ETF comparison
IVE vs VO
US Value vs US Mid Cap.
iShares S&P 500 Value ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
222 positions appear in both funds. Buying equal dollars of IVE and VO would leave roughly 27.4% 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
VO 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 VO.
Top shared holdings
222 shared in total| # | Holding | In IVE | In VO | Overlap |
|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | 0.76% | 1.06% | 0.76% |
| 2 | WILLIAMS COMPANIES INC (THE) | 0.31% | 0.44% | 0.31% |
| 3 | SEAGATE TECHNOLOGY HOLDINGS PLC | 0.27% | 1.05% | 0.27% |
| 4 | VALERO ENERGY CORP | 0.27% | 0.75% | 0.27% |
| 5 | MARATHON PETROLEUM CORP | 0.26% | 0.72% | 0.26% |
| 6 | AMERICAN ELECTRIC POWER COMPANY INC | 0.26% | 0.36% | 0.26% |
| 7 | CRH PLC | 0.25% | 0.69% | 0.25% |
| 8 | AON PLC | 0.24% | 0.33% | 0.24% |
| 9 | NORFOLK SOUTHERN CORP | 0.24% | 0.34% | 0.24% |
| 10 | TRAVELERS COMPANIES INC (THE) | 0.24% | 0.34% | 0.24% |
| 11 | GENERAL MOTORS COMPANY | 0.24% | 0.67% | 0.24% |
| 12 | SLB LTD | 0.24% | 0.67% | 0.24% |
Only in IVE
216 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 VO
60 total- Vertiv Holdings Co 1.22%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Robinhood Markets Inc 0.77%
- Cloudflare Inc 0.76%
- Coherent Corp 0.75%
- Royal Caribbean Cruises Ltd 0.74%
- TransDigm Group Inc 0.72%
Related comparisons
More comparisons with IVE
- IVE vs VUG · Vanguard Morningstar Growth ETF 26.3%
- IVE vs IWF · iShares Russell 1000 Growth ETF 22.9%
- IVE vs VOE · Vanguard Morningstar Mid-Cap Value ETF 20.3%
- IVE vs RPV · Invesco S&P 500 Pure Value ETF 18.2%
- IVE vs SCHD · Schwab U.S. Dividend Equity ETF 16.0%
- IVE vs VB · Vanguard Morningstar Small-Cap ETF 5.9%
More comparisons with VO
- VO vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 26.9%
- VO vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 26.9%
- VO vs SCHV · Schwab U.S. Large-Cap Value ETF 26.5%
- VO vs IUSV · iShares Core S&P U.S. Value ETF 25.8%
- VO vs DFUV · Dimensional US Marketwide Value ETF 24.5%
- VO vs IWP · iShares Russell Mid-Cap Growth ETF 24.4%
Percentages are holdings overlap with the named fund.
Open IVE or VO 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.