ETF comparison
IVE vs VUG
US Value vs US Large Cap Growth.
Holdings overlap
72 positions appear in both funds. Buying equal dollars of IVE and VUG would leave roughly 26.3% 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
VUG 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 VUG.
Top shared holdings
72 shared in total| # | Holding | In IVE | In VUG | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 11.67% | 7.32% |
| 2 | AMAZON.COM INC | 3.78% | 4.47% | 3.78% |
| 3 | TESLA INC | 1.55% | 3.27% | 1.55% |
| 4 | COSTCO WHOLESALE CORP | 1.43% | 1.15% | 1.15% |
| 5 | VISA INC | 0.88% | 1.54% | 0.88% |
| 6 | INTEL CORP | 2.27% | 0.79% | 0.79% |
| 7 | WESTERN DIGITAL CORP | 0.76% | 0.62% | 0.62% |
| 8 | GE AEROSPACE | 0.64% | 0.55% | 0.55% |
| 9 | MARVELL TECHNOLOGY INC | 0.48% | 0.75% | 0.48% |
| 10 | MASTERCARD INC | 0.47% | 1.13% | 0.47% |
| 11 | PALO ALTO NETWORKS INC | 0.42% | 0.78% | 0.42% |
| 12 | ORACLE CORP | 0.41% | 0.71% | 0.41% |
Only in IVE
366 total- EXXONMOBIL HOLDINGS CORP 1.95%
- WALMART INC 1.71%
- UNITEDHEALTH GROUP INC 1.30%
- BANK OF AMERICA CORP 1.28%
- HOME DEPOT INC (THE) 1.21%
- PROCTER & GAMBLE COMPANY (THE) 1.18%
- MERCK & COMPANY INC 1.09%
- CHEVRON CORP 1.07%
- JP MORGAN CHASE & COMPANY 0.97%
- WELLS FARGO & COMPANY 0.87%
Only in VUG
74 total- NVIDIA Corp 12.63%
- Microsoft Corp 7.61%
- Alphabet Inc 5.76%
- Alphabet Inc 4.53%
- Broadcom Inc 4.28%
- Meta Platforms Inc 3.41%
- Eli Lilly & Co 2.81%
- Advanced Micro Devices Inc 2.62%
- Applied Materials Inc 1.60%
- Lam Research Corp 1.51%
Related comparisons
More comparisons with IVE
- 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%
- IVE vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
More comparisons with VUG
- VUG vs MTUM · iShares MSCI USA Momentum Factor ETF 26.1%
- VUG vs DTD · WisdomTree U.S. Total Dividend Fund 25.7%
- VUG vs PRF · Invesco RAFI US 1000 ETF 25.6%
- VUG vs FNDX · Schwab Fundamental U.S. Large Company ETF 25.5%
- VUG vs IUSV · iShares Core S&P U.S. Value ETF 25.3%
- VUG vs IWX · iShares Russell Top 200 Value ETF 25.1%
Percentages are holdings overlap with the named fund.
Open IVE or VUG 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.