Guardfolio Research · ETF Overlap
VUG vs VYM Overlap: 5.2% of Weight in Shared Holdings
VUG (Vanguard Growth) and VYM (Vanguard High Dividend Yield) overlap by 5.2% of weight through 1 shared top-10 holdings — including AVGO. Here is exactly which stocks duplicate, the sector picture, and whether holding both concentrates or diversifies your portfolio.
Overlap Summary
Bottom line
VUG and VYM barely overlap at the top — only 5.2% of weight in 1 shared name. For most purposes these behave as distinct exposures..
The Data
Exactly which stocks VUG and VYM share
The table below shows every holding that appears in both funds' top 10, with each fund's weight and the shared (minimum) weight that counts toward overlap.
| Holding | VUG weight | VYM weight | Shared (min) |
|---|---|---|---|
| Broadcom Inc. (AVGO) | 5.20% | 8.00% | 5.20% |
| Total shared top-10 weight | 5.2% | 8.0% | 5.2% |
Weights are approximate, based on the most recent quarterly holdings. The 5.2% figure is the sum of the lesser of each fund's weight per shared holding (the conservative top-10 method).
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Sector Picture
VUG vs VYM: sector exposure side by side
Two funds can share few holdings yet still concentrate the same sectors. Here is how the top sectors compare (45.0% combined sector overlap).
| Sector | VUG | VYM |
|---|---|---|
| Technology | 50.5% | 14.5% |
| Consumer Discretionary | 14.3% | 7.2% |
| Financial Services | 6.6% | 22.0% |
| Healthcare | 5.5% | 11.9% |
| Industrials | 5.5% | 12.4% |
| Communication Services | 10.7% | 2.8% |
The Verdict
Should you hold both VUG and VYM?
VUG and VYM barely overlap at the top — only 5.2% of weight in 1 shared name. For most purposes these behave as distinct exposures.
FAQ
VUG vs VYM overlap: common questions
How much do VUG and VYM overlap?
VUG (Vanguard Growth) and VYM (Vanguard High Dividend Yield) overlap by approximately 5.2% of weight based on their top-10 holdings, with 45.0% sector overlap. They share 1 top-10 holding: AVGO.
What stocks do VUG and VYM both hold?
Both VUG and VYM hold Broadcom Inc (AVGO) among their top positions. These shared names account for the 5.2% weight overlap.
Is it worth holding both VUG and VYM?
VUG and VYM barely overlap at the top — only 5.2% of weight in 1 shared name. For most purposes these behave as distinct exposures.
What is the difference between VUG and VYM?
VUG is a large-cap growth fund (US Large-Cap Growth, 0.04% expense ratio) and VYM is a dividend fund (US Dividend, 0.06% expense ratio). VUG's top 10 is 64.8% of the fund; VYM's is 25.5%.
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