ETF and Mutual Fund Analysis

Holdings as of September 30, 2025 (IVV) and March 31, 2026 (VIIIX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IVV vs VIIIX Holdings as of September 30, 2025 (IVV) and March 31, 2026 (VIIIX)

IVV vs VIIIX: Portfolio Overlap

iShares Core S&P 500 ETF vs Vanguard Institutional Index Fund

88.9%
Weighted portfolio overlap
Very High Overlap

The two portfolios are structurally near-identical: most of the weight sits in the same stocks, so holding both concentrates rather than spreads capital. The tier describes what the data shows, not what to do about it.

IVV
503 equity holdings
as of September 30, 2025
VIIIX
503 equity holdings
as of March 31, 2026
466 stocks held in common
Overlap View Venn Diagram
88.9% OVERLAP IVV VIIIX
Overlapping Holdings
10 Top 10 of 466 shared, by overlap contribution
# Stock IVV VIIIX Overlap%
1
NVDA
 7.98% 7.60% 7.60%
2
AAPL
 6.62% 6.68% 6.62%
3
MSFT
 6.75% 4.93% 4.93%
4
AMZN
 3.74% 3.65% 3.65%
5
AVGO
 2.72% 2.63% 2.63%
6
GOOGL
 2.48% 3.00% 2.48%
7
META
 2.79% 2.24% 2.24%
8
GOOG
 1.99% 2.40% 1.99%
9
TSLA
 2.19% 1.87% 1.87%
10
BRK.B
 1.62% 1.57% 1.57%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IVV — iShares Core S&P 500 ETF
StockWeight
Linde PLC0.39%
Accenture PLC0.27%
Eaton Corp PLC0.26%
Medtronic PLC0.21%
Chubb Ltd0.18%
Only in VIIIX — VANGUARD INSTITUTIONAL INDEX FUND
StockWeight
LIN0.41%
ETN0.25%
ACN0.22%
CB0.21%
MDT0.20%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between IVV and VIIIX?

IVV (iShares Core S&P 500 ETF) and VIIIX (Vanguard Institutional Index Fund) share 88.9% portfolio overlap as of IVV's September 30, 2025 filing and VIIIX's March 31, 2026 filing, across 466 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IVV and VIIIX invest in the same stocks?

Almost entirely. These funds hold nearly identical portfolios and offer little differentiation between them.

What are the top stocks held by both IVV and VIIIX?

The most prominent shared holdings (by combined weight) are: NVDA, AAPL, MSFT. See the full common-holdings table on this page for weights in each fund.

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