DIVO vs VFH: Holdings Overlap
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
VFHVanguard Financials Index Fund
Vanguard · 411 holdings · $13.9B · as of 2026-05-31
Holdings snapshots are 61 days apart (DIVO: 2026-03-31, VFH: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are DIVO and VFH?
Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27 positions; Vanguard Financials Index Fund (VFH, by Vanguard) holds 411. They have 5 holdings in common, and by portfolio weight the two funds are 16.0% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 16.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 5DIVO holds 27 · VFH holds 411
- Weight in Shared Holdings
- DIVO 23%·VFH 20%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DIVO
22 of 27 positions (74.4% of the fund) are not held by VFH.
Only in VFH
406 of 411 positions (76.2% of the fund) are not held by DIVO. Showing the top 30 by weight.
Sector Breakdown
| Sector | DIVO | VFH |
|---|---|---|
| Financials | 23.4% | 96.3% |
| Industrials | 14.2% | 0.0% |
| Information Technology | 14.0% | 0.0% |
| Consumer Discretionary | 13.0% | 0.0% |
| Health Care | 8.9% | 0.1% |
| Other Sectors | 20.1% | 0.0% |
| Unclassified | 4.4% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (4% of DIVO, 0% of VFH).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DIVO | +3.7% | +10.9% | +19.6% | +15.6% | +11.2% | — | 6.22% |
| VFH | +2.7% | +6.6% | +14.3% | +20.1% | +10.8% | +13.3% | 1.65% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DIVO vs VFH →
Shared Holdings(5)
The top 5 shared positions account for 100% of the overlap, led by JPM, V and GS.
Frequently Asked Questions
How much do DIVO and VFH overlap?
DIVO and VFH overlap by 16.0% of portfolio weight. They share 5 holdings (DIVO holds 27 positions and VFH holds 411), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DIVO and VFH?
The two portfolios are 16.0% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DIVO and VFH?
The largest positions held by both funds are JPM, V, GS, AXP and CME. Together the top 5 shared positions account for 100% of the total overlap.
What does DIVO own that VFH doesn't?
22 positions (74.4% of DIVO) are unique to DIVO, led by RTX, MSFT and CAT. In the other direction, 406 positions (76.2% of VFH) are unique to VFH.