ETF comparison
IVE vs VOE
Both US Value.
iShares S&P 500 Value ETF · Vanguard Morningstar Mid-Cap Value ETF
Holdings overlap
160 positions appear in both funds. Buying equal dollars of IVE and VOE would leave roughly 20.3% 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
VOE is 13 bps cheaper than IVE. On a $100,000 position that's about $130/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 VOE.
Top shared holdings
160 shared in total| # | Holding | In IVE | In VOE | Overlap |
|---|---|---|---|---|
| 1 | WILLIAMS COMPANIES INC (THE) | 0.31% | 0.78% | 0.31% |
| 2 | VALERO ENERGY CORP | 0.27% | 1.33% | 0.27% |
| 3 | MARATHON PETROLEUM CORP | 0.26% | 1.29% | 0.26% |
| 4 | AMERICAN ELECTRIC POWER COMPANY INC | 0.26% | 0.64% | 0.26% |
| 5 | CRH PLC | 0.25% | 1.23% | 0.25% |
| 6 | AON PLC | 0.24% | 0.58% | 0.24% |
| 7 | NORFOLK SOUTHERN CORP | 0.24% | 0.61% | 0.24% |
| 8 | TRAVELERS COMPANIES INC (THE) | 0.24% | 0.61% | 0.24% |
| 9 | GENERAL MOTORS COMPANY | 0.24% | 1.20% | 0.24% |
| 10 | SLB LTD | 0.24% | 1.20% | 0.24% |
| 11 | FEDEX CORP | 0.24% | 0.58% | 0.24% |
| 12 | PHILLIPS 66 | 0.23% | 1.17% | 0.23% |
Only in IVE
278 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 VOE
10 total- Cheniere Energy Inc 0.86%
- Newmont Corp 0.86%
- Ferguson Enterprises Inc 0.79%
- Strategy Inc 0.50%
- Zoom Video Communications Inc 0.37%
- Sunbelt Rentals Holdings Inc 0.27%
- Medline Inc 0.27%
- Markel Group Inc 0.20%
- SS&C Technologies Holdings Inc 0.11%
- Lennar Corp 0.03%
Related comparisons
More comparisons with IVE
More comparisons with VOE
- VOE vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 20.0%
- VOE vs SCHV · Schwab U.S. Large-Cap Value ETF 19.4%
- VOE vs PRF · Invesco RAFI US 1000 ETF 19.2%
- VOE vs IUSV · iShares Core S&P U.S. Value ETF 19.1%
- VOE vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 19.1%
- VOE vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 18.1%
Percentages are holdings overlap with the named fund.
Open IVE or VOE 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.