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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IVV vs VOE: how they differ

IVV and VOE hold 9% of their weight in the same names, and VOE returned more over the year.

iShares Core S&P 500 ETF and Vanguard Mid-Cap Value Index Fund.

What they hold in common

By the books each fund has filed, IVV and VOE hold 9% of their money in the same securities at the same weight.

Positions IVV and VOE both hold, largest shared weight first
HoldingIVVVOE
Newmont Corp.0.15%0.86%
Cummins, Inc.0.15%1.71%
Williams Cos., Inc. (The)0.14%0.79%
Valero Energy Corp.0.12%1.34%
Marathon Petroleum Corp.0.12%1.29%
American Electric Power Co., Inc.0.12%0.65%
Simon Property Group, Inc.0.11%1.20%
Norfolk Southern Corp.0.11%0.61%
United Rentals, Inc.0.11%1.23%
Travelers Cos., Inc. (The)0.11%0.61%
General Motors Co.0.11%1.21%
SLB Ltd.0.11%1.21%
Largest positions each one holds and the other does not
Only in IVVOnly in VOE
NVIDIA Corp. 7.52%CRH PLC 1.24%
Apple, Inc. 6.59%TE Connectivity PLC 1.02%
Microsoft Corp. 4.30%Cheniere Energy Inc 0.87%
Amazon.com, Inc. 3.62%Ferguson Enterprises Inc 0.80%
Alphabet, Inc. 3.25%Johnson Controls International plc 0.77%
Broadcom, Inc. 2.77%Aon PLC 0.58%
Alphabet, Inc. 2.59%Arch Capital Group Ltd 0.56%
Micron Technology, Inc. 2.02%Strategy Inc 0.50%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

IVV and VOE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IVV
iShares Core S&P 500 ETF
VOE
Vanguard Mid-Cap Value Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isS&P 500Mid-Cap Value
Total return, 1 year+17.6%+20.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.1 pts+2.7 pts
Expense ratio0.03%0.05%
Already in the S&P 500100.0%96.6%
Holdings504170

IVV in plain words

IVV is an index equity fund tracking the S&P 500. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 504 positions, with the top ten at 36.4%.

VOE in plain words

VOE is an index equity fund tracking the Mid-Cap Value. Over the year to Sep 11, 2026 it returned +20.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 170 positions, with the top ten at 12.7%.

Questions people ask

Which returned more over the last year, IVV or VOE?
In the year to Sep 12, 2026, with distributions reinvested, IVV returned +17.6% and VOE returned +20.2%, so VOE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IVV or VOE?
IVV charges 0.03% a year and VOE charges 0.05%, so IVV is cheaper. Fees come from each fund's prospectus.
How much do IVV and VOE overlap with the S&P 500?
By their latest filed holdings, 100% of IVV and 97% of VOE by weight is stocks the S&P 500 already holds. Between the two funds, 9% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IVV against VOE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IVV against VOE, data as of Sep 12, 2026. https://etfiq.com/compare/any/IVV-VOE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources