IVW vs VYM: how much do they overlap?

iShares S&P 500 Growth ETF (IVW) · Vanguard High Dividend Yield ETF (VYM)

18.2%

overlap by weight · 42 shared holdings

IVW: 143 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.

Low overlap

What this means

IVW and VYM 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 IVWin VYM
Broadcom Inc AVGO 5.06% 8.03%
JPMorgan Chase & Co. JPM 1.86% 3.34%
Johnson & Johnson JNJ 1.2% 2.3%
Caterpillar Inc CAT 1.14% 1.72%
RTX Corp. RTX 0.89% 0.98%
AbbVie Inc. ABBV 0.61% 1.56%
Goldman Sachs Group, Inc. GS 0.57% 1.07%
Cisco Systems, Inc. CSCO 0.56% 1.52%
Philip Morris International Inc. PM 0.5% 1.07%
Oracle Corp. ORCL 0.45% 1.13%

FAQ

How much do IVW and VYM overlap?

IVW and VYM have a 18.2% overlap by weight, sharing 42 holdings (out of 143 in IVW and 608 in VYM), based on official issuer holdings as of 2026-03-31.

What does 18.2% overlap mean?

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

Which stocks do IVW and VYM both hold?

The largest shared positions are Broadcom Inc, JPMorgan Chase & Co., Johnson & Johnson, Caterpillar Inc, RTX Corp.. The full list of top shared holdings with weights in each fund is shown on this page.

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