ILCB vs ILCV: holdings overlap, shared companies and scores

As of September 11, 2026, ILCB and ILCV overlap 68.6% by weight. iShares Morningstar U.S. Equity ETF (ILCB): U.S. large- and mid-cap stocks. iShares Morningstar Value ETF (ILCV): Large- and mid-cap value stocks.

Updated September 11, 2026

How much do ILCB and ILCV overlap?

As of September 11, 2026, ILCB and ILCV overlap 68.6% by weight.

72% of ILCB is already inside ILCV.

100% of ILCV is already inside ILCB.

ILCB holds 528 companies and ILCV holds 375; 374 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 ILCB and ILCV?

As of September 11, 2026, ETF Copilot scores ILCB 5.6 out of 10 and ILCV 4.4 out of 10.

They differ most on Valuation: ILCB 3.8 and ILCV 1.6.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

ILCB vs ILCV — ETF Copilot factor scores, 0–10
FactorILCBILCV
Growth3.00.9
Valuation3.81.6
Risk5.46.2
Quality8.57.3
Return7.56.8

ILCB is the cheaper of the two at 0.03% a year

As of September 11, 2026, ILCB charges 0.03% a year, yields 1.08% and holds $1.3B in assets across 528 positions.

As of September 11, 2026, ILCV charges 0.04% a year, yields 1.64% and holds $1.4B in assets across 375 positions.

ILCB vs ILCV — cost, income and size
MeasureILCBILCV
Expense ratio0.03%0.04%
Dividend yield1.08%1.64%
Assets under management$1.3B$1.4B
Holdings528375

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.

Where ILCB and ILCV trade against their own history

ILCB trades at 25.5 times earnings, against its own median of 23.2, and is more expensive than 79% of its own 67 monthly readings since 2021.

ILCV trades at 21.4 times earnings, against its own median of 18.3, and is more expensive than 90% of its own 67 monthly readings since 2021.

What moved ILCB and ILCV this week

ILCB fell 1.1% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Eli Lilly (−3.8%); Advanced Micro Devices (+13.1%) pushed the other way.

ILCV fell 1.4% in the week to September 11, 2026. The holdings that moved it most were Microsoft (−2.8%), Amgen (−15.0%) and Johnson & Johnson (−4.6%); Meta Platforms (+6.1%) pushed the other way.

What do ILCB and ILCV each hold?

What's inside ILCB: Tech 46%, Magnificent 7 33%.

37% of ILCB is its ten largest holdings.

What's inside ILCV: Tech 31%, Magnificent 7 26%.

35% of ILCV is its ten largest holdings.

Cite this

ETF Copilot, “ILCB vs ILCV holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/ilcb-vs-ilcv

  1. iShares Morningstar U.S. Equity ETF (ILCB)
  2. iShares Morningstar Value ETF (ILCV)

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