Guardfolio Research · ETF Overlap
VYM vs ITOT Overlap: 2.9% of Weight in Shared Holdings
VYM (Vanguard High Dividend Yield) and ITOT (iShares Core S&P Total US Stock Market) overlap by 2.9% 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
VYM and ITOT barely overlap at the top — only 2.9% of weight in 1 shared name. For most purposes these behave as distinct exposures..
The Data
Exactly which stocks VYM and ITOT 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 | VYM weight | ITOT weight | Shared (min) |
|---|---|---|---|
| Broadcom Inc. (AVGO) | 8.00% | 2.88% | 2.88% |
| Total shared top-10 weight | 8.0% | 2.9% | 2.9% |
Weights are approximate, based on the most recent quarterly holdings. The 2.9% 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
VYM vs ITOT: sector exposure side by side
Two funds can share few holdings yet still concentrate the same sectors. Here is how the top sectors compare (69.0% combined sector overlap).
| Sector | VYM | ITOT |
|---|---|---|
| Technology | 14.5% | 32.2% |
| Financial Services | 22.0% | 12.8% |
| Industrials | 12.4% | 9.6% |
| Healthcare | 11.9% | 9.1% |
| Consumer Discretionary | 7.2% | 10.5% |
| Consumer Staples | 11.8% | 5.0% |
The Verdict
Should you hold both VYM and ITOT?
VYM and ITOT barely overlap at the top — only 2.9% of weight in 1 shared name. For most purposes these behave as distinct exposures.
FAQ
VYM vs ITOT overlap: common questions
How much do VYM and ITOT overlap?
VYM (Vanguard High Dividend Yield) and ITOT (iShares Core S&P Total US Stock Market) overlap by approximately 2.9% of weight based on their top-10 holdings, with 69.0% sector overlap. They share 1 top-10 holding: AVGO.
What stocks do VYM and ITOT both hold?
Both VYM and ITOT hold Broadcom Inc (AVGO) among their top positions. These shared names account for the 2.9% weight overlap.
Is it worth holding both VYM and ITOT?
VYM and ITOT barely overlap at the top — only 2.9% of weight in 1 shared name. For most purposes these behave as distinct exposures.
What is the difference between VYM and ITOT?
VYM is a dividend fund (US Dividend, 0.06% expense ratio) and ITOT is a total US market fund (US Total Market, 0.03% expense ratio). VYM's top 10 is 25.5% of the fund; ITOT's is 35.2%.
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