IVE vs VYM: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Vanguard High Dividend Yield ETF (VYM)
overlap by weight · 246 shared holdings
IVE: 439 holdings (as of 2026-03-31) · VYM: 608 holdings (as of 2026-04-30)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
IVE and VYM share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
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
| Company | Ticker | in IVE | in VYM |
|---|---|---|---|
| Exxon Mobil Corp. | XOM | 2.62% | 2.72% |
| CHEVRON CORP | CVX | 1.44% | 1.51% |
| The Procter & Gamble Co. | PG | 1.24% | 1.44% |
| Home Depot Inc. | HD | 1.21% | 1.36% |
| Bank of America Corp. | BAC | 1.2% | 1.44% |
| Merck & Co., Inc | MRK | 1.11% | 1.13% |
| JPMorgan Chase & Co. | JPM | 0.94% | 3.34% |
| Wells Fargo & Co. | WFC | 0.91% | 1.06% |
| UnitedHealth Group Inc. | UNH | 0.91% | 1.4% |
| Johnson & Johnson | JNJ | 0.89% | 2.3% |
FAQ
How much do IVE and VYM overlap?
IVE and VYM have a 58.1% overlap by weight, sharing 246 holdings (out of 439 in IVE and 608 in VYM), based on official issuer holdings as of 2026-03-31.
What does 58.1% overlap mean?
IVE and VYM share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do IVE and VYM both hold?
The largest shared positions are Exxon Mobil Corp., CHEVRON CORP, The Procter & Gamble Co., Home Depot Inc., Bank of America Corp.. The full list of top shared holdings with weights in each fund is shown on this page.