IWD vs VYM: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · Vanguard High Dividend Yield ETF (VYM)
overlap by weight · 399 shared holdings
IWD: 866 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
IWD 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 IWD | in VYM |
|---|---|---|---|
| JPMORGAN CHASE & CO. | JPM | 2.63% | 3.34% |
| EXXON MOBIL CORPORATION | XOM | 2.36% | 2.72% |
| JOHNSON & JOHNSON | JNJ | 1.94% | 2.3% |
| CHEVRON CORPORATION | CVX | 1.28% | 1.51% |
| THE PROCTER & GAMBLE COMPANY | PG | 1.12% | 1.44% |
| CISCO SYSTEMS, INC. | CSCO | 1.02% | 1.52% |
| MERCK & CO., INC. | MRK | 0.98% | 1.13% |
| BANK OF AMERICA CORPORATION | BAC | 0.97% | 1.44% |
| CATERPILLAR INC. | CAT | 0.95% | 1.72% |
| RTX CORPORATION | RTX | 0.85% | 0.98% |
FAQ
How much do IWD and VYM overlap?
IWD and VYM have a 58.9% overlap by weight, sharing 399 holdings (out of 866 in IWD and 608 in VYM), based on official issuer holdings as of 2026-03-31.
What does 58.9% overlap mean?
IWD 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 IWD and VYM both hold?
The largest shared positions are JPMORGAN CHASE & CO., EXXON MOBIL CORPORATION, JOHNSON & JOHNSON, CHEVRON CORPORATION, THE PROCTER & GAMBLE COMPANY. The full list of top shared holdings with weights in each fund is shown on this page.