IVV vs JGLO: Holdings Overlap
iShares · 503 holdings · $901.0B · as of 2026-03-31
JGLOJPMorgan Global Select Equity ETF
JPMorgan · 75 holdings · $6.8B · as of 2026-04-30
Holdings snapshots are 30 days apart (IVV: 2026-03-31, JGLO: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IVV and JGLO?
iShares Core S&P 500 ETF (IVV, by iShares) holds 503 positions; JPMorgan Global Select Equity ETF (JGLO, by JPMorgan) holds 75. They have 50 holdings in common, and by portfolio weight the two funds are 39.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 39.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 50IVV holds 503 · JGLO holds 75
- Weight in Shared Holdings
- IVV 46%·JGLO 74%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IVV
453 of 503 positions (54.1% of the fund) are not held by JGLO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IVV | JGLO |
|---|---|---|
| Information Technology | 32.6% | 27.3% |
| Financials | 12.6% | 19.3% |
| Consumer Discretionary | 9.8% | 15.5% |
| Communication Services | 10.5% | 8.3% |
| Health Care | 9.4% | 8.5% |
| Other Sectors | 24.8% | 20.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
| JGLO | +4.0% | +10.0% | +15.2% | — | — | — | 1.09% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IVV vs JGLO →
Shared Holdings(50)
The top 10 shared positions account for 74% of the overlap, led by NVDA, MSFT and AMZN.
 NVDANVIDIA Corp. | 7.56% | 7.99% | 7.56% |
|---|---|---|---|
 MSFTMicrosoft Corp. | 4.91% | 4.16% | 4.16% |
 AMZNAmazon.com, Inc. | 3.63% | 5.19% | 3.63% |
 AAPLApple, Inc. | 6.65% | 3.04% | 3.04% |
 GOOGLAlphabet, Inc., Class A | 2.99% | 2.76% | 2.76% |
 AVGOBroadcom, Inc. | 2.62% | 3.50% | 2.62% |
 METAMeta Platforms, Inc., Class A | 2.23% | 3.11% | 2.23% |
 XOMExxon Mobil Corp. | 1.27% | 1.22% | 1.22% |
 JNJJohnson & Johnson | 1.05% | 1.66% | 1.05% |
 WMTWalmart, Inc. | 0.97% | 1.43% | 0.97% |
 MAMastercard, Inc., Class A | 0.73% | 3.34% | 0.73% |
 ABBVAbbVie, Inc. | 0.69% | 1.60% | 0.69% |
 MUMicron Technology, Inc. | 0.68% | 1.02% | 0.68% |
 BACBank of America Corp. | 0.58% | 1.05% | 0.58% |
 TSLATesla, Inc. | 1.87% | 0.48% | 0.48% |
 WFCWells Fargo & Co. | 0.44% | 1.01% | 0.44% |
 UNHUnitedHealth Group, Inc. | 0.44% | 1.35% | 0.44% |
 MCDMcDonald's Corp. | 0.40% | 1.73% | 0.40% |
 PEPPepsiCo, Inc. | 0.38% | 1.04% | 0.38% |
 TAT&T, Inc. | 0.36% | 0.67% | 0.36% |
 MSMorgan Stanley | 0.35% | 1.05% | 0.35% |
 NEENextEra Energy, Inc. | 0.35% | 2.18% | 0.35% |
 DISWalt Disney Co. (The) | 0.30% | 1.33% | 0.30% |
 AXPAmerican Express Co. | 0.29% | 1.12% | 0.29% |
 SCHWCharles Schwab Corp. (The) | 0.28% | 1.13% | 0.28% |
Frequently Asked Questions
How much do IVV and JGLO overlap?
IVV and JGLO overlap by 39.4% of portfolio weight. They share 50 holdings (IVV holds 503 positions and JGLO holds 75), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVV and JGLO?
The two portfolios are 39.4% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IVV and JGLO?
The largest positions held by both funds are NVDA, MSFT, AMZN, AAPL and GOOGL. Together the top 10 shared positions account for 74% of the total overlap.
What does IVV own that JGLO doesn't?
453 positions (54.1% of IVV) are unique to IVV, led by GOOG, BRK-B and JPM. In the other direction, 25 positions (25.0% of JGLO) are unique to JGLO.