ETF comparison
IVEvsVTV
Both US Value.
Holdings overlap
283 positions appear in both funds. Buying equal dollars of IVE and VTV would leave roughly67.9%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
VTV 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 thecost calculator pre-filled with IVE vs VTV.
Top shared holdings
283 shared in total| # | Holding | In IVE | In VTV | Overlap |
|---|---|---|---|---|
| 1 | EXXONMOBIL HOLDINGS CORP | 1.95% | 2.12% | 1.95% |
| 2 | WALMART INC | 1.71% | 1.86% | 1.71% |
| 3 | UNITEDHEALTH GROUP INC | 1.30% | 1.41% | 1.30% |
| 4 | BANK OF AMERICA CORP | 1.28% | 1.36% | 1.28% |
| 5 | HOME DEPOT INC (THE) | 1.21% | 1.32% | 1.21% |
| 6 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 1.28% | 1.18% |
| 7 | MERCK & COMPANY INC | 1.09% | 1.19% | 1.09% |
| 8 | CHEVRON CORP | 1.07% | 1.17% | 1.07% |
| 9 | INTEL CORP | 2.27% | 1.05% | 1.05% |
| 10 | JP MORGAN CHASE & COMPANY | 0.97% | 3.06% | 0.97% |
| 11 | WELLS FARGO & COMPANY | 0.87% | 0.95% | 0.87% |
| 12 | JOHNSON & JOHNSON | 0.86% | 2.29% | 0.86% |
Only in IVE
155 total- APPLE INC7.32%
- AMAZON.COM INC3.78%
- TESLA INC1.55%
- COSTCO WHOLESALE CORP1.43%
- VISA INC0.88%
- WESTERN DIGITAL CORP0.76%
- MARVELL TECHNOLOGY INC0.48%
- MASTERCARD INC0.47%
- VERTEX PHARMACEUTICALS INC0.43%
- PALO ALTO NETWORKS INC0.42%
Only in VTV
25 total- Micron Technology Inc4.87%
- Berkshire Hathaway Inc2.95%
- Caterpillar Inc1.83%
- RTX Corp0.96%
- Berkshire Hathaway Inc0.52%
- Newmont Corp0.37%
- Uber Technologies Inc0.27%
- HCA Healthcare Inc0.23%
- Vistra Corp0.20%
- Cheniere Energy Inc0.19%
Open IVE or VTV 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 methodologyand 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.