IVV is a U.S. large-cap core ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVV and VTV show meaningful overlap, with an estimated weighted overlap of 42.79%. They share 282 holdings in the loaded dataset, led by BRK.B, JPM, and 30231G102.
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IVV is a U.S. large-cap core ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVV and VTV show meaningful overlap, with an estimated weighted overlap of 42.79%. They share 282 holdings in the loaded dataset, led by BRK.B, JPM, and 30231G102.
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IVV is a U.S. large-cap core ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVV and VTV overlap enough to matter, but they still bring different exposures to a portfolio. The overlap is concentrated in holdings such as BRK.B, JPM, and 30231G102, which explains why the score lands at 42.79%.
IVV is a U.S. large-cap core ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVV is the broader fund, while VTV is the more targeted sleeve. IVV and VTV are priced very similarly on expense ratio.
The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 9.93% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.
If you want the broader portfolio building block, IVV is usually the wider choice. If you want the more focused tilt, VTV is the narrower expression. IVV and VTV are priced very similarly on expense ratio.
Concentration
The top three shared holdings explain 9.93% of the full overlap score.
That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.
Shared Sector Tilt
Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.
These are the holdings contributing the most to the overlap score between IVV and VTV.
| Holding | Name | IVV Wt. | VTV Wt. | Overlap |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway, Inc. | 1.57% | 3.06% | 1.57% |
| JPM | JPMorgan Chase & Co. | 1.42% | 3.03% | 1.42% |
| 30231G102 | Exxon Mobil Corp. | 1.27% | 2.90% | 1.27% |
| JNJ | Johnson & Johnson | 1.05% | 2.41% | 1.05% |
| WMT | Walmart, Inc. | 0.97% | 2.23% | 0.97% |
| CVX | Chevron Corp. | 0.69% | 1.61% | 0.69% |
| ABBV | AbbVie, Inc. | 0.69% | 1.58% | 0.69% |
| MU | Micron Technology, Inc. | 0.68% | 1.56% | 0.68% |
| PG | Procter & Gamble Co. (The) | 0.60% | 1.38% | 0.60% |
| CAT | Caterpillar, Inc. | 0.59% | 1.35% | 0.59% |
IVV is a U.S. large-cap core ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are BRK.B, JPM, and 30231G102, which appear in both portfolios and push the overlap score higher.
Holding both IVV and VTV can still be reasonable, but you should expect some duplication. The decision comes down to whether the non-overlapping parts of each ETF are important enough for your strategy.
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A straightforward approach used by portfolio analysts.
For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.
Want the full explanation? Read the methodology page.