VYM vs DGRO: Holdings Overlap
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
DGROiShares Core Dividend Growth ETF
iShares · 394 holdings · $43.4B · as of 2026-04-30
How similar are VYM and DGRO?
Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608 positions; iShares Core Dividend Growth ETF (DGRO, by iShares) holds 394. They have 266 holdings in common, and by portfolio weight the two funds are 63.8% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 63.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 266VYM holds 608 · DGRO holds 394
- Weight in Shared Holdings
- VYM 74%·DGRO 81%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 VYM
342 of 608 positions (25.7% of the fund) are not held by DGRO. Showing the top 30 by weight.
Sector Breakdown
| Sector | VYM | DGRO |
|---|---|---|
| Financials | 20.6% | 21.1% |
| Information Technology | 16.7% | 18.5% |
| Health Care | 12.1% | 16.4% |
| Industrials | 12.7% | 11.5% |
| Consumer Staples | 8.1% | 11.5% |
| Other Sectors | 29.2% | 20.8% |
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 |
|---|---|---|---|---|---|---|---|
| VYM | +3.1% | +16.8% | +26.1% | +18.1% | +12.5% | +11.9% | 2.19% |
| DGRO | +2.4% | +15.5% | +25.2% | +17.4% | +11.3% | +13.6% | 1.86% |
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 VYM vs DGRO →
Shared Holdings(266)
The top 10 shared positions account for 31% of the overlap, led by AVGO, JPM and XOM.
 AVGOBroadcom Inc COM | 8.03% | 3.25% | 3.25% |
|---|---|---|---|
 JPMJPMorgan Chase & Co. COM | 3.34% | 3.04% | 3.04% |
 XOMExxon Mobil Corp. COM | 2.72% | 2.90% | 2.72% |
 JNJJohnson & Johnson COM | 2.30% | 2.64% | 2.30% |
 ABBVAbbVie Inc. COM | 1.56% | 2.52% | 1.56% |
 CSCOCisco Systems, Inc. COM | 1.52% | 1.73% | 1.52% |
 BACBank of America Corp. COM | 1.44% | 1.83% | 1.44% |
 PGThe Procter & Gamble Co. COM | 1.44% | 2.07% | 1.44% |
 UNHUnitedHealth Group Inc. COM | 1.40% | 2.31% | 1.40% |
 HDHome Depot, Inc. (The) | 1.36% | 1.89% | 1.36% |
 KOCoca-Cola Co (The) COM | 1.28% | 1.79% | 1.28% |
 MRKMerck & Co., Inc COM | 1.13% | 1.75% | 1.13% |
 GSGoldman Sachs Group, Inc. (The) | 1.07% | 1.18% | 1.07% |
 PMPhilip Morris International Inc. COM | 1.07% | 1.94% | 1.07% |
 WFCWells Fargo & Co. COM | 1.06% | 1.29% | 1.06% |
 PEPPepsico Inc COM | 0.90% | 1.70% | 0.90% |
 MSMorgan Stanley COM NEW | 0.90% | 1.28% | 0.90% |
 IBMInternational Business Machines Corp. COM | 0.89% | 1.27% | 0.89% |
 CCitigroup Inc. COM NEW | 0.88% | 1.12% | 0.88% |
 MCDMcDonald's Corp. COM | 0.87% | 1.04% | 0.87% |
 NEENextEra Energy Inc COM | 0.85% | 1.23% | 0.85% |
 ORCLOracle Corp. COM | 1.13% | 0.80% | 0.80% |
 QCOMQUALCOMM Inc. COM | 0.80% | 1.10% | 0.80% |
 CATCaterpillar Inc COM | 1.72% | 0.79% | 0.79% |
 AMGNAmgen Inc. COM | 0.71% | 1.11% | 0.71% |
Showing the top 250 of 266 shared holdings by overlap weight.
Frequently Asked Questions
How much do VYM and DGRO overlap?
VYM and DGRO overlap by 63.8% of portfolio weight. They share 266 holdings (VYM holds 608 positions and DGRO holds 394), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VYM and DGRO?
The two portfolios are 63.8% 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 VYM and DGRO?
The largest positions held by both funds are AVGO, JPM, XOM, JNJ and ABBV. Together the top 10 shared positions account for 31% of the total overlap.
What does VYM own that DGRO doesn't?
342 positions (25.7% of VYM) are unique to VYM, led by CVX, TXN and VZ. In the other direction, 128 positions (18.9% of DGRO) are unique to DGRO.