DIVO vs VIG: Holdings Overlap
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
VIGVanguard Dividend Appreciation Index Fund
Vanguard · 332 holdings · $113.6B · as of 2026-04-30
Holdings snapshots are 30 days apart (DIVO: 2026-03-31, VIG: 2026-04-30). 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 VIG?
Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27 positions; Vanguard Dividend Appreciation Index Fund (VIG, by Vanguard) holds 332. They have 15 holdings in common, and by portfolio weight the two funds are 27.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 27.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 15DIVO holds 27 · VIG holds 332
- Weight in Shared Holdings
- DIVO 61%·VIG 27%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
12 of 27 positions (37.1% of the fund) are not held by VIG.
Sector Breakdown
| Sector | DIVO | VIG |
|---|---|---|
| Information Technology | 14.0% | 25.5% |
| Financials | 23.4% | 20.5% |
| Health Care | 8.9% | 16.4% |
| Industrials | 14.2% | 12.1% |
| Consumer Discretionary | 13.0% | 4.6% |
| Other Sectors | 20.1% | 20.3% |
| 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 VIG).
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% |
| VIG | +2.7% | +12.5% | +21.0% | +16.3% | +10.9% | +13.2% | 1.46% |
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 VIG →
Shared Holdings(15)
The top 10 shared positions account for 87% of the overlap, led by AAPL, MSFT and JPM.
 AAPLApple Inc. COM | 4.86% | 4.07% | 4.07% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 5.09% | 3.97% | 3.97% |
 JPMJPMorgan Chase & Co. COM | 5.01% | 3.59% | 3.59% |
 WMTWalmart Inc COM | 3.73% | 2.60% | 2.60% |
 VVisa, Inc., Class A | 4.28% | 2.33% | 2.33% |
 CATCaterpillar Inc COM | 5.04% | 1.87% | 1.87% |
 HDHome Depot, Inc. (The) | 4.23% | 1.47% | 1.47% |
 KOCoca-Cola Co (The) COM | 2.24% | 1.37% | 1.37% |
 MRKMerck & Co., Inc COM | 3.20% | 1.22% | 1.22% |
 GSGoldman Sachs Group, Inc. (The) | 5.10% | 1.19% | 1.19% |
 IBMInternational Business Machines Corp. COM | 4.00% | 0.97% | 0.97% |
 MCDMcDonald's Corp. COM | 4.06% | 0.94% | 0.94% |
 AMGNAmgen Inc. COM | 3.83% | 0.84% | 0.84% |
 CMECME Group, Inc., Class A | 4.19% | 0.47% | 0.47% |
 MDTMedtronic PLC USD0.0001 | 1.82% | 0.47% | 0.47% |
Frequently Asked Questions
How much do DIVO and VIG overlap?
DIVO and VIG overlap by 27.4% of portfolio weight. They share 15 holdings (DIVO holds 27 positions and VIG holds 332), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DIVO and VIG?
The two portfolios are 27.4% 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 VIG?
The largest positions held by both funds are AAPL, MSFT, JPM, WMT and V. Together the top 10 shared positions account for 87% of the total overlap.
What does DIVO own that VIG doesn't?
12 positions (37.1% of DIVO) are unique to DIVO, led by RTX, AXP and CVX. In the other direction, 317 positions (72.0% of VIG) are unique to VIG.