ETF comparison
IVE vs VYM
US Value vs Dividend.
iShares S&P 500 Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
243 positions appear in both funds. Buying equal dollars of IVE and VYM would leave roughly 53.9% 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
VYM 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 VYM.
Top shared holdings
243 shared in total| # | Holding | In IVE | In VYM | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 1.30% | 1.52% | 1.30% |
| 2 | BANK OF AMERICA CORP | 1.28% | 1.66% | 1.28% |
| 3 | HOME DEPOT INC (THE) | 1.21% | 1.34% | 1.21% |
| 4 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 1.37% | 1.18% |
| 5 | MERCK & COMPANY INC | 1.09% | 1.31% | 1.09% |
| 6 | CHEVRON CORP | 1.07% | 1.48% | 1.07% |
| 7 | JP MORGAN CHASE & COMPANY | 0.97% | 3.82% | 0.97% |
| 8 | TEXAS INSTRUMENTS INC | 0.93% | 1.02% | 0.93% |
| 9 | WELLS FARGO & COMPANY | 0.87% | 1.07% | 0.87% |
| 10 | JOHNSON & JOHNSON | 0.86% | 2.51% | 0.86% |
| 11 | ABBVIE INC | 0.83% | 1.80% | 0.83% |
| 12 | LINDE PLC | 0.83% | 0.90% | 0.83% |
Only in IVE
195 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%
- VISA INC 0.88%
- WESTERN DIGITAL CORP 0.76%
- GE AEROSPACE 0.64%
Only in VYM
361 total- Broadcom Inc 7.35%
- ExxonMobil Holdings Corp 2.63%
- Caterpillar Inc 1.50%
- RTX Corp 1.18%
- Newmont Corp 0.41%
- Royal Caribbean Cruises Ltd 0.32%
- Ferguson Enterprises Inc 0.18%
- Carnival Corp Ltd 0.14%
- Tapestry Inc 0.13%
- Credicorp Ltd 0.11%
Related comparisons
More comparisons with IVE
- IVE vs SCHB · Schwab U.S. Broad Market ETF 52.7%
- IVE vs VTI · Vanguard Morningstar Total Stock Market ETF 52.6%
- IVE vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 52.6%
- IVE vs MGV · Vanguard Morningstar Mega Cap Value ETF 51.9%
- IVE vs DGRO · iShares Core Dividend Growth ETF 47.6%
- IVE vs DFUV · Dimensional US Marketwide Value ETF 47.1%
More comparisons with VYM
- VYM vs IUSV · iShares Core S&P U.S. Value ETF 53.7%
- VYM vs DFUV · Dimensional US Marketwide Value ETF 53.6%
- VYM vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 52.8%
- VYM vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 52.6%
- VYM vs IWX · iShares Russell Top 200 Value ETF 52.4%
- VYM vs PRF · Invesco RAFI US 1000 ETF 51.7%
Percentages are holdings overlap with the named fund.
Open IVE or VYM 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.