Guardfolio Research · ETF Overlap
VYM vs IVV Overlap: 3.2% of Weight in Shared Holdings
VYM (Vanguard High Dividend Yield) and IVV (iShares Core S&P 500) overlap by 3.2% 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
VYM and IVV barely overlap at the top — only 3.2% of weight in 1 shared name. For most purposes these behave as distinct exposures..
The Data
Exactly which stocks VYM and IVV 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 | IVV weight | Shared (min) |
|---|---|---|---|
| Broadcom Inc. (AVGO) | 8.00% | 3.20% | 3.20% |
| Total shared top-10 weight | 8.0% | 3.2% | 3.2% |
Weights are approximate, based on the most recent quarterly holdings. The 3.2% 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
VYM vs IVV: sector exposure side by side
Two funds can share few holdings yet still concentrate the same sectors. Here is how the top sectors compare (67.0% combined sector overlap).
| Sector | VYM | IVV |
|---|---|---|
| Technology | 14.5% | 33.1% |
| Financial Services | 22.0% | 12.2% |
| Healthcare | 11.9% | 9.3% |
| Industrials | 12.4% | 8.6% |
| Consumer Discretionary | 7.2% | 10.4% |
| Consumer Staples | 11.8% | 5.5% |
The Verdict
Should you hold both VYM and IVV?
VYM and IVV barely overlap at the top — only 3.2% of weight in 1 shared name. For most purposes these behave as distinct exposures.
FAQ
VYM vs IVV overlap: common questions
How much do VYM and IVV overlap?
VYM (Vanguard High Dividend Yield) and IVV (iShares Core S&P 500) overlap by approximately 3.2% of weight based on their top-10 holdings, with 67.0% sector overlap. They share 1 top-10 holding: AVGO.
What stocks do VYM and IVV both hold?
Both VYM and IVV hold Broadcom Inc (AVGO) among their top positions. These shared names account for the 3.2% weight overlap.
Is it worth holding both VYM and IVV?
VYM and IVV barely overlap at the top — only 3.2% of weight in 1 shared name. For most purposes these behave as distinct exposures.
What is the difference between VYM and IVV?
VYM is a dividend fund (US Dividend, 0.06% expense ratio) and IVV is an S&P 500 fund (US Large-Cap Blend, 0.03% expense ratio). VYM's top 10 is 25.5% of the fund; IVV's is 38.4%.
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