VIG vs VYM ETF holdings comparison

Vanguard Dividend Appreciation ETF (VIG) · Vanguard High Dividend Yield ETF (VYM)

VIG and VYM overlap by 60.6% by portfolio weight. The remaining 39.4 percentage points are not counted as shared holdings weight by this calculation. They share 209 stocks; the largest shared position is Broadcom Inc (AVGO), contributing 5.18% to the overlap.

What this means

VIG and VYM share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.

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.

This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.

Top shared holdings

CompanyTickerin VIGin VYM
Broadcom Inc AVGO 5.18% 8.03%
JPMorgan Chase & Co JPM 3.59% 3.34%
Exxon Mobil Corp XOM 2.90% 2.72%
Johnson & Johnson JNJ 2.49% 2.30%
Caterpillar Inc CAT 1.87% 1.72%
AbbVie Inc ABBV 1.68% 1.56%
Cisco Systems Inc CSCO 1.63% 1.52%
Bank of America Corp BAC 1.57% 1.44%
Procter & Gamble Co/The PG 1.54% 1.44%
UnitedHealth Group Inc UNH 1.51% 1.40%

Holdings only in VIG or VYM

VIG has 123 fund-only positions representing approximately 34.2 percentage points of reported exposure; VYM has 399 fund-only positions representing approximately 36.1 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.

Largest positions only in VIG

CompanyTickerWeight
Apple IncAAPL4.07%
Microsoft CorpMSFT3.97%
Eli Lilly & CoLLY3.34%
Walmart IncWMT2.60%
Visa IncV2.33%
Costco Wholesale CorpCOST2.03%
Mastercard IncMA1.84%
Lam Research CorpLRCX1.45%
KLA CorpKLAC1.03%
Amphenol CorpAPH0.82%

Largest positions only in VYM

CompanyTickerWeight
Chevron CorpCVX1.51%
Philip Morris International IncPM1.07%
Wells Fargo & CoWFC1.06%
RTX CorpRTX0.98%
Citigroup IncC0.88%
Verizon Communications IncVZ0.84%
Walt Disney Co/TheDIS0.77%
AT&T IncT0.75%
ConocoPhillipsCOP0.65%
Pfizer IncPFE0.63%

FAQ

How much do VIG and VYM overlap?

VIG and VYM have 60.6% overlap by weight, sharing 209 equity positions (out of 332 in VIG and 608 in VYM). The official holdings files used are dated 2026-04-30 for VIG and 2026-04-30 for VYM.

What does 60.6% overlap mean?

VIG and VYM share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.

Which stocks do VIG and VYM both hold?

The largest shared positions are Broadcom Inc, JPMorgan Chase & Co, Exxon Mobil Corp, Johnson & Johnson, Caterpillar Inc. The top shared holdings with weights in each fund are shown on this page.

What holdings are different between VIG and VYM?

VIG has 123 positions not found in VYM, while VYM has 399 positions not found in VIG. The largest fund-only positions and their weights are shown on this page.

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