ETF comparison
SIZE vs IVE overlap
Compare SIZE ETF and IVE ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.
Tracked overlap49.26%
395 shared holdings
SIZE expense0.00%
Unknown
IVE expense0.00%
Unknown
Data date2026-05-01
2026-05-01
Shared top holdings
Overlap uses the smaller fund weight for each shared holding.
WDCWESTERN DIGITAL CORP
INTCINTEL CORPORATION CORP
SLBSLB NV
ADIANALOG DEVICES INC
TXNTEXAS INSTRUMENT INC
FDXFEDEX CORP
Interpretation
Should you own both SIZE and IVE?
SIZE and IVE share 395 tracked holdings with 49.26% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.
Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.