Guardfolio Research · ETF Overlap
VYM vs VIG Overlap: 13.5% of Weight in Shared Holdings
VYM (Vanguard High Dividend Yield) and VIG (Vanguard Dividend Appreciation) overlap by 13.5% of weight through 4 shared top-10 holdings — including AVGO, JPM, XOM, JNJ. Here is exactly which stocks duplicate, the sector picture, and whether holding both concentrates or diversifies your portfolio.
Overlap Summary
Bottom line
VYM and VIG have moderate, manageable overlap — about 13.5% of top-10 weight across 4 shared names. There is some double-up on the largest holdings, but the funds still pull in meaningfully different directions..
The Data
Exactly which stocks VYM and VIG 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 | VIG weight | Shared (min) |
|---|---|---|---|
| Broadcom Inc. (AVGO) | 8.00% | 5.16% | 5.16% |
| JPMorgan Chase & Co. (JPM) | 3.33% | 3.57% | 3.33% |
| Exxon Mobil Corp. (XOM) | 2.71% | 2.89% | 2.71% |
| Johnson & Johnson (JNJ) | 2.30% | 2.48% | 2.30% |
| Total shared top-10 weight | 16.3% | 14.1% | 13.5% |
Weights are approximate, based on the most recent quarterly holdings. The 13.5% 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 VIG: sector exposure side by side
Two funds can share few holdings yet still concentrate the same sectors. Here is how the top sectors compare (84.0% combined sector overlap).
| Sector | VYM | VIG |
|---|---|---|
| Financial Services | 22.0% | 22.5% |
| Technology | 14.5% | 26.5% |
| Healthcare | 11.9% | 14.5% |
| Industrials | 12.4% | 11.5% |
| Consumer Staples | 11.8% | 10.1% |
| Consumer Discretionary | 7.2% | 5.3% |
The Verdict
Should you hold both VYM and VIG?
VYM and VIG have moderate, manageable overlap — about 13.5% of top-10 weight across 4 shared names. There is some double-up on the largest holdings, but the funds still pull in meaningfully different directions.
FAQ
VYM vs VIG overlap: common questions
How much do VYM and VIG overlap?
VYM (Vanguard High Dividend Yield) and VIG (Vanguard Dividend Appreciation) overlap by approximately 13.5% of weight based on their top-10 holdings, with 84.0% sector overlap. They share 4 top-10 holdings: AVGO, JPM, XOM, JNJ.
What stocks do VYM and VIG both hold?
Both VYM and VIG hold Broadcom Inc (AVGO), JPMorgan Chase & Co (JPM), Exxon Mobil Corp (XOM), Johnson & Johnson (JNJ) among their top positions. These shared names account for the 13.5% weight overlap.
Is it worth holding both VYM and VIG?
VYM and VIG have moderate, manageable overlap — about 13.5% of top-10 weight across 4 shared names. There is some double-up on the largest holdings, but the funds still pull in meaningfully different directions.
What is the difference between VYM and VIG?
VYM is a dividend fund (US Dividend, 0.06% expense ratio) and VIG is a dividend fund (US Dividend, 0.05% expense ratio). VYM's top 10 is 25.5% of the fund; VIG's is 32.4%.
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