VYM vs DGRW: Holdings Overlap
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
DGRWWisdomTree U.S. Quality Dividend Growth Fund
WisdomTree · 198 holdings · $17.2B · as of 2026-03-31
Holdings snapshots are 30 days apart (VYM: 2026-04-30, DGRW: 2026-03-31). 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 VYM and DGRW?
Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608 positions; WisdomTree U.S. Quality Dividend Growth Fund (DGRW, by WisdomTree) holds 198. They have 111 holdings in common, and by portfolio weight the two funds are 34.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 34.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 111VYM holds 608 · DGRW holds 198
- Weight in Shared Holdings
- VYM 45%·DGRW 52%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
497 of 608 positions (54.2% of the fund) are not held by DGRW. Showing the top 30 by weight.
Sector Breakdown
| Sector | VYM | DGRW |
|---|---|---|
| Information Technology | 16.7% | 28.5% |
| Financials | 20.6% | 9.1% |
| Health Care | 12.1% | 13.8% |
| Communication Services | 3.5% | 12.9% |
| Industrials | 12.7% | 10.3% |
| Other Sectors | 33.8% | 25.3% |
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% |
| DGRW | +3.9% | +12.6% | +18.6% | +15.8% | +12.2% | +14.1% | 1.23% |
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 DGRW →
Shared Holdings(111)
The top 10 shared positions account for 49% of the overlap, led by XOM, JNJ and AVGO.
 XOMExxon Mobil Corp. COM | 2.72% | 3.50% | 2.72% |
|---|---|---|---|
 JNJJohnson & Johnson COM | 2.30% | 2.43% | 2.30% |
 AVGOBroadcom Inc COM | 8.03% | 2.07% | 2.07% |
 ABBVAbbVie Inc. COM | 1.56% | 1.93% | 1.56% |
 CVXChevron Corp. COM | 1.51% | 1.87% | 1.51% |
 PGThe Procter & Gamble Co. COM | 1.44% | 1.51% | 1.44% |
 UNHUnitedHealth Group Inc. COM | 1.40% | 2.05% | 1.40% |
 HDHome Depot, Inc. (The) | 1.36% | 2.83% | 1.36% |
 CATCaterpillar Inc COM | 1.72% | 1.29% | 1.29% |
 KOCoca-Cola Co (The) COM | 1.28% | 2.95% | 1.28% |
 ORCLOracle Corp. COM | 1.13% | 2.54% | 1.13% |
 MRKMerck & Co., Inc COM | 1.13% | 1.20% | 1.13% |
 CSCOCisco Systems, Inc. COM | 1.52% | 1.03% | 1.03% |
 BACBank of America Corp. COM | 1.44% | 0.91% | 0.91% |
 IBMInternational Business Machines Corp. COM | 0.89% | 1.04% | 0.89% |
 MCDMcDonald's Corp. COM | 0.87% | 1.95% | 0.87% |
 VZVerizon Communications Inc. COM | 0.84% | 1.46% | 0.84% |
 ADIAnalog Devices Inc. COM | 0.82% | 0.86% | 0.82% |
 TAT&T Inc COM | 0.75% | 1.21% | 0.75% |
 GILDGilead Sciences Inc. COM | 0.68% | 1.52% | 0.68% |
 ABTAbbott Laboratories COM | 0.65% | 1.43% | 0.65% |
 NEMNewmont Corporation COM | 0.51% | 0.88% | 0.51% |
 TMUST-Mobile US Inc COM | 0.39% | 1.99% | 0.39% |
 CMICummins Inc. COM | 0.38% | 0.63% | 0.38% |
 FDXFedEx Corporation COM | 0.36% | 0.74% | 0.36% |
Frequently Asked Questions
How much do VYM and DGRW overlap?
VYM and DGRW overlap by 34.4% of portfolio weight. They share 111 holdings (VYM holds 608 positions and DGRW holds 198), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VYM and DGRW?
The two portfolios are 34.4% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of VYM and DGRW?
The largest positions held by both funds are XOM, JNJ, AVGO, ABBV and CVX. Together the top 10 shared positions account for 49% of the total overlap.
What does VYM own that DGRW doesn't?
497 positions (54.2% of VYM) are unique to VYM, led by JPM, GS and PM. In the other direction, 87 positions (47.7% of DGRW) are unique to DGRW.