VIG vs VYM: Holdings Overlap
VIGVanguard Dividend Appreciation Index Fund
Vanguard · 332 holdings · $113.6B · as of 2026-04-30
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
How similar are VIG and VYM?
Vanguard Dividend Appreciation Index Fund (VIG, by Vanguard) holds 332 positions; Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608. They have 209 holdings in common, and by portfolio weight the two funds are 60.6% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 60.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 209VIG holds 332 · VYM holds 608
- Weight in Shared Holdings
- VIG 65%·VYM 63%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 VIG
123 of 332 positions (34.2% of the fund) are not held by VYM. Showing the top 30 by weight.
Sector Breakdown
| Sector | VIG | VYM |
|---|---|---|
| Information Technology | 25.5% | 16.7% |
| Financials | 20.5% | 20.6% |
| Health Care | 16.4% | 12.1% |
| Industrials | 12.1% | 12.7% |
| Consumer Staples | 10.2% | 8.1% |
| Other Sectors | 14.7% | 29.2% |
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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| VIG | +2.7% | +12.5% | +21.0% | +16.3% | +10.9% | +13.2% | 1.46% |
| VYM | +3.1% | +16.8% | +26.1% | +18.1% | +12.5% | +11.9% | 2.19% |
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 VIG vs VYM →
Shared Holdings(209)
The top 10 shared positions account for 37% of the overlap, led by AVGO, JPM and XOM.
 AVGOBroadcom Inc COM | 5.18% | 8.03% | 5.18% |
|---|---|---|---|
 JPMJPMorgan Chase & Co. COM | 3.59% | 3.34% | 3.34% |
 XOMExxon Mobil Corp. COM | 2.90% | 2.72% | 2.72% |
 JNJJohnson & Johnson COM | 2.49% | 2.30% | 2.30% |
 CATCaterpillar Inc COM | 1.87% | 1.72% | 1.72% |
 ABBVAbbVie Inc. COM | 1.68% | 1.56% | 1.56% |
 CSCOCisco Systems, Inc. COM | 1.63% | 1.52% | 1.52% |
 BACBank of America Corp. COM | 1.57% | 1.44% | 1.44% |
 PGThe Procter & Gamble Co. COM | 1.54% | 1.44% | 1.44% |
 UNHUnitedHealth Group Inc. COM | 1.51% | 1.40% | 1.40% |
 HDHome Depot, Inc. (The) | 1.47% | 1.36% | 1.36% |
 KOCoca-Cola Co (The) COM | 1.37% | 1.28% | 1.28% |
 ORCLOracle Corp. COM | 1.23% | 1.13% | 1.13% |
 MRKMerck & Co., Inc COM | 1.22% | 1.13% | 1.13% |
 GSGoldman Sachs Group, Inc. (The) | 1.19% | 1.07% | 1.07% |
 TXNTexas Instruments Inc. COM | 1.15% | 1.06% | 1.06% |
 LINLinde PLC COM EUR0.001 | 1.05% | 0.98% | 0.98% |
 PEPPepsico Inc COM | 0.98% | 0.90% | 0.90% |
 MSMorgan Stanley COM NEW | 1.03% | 0.90% | 0.90% |
 IBMInternational Business Machines Corp. COM | 0.97% | 0.89% | 0.89% |
 MCDMcDonald's Corp. COM | 0.94% | 0.87% | 0.87% |
 NEENextEra Energy Inc COM | 0.92% | 0.85% | 0.85% |
 ADIAnalog Devices Inc. COM | 0.89% | 0.82% | 0.82% |
 QCOMQUALCOMM Inc. COM | 0.86% | 0.80% | 0.80% |
 AMGNAmgen Inc. COM | 0.84% | 0.71% | 0.71% |
Frequently Asked Questions
How much do VIG and VYM overlap?
VIG and VYM overlap by 60.6% of portfolio weight. They share 209 holdings (VIG holds 332 positions and VYM holds 608), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VIG and VYM?
The two portfolios are 60.6% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of VIG and VYM?
The largest positions held by both funds are AVGO, JPM, XOM, JNJ and CAT. Together the top 10 shared positions account for 37% of the total overlap.
What does VIG own that VYM doesn't?
123 positions (34.2% of VIG) are unique to VIG, led by AAPL, MSFT and LLY. In the other direction, 399 positions (36.0% of VYM) are unique to VYM.