DVY vs IJH: how much do they overlap?

iShares Select Dividend ETF (DVY) · iShares Core S&P Mid-Cap ETF (IJH)

5.4%

overlap by weight · 25 shared holdings

DVY: 100 holdings (as of 2026-04-30) · IJH: 399 holdings (as of 2026-03-31)

Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.

Low overlap

What this means

DVY and IJH hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.

Top shared holdings

CompanyTickerin DVYin IJH
WATSCO INC WSO 1.09% 0.4%
FIDELITY NATIONAL FINANCIAL INC FNF 1.19% 0.37%
UNUM GROUP UNM 0.95% 0.35%
FIRST HORIZON CORP FHN 0.99% 0.34%
OGE ENERGY CORP OGE 0.84% 0.31%
HF SINCLAIR CORP DINO 0.82% 0.3%
OLD REPUBLIC INTERNATIONAL CORP ORI 0.77% 0.28%
CHORD ENERGY CORP CHRD 0.67% 0.25%
UGI CORP UGI 0.7% 0.24%
IDACORP INC IDA 0.67% 0.24%

FAQ

How much do DVY and IJH overlap?

DVY and IJH have a 5.4% overlap by weight, sharing 25 holdings (out of 100 in DVY and 399 in IJH), based on official issuer holdings as of 2026-04-30.

What does 5.4% overlap mean?

DVY and IJH hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do DVY and IJH both hold?

The largest shared positions are WATSCO INC, FIDELITY NATIONAL FINANCIAL INC, UNUM GROUP, FIRST HORIZON CORP, OGE ENERGY CORP. The full list of top shared holdings with weights in each fund is shown on this page.

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