VYM vs XLC: how much do they overlap?
Vanguard High Dividend Yield ETF (VYM) · Communication Services Select Sector SPDR ETF (XLC)
overlap by weight · 8 shared holdings
VYM: 608 holdings (as of 2026-04-30) · XLC: 23 holdings (as of 09-Jul-2026)
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
VYM and XLC 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
| Company | Ticker | in VYM | in XLC |
|---|---|---|---|
| Verizon Communications Inc | VZ | 0.84% | 4.14% |
| Walt Disney Co/The | DIS | 0.77% | 4.28% |
| AT&T Inc | T | 0.75% | 4.18% |
| Comcast Corp | CMCSA | 0.41% | 4.24% |
| T-Mobile US Inc | TMUS | 0.39% | 4.58% |
| Omnicom Group Inc | OMC | 0.1% | 4.16% |
| Fox Corp | FOXA | 0.05% | 1.94% |
| Fox Corp | FOX | 0.04% | 1.22% |
FAQ
How much do VYM and XLC overlap?
VYM and XLC have a 3.4% overlap by weight, sharing 8 holdings (out of 608 in VYM and 23 in XLC), based on official issuer holdings as of 2026-04-30.
What does 3.4% overlap mean?
VYM and XLC hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do VYM and XLC both hold?
The largest shared positions are Verizon Communications Inc, Walt Disney Co/The, AT&T Inc, Comcast Corp, T-Mobile US Inc. The full list of top shared holdings with weights in each fund is shown on this page.