EFIV vs IVV: holdings overlap, shared companies and scores
As of October 9, 2026, EFIV and IVV overlap 61.0% by weight. State Street SPDR S&P 500 ESG ETF (EFIV): S&P 500 ESG stocks. iShares Core S&P 500 ETF (IVV): S&P 500 index.
Updated October 9, 2026
Where EFIV and IVV trade against their own history
EFIV trades at 23.5 times earnings, against its own median of 25.8, and is cheaper than 72% of its own last 6 years.
IVV trades at 24.8 times earnings, against its own median of 22.7, and is more expensive than 62% of its own last 9 years.
What moved EFIV and IVV this week
EFIV rose 0.9% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Alphabet (+2.4%) and Visa (+6.9%); Nvidia (−2.0%) pushed the other way.
IVV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do EFIV and IVV each hold?
What's inside EFIV: Tech 49%, Magnificent 7 32%.
43% of EFIV is its ten largest holdings.
What's inside IVV: Tech 46%, Magnificent 7 35%.
39% of IVV is its ten largest holdings.
How much do EFIV and IVV overlap? 61.0% by weight
As of October 9, 2026, EFIV and IVV overlap 61.0% by weight.
100% of EFIV is already inside IVV.
61% of IVV is already inside EFIV.
EFIV holds 324 companies and IVV holds 506; 324 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score EFIV and IVV? 7.9 and 7.1 out of 10
As of October 9, 2026, ETF Copilot scores EFIV 7.9 out of 10 and IVV 7.1 out of 10.
They differ most on Value: EFIV 7.6 and IVV 3.0.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | EFIV | IVV |
|---|---|---|
| Growth | 8.1 | 7.7 |
| Value | 7.6 | 3.0 |
| Risk | 6.7 | 6.7 |
| Quality | 9.2 | 8.8 |
| Return | 7.8 | 8.1 |
IVV is the cheaper of the two at 0.03% a year
As of October 9, 2026, EFIV charges 0.10% a year, yields 0.98% and holds $1.0B in assets across 324 positions.
As of October 9, 2026, IVV charges 0.03% a year, yields 1.07% and holds $896.0B in assets across 506 positions.
| Measure | EFIV | IVV |
|---|---|---|
| Expense ratio | 0.10% | 0.03% |
| Dividend yield | 0.98% | 1.07% |
| Assets under management | $1.0B | $896.0B |
| Holdings | 324 | 506 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “EFIV vs IVV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/efiv-vs-ivv
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