etf overlap tool · heavy overlap
IVV vs VUG overlap
98% of VUG's money sits in companies IVV also holds; 57% of the two funds is the same money, spread over 113 companies both hold.
Holdings as of September 30, 2026 · source: iShares (IVV), Vanguard (VUG) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold IVV and VUG with other funds or stocks? The free portfolio optimizer opens IVV and VUG beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
The companies you would own twice
What only one of them gives you
Where each fund puts its money
IVV and VUG: what people ask
How much do IVV and VUG overlap?
57% by weight, as of September 30, 2026: heavy overlap. 113 companies appear in both funds; they make up 57% of IVV and 98% of VUG.
Which stocks do IVV and VUG both hold?
The largest shared positions are NVDA, AAPL, MSFT, AMZN and GOOGL. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both IVV and VUG?
Out of every $100 split evenly between them, about $57 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 390 names only in IVV, 22 only in VUG. Half in each behaves like 27 equally weighted stocks, against 44 for IVV alone and 17 for VUG alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares and Vanguard publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.