IVW vs VTV Overlap
IVW is a U.S. growth equity ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVW and VTV show limited overlap, with an estimated weighted overlap of 19.03%. They share 48 holdings in the loaded dataset, led by BRK-B, JPM, and MU.
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Quick Answer
IVW is a U.S. growth equity ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVW and VTV show limited overlap, with an estimated weighted overlap of 19.03%. They share 48 holdings in the loaded dataset, led by BRK-B, JPM, and MU.
- 19.03% weighted overlap across 48 shared holdings.
- The top three shared holdings explain 32.63% of the measured overlap.
- IVW is the broader fund, while VTV is more targeted.
- The overlap is mostly explained by the top shared positions rather than sector labels alone.
- Holding both can still add materially different exposure.
Data Freshness
- IVW holdings
- Mar 12, 2026
- VTV holdings
- Mar 12, 2026
- Overlap computed
- Mar 15, 2026
- Data source
- Financial Modeling Prep
Review the methodology for the overlap formula and refresh policy.
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About These ETFs
What Stands Out In This Comparison
What This Means
IVW is a U.S. growth equity ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVW and VTV do not own much of the same portfolio weight. That usually means you are combining different parts of the market, with only a small amount of duplication through names like BRK-B, JPM, and MU.
How They Differ
IVW is a U.S. growth equity ETF from IShares, while VTV is a U.S. value equity ETF from Vanguard. IVW is the broader fund, while VTV is the more targeted sleeve. VTV has the lower expense ratio, while IVW charges more for its exposure.
What Drives The Overlap
The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 32.63% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.
When One May Fit Better
If you want the broader portfolio building block, IVW is usually the wider choice. If you want the more focused tilt, VTV is the narrower expression. VTV has the lower expense ratio, while IVW charges more for its exposure.
Overlap Driver Snapshot
Concentration
The top three shared holdings explain 32.63% 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.
Top Shared Holdings
These are the holdings contributing the most to the overlap score between IVW and VTV.
| Holding | Name | IVW Wt. | VTV Wt. | Overlap |
|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC CLASS B | 2.97% | 3.04% | 2.97% |
| JPM | JPMORGAN CHASE & CO | 1.75% | 3.25% | 1.75% |
| MU | MICRON TECHNOLOGY INC | 1.48% | 1.89% | 1.48% |
| JNJ | JOHNSON & JOHNSON | 1.14% | 2.22% | 1.14% |
| CAT | CATERPILLAR INC | 1.10% | 1.25% | 1.10% |
| RTX | RTX CORP | 0.91% | 1.09% | 0.91% |
| ABBV | ABBVIE INC | 0.60% | 1.60% | 0.60% |
| GE | GE AEROSPACE | 0.59% | 0.62% | 0.59% |
| GS | GOLDMAN SACHS GROUP INC | 0.53% | 1.10% | 0.53% |
| CSCO | CISCO SYSTEMS INC | 0.53% | 1.13% | 0.53% |
Why These ETFs Overlap
IVW is a U.S. growth equity 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 MU, which appear in both portfolios and push the overlap score higher.
Holding both IVW and VTV can make sense if you want exposure to different sleeves of the market. The overlap is small enough that both funds may still improve diversification.
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Frequently Asked Questions About IVW and VTV
What is the overlap between IVW and VTV?+
How many holdings do IVW and VTV share?+
Is the IVW and VTV overlap high?+
Why do IVW and VTV overlap?+
Which ETF is broader, IVW or VTV?+
How Overlap Is Calculated
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.