ETF comparison
IVE vs SPYV
Both US Value.
iShares S&P 500 Value ETF · State Street SPDR Portfolio S&P 500 Value ETF
Holdings overlap
439 positions appear in both funds. Buying equal dollars of IVE and SPYV would leave roughly 99.7% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPYV 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 SPYV.
Top shared holdings
439 shared in total| # | Holding | In IVE | In SPYV | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc. | 6.90% | 6.90% | 6.90% |
| 2 | Amazon.com, Inc. | 3.54% | 3.54% | 3.54% |
| 3 | Exxon Mobil Corp. | 2.62% | 2.63% | 2.62% |
| 4 | Walmart Inc | 2.02% | 2.02% | 2.02% |
| 5 | Costco Wholesale Corporation | 1.64% | 1.64% | 1.64% |
| 6 | Tesla Inc | 1.47% | 1.47% | 1.47% |
| 7 | CHEVRON CORP | 1.44% | 1.44% | 1.44% |
| 8 | The Procter & Gamble Co. | 1.24% | 1.24% | 1.24% |
| 9 | Home Depot Inc. | 1.21% | 1.21% | 1.21% |
| 10 | Bank of America Corp. | 1.20% | 1.20% | 1.20% |
| 11 | Merck & Co., Inc | 1.11% | 1.11% | 1.11% |
| 12 | JPMorgan Chase & Co. | 0.94% | 0.94% | 0.94% |
Only in IVE
0 totalEvery IVE position is also held by SPYV.
Only in SPYV
1 total- State Street Global Advisors 0.03%
Open IVE or SPYV at a brokerage
Both funds trade commission-free at major US brokerages.
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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.