- Casey's General Stores Inc 0.14%
Related comparisons
More comparisons with IVE
More comparisons with VIG
- VIG vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 46.3%
- VIG vs IUSV · iShares Core S&P U.S. Value ETF 45.7%
- VIG vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 45.4%
- VIG vs IWD · iShares Russell 1000 Value ETF 45.2%
- VIG vs SCHV · Schwab U.S. Large-Cap Value ETF 44.3%
- VIG vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 43.4%
Percentages are holdings overlap with the named fund.
Open IVE or VIG 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.