VYM vs VIG: Holdings Overlap
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
VIGVanguard Dividend Appreciation Index Fund
Vanguard · 332 holdings · $113.6B · as of 2026-04-30
How similar are VYM and VIG?
Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608 positions; Vanguard Dividend Appreciation Index Fund (VIG, by Vanguard) holds 332. 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
- 209VYM holds 608 · VIG holds 332
- Weight in Shared Holdings
- VYM 63%·VIG 65%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
399 of 608 positions (36.0% of the fund) are not held by VIG. Showing the top 30 by weight.
Sector Breakdown
| Sector | VYM | VIG |
|---|---|---|
| Information Technology | 16.7% | 25.5% |
| Financials | 20.6% | 20.5% |
| Health Care | 12.1% | 16.4% |
| Industrials | 12.7% | 12.1% |
| Consumer Staples | 8.1% | 10.2% |
| Other Sectors | 29.2% | 14.7% |
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% |
| 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 VYM vs VIG →
Shared Holdings(209)
The top 10 shared positions account for 37% of the overlap, led by AVGO, JPM and XOM.
 AVGOBroadcom Inc COM | 8.03% | 5.18% | 5.18% |
|---|---|---|---|
 JPMJPMorgan Chase & Co. COM | 3.34% | 3.59% | 3.34% |
 XOMExxon Mobil Corp. COM | 2.72% | 2.90% | 2.72% |
 JNJJohnson & Johnson COM | 2.30% | 2.49% | 2.30% |
 CATCaterpillar Inc COM | 1.72% | 1.87% | 1.72% |
 ABBVAbbVie Inc. COM | 1.56% | 1.68% | 1.56% |
 CSCOCisco Systems, Inc. COM | 1.52% | 1.63% | 1.52% |
 BACBank of America Corp. COM | 1.44% | 1.57% | 1.44% |
 PGThe Procter & Gamble Co. COM | 1.44% | 1.54% | 1.44% |
 UNHUnitedHealth Group Inc. COM | 1.40% | 1.51% | 1.40% |
 HDHome Depot, Inc. (The) | 1.36% | 1.47% | 1.36% |
 KOCoca-Cola Co (The) COM | 1.28% | 1.37% | 1.28% |
 ORCLOracle Corp. COM | 1.13% | 1.23% | 1.13% |
 MRKMerck & Co., Inc COM | 1.13% | 1.22% | 1.13% |
 GSGoldman Sachs Group, Inc. (The) | 1.07% | 1.19% | 1.07% |
 TXNTexas Instruments Inc. COM | 1.06% | 1.15% | 1.06% |
 LINLinde PLC COM EUR0.001 | 0.98% | 1.05% | 0.98% |
 PEPPepsico Inc COM | 0.90% | 0.98% | 0.90% |
 MSMorgan Stanley COM NEW | 0.90% | 1.03% | 0.90% |
 IBMInternational Business Machines Corp. COM | 0.89% | 0.97% | 0.89% |
 MCDMcDonald's Corp. COM | 0.87% | 0.94% | 0.87% |
 NEENextEra Energy Inc COM | 0.85% | 0.92% | 0.85% |
 ADIAnalog Devices Inc. COM | 0.82% | 0.89% | 0.82% |
 QCOMQUALCOMM Inc. COM | 0.80% | 0.86% | 0.80% |
 AMGNAmgen Inc. COM | 0.71% | 0.84% | 0.71% |
Frequently Asked Questions
How much do VYM and VIG overlap?
VYM and VIG overlap by 60.6% of portfolio weight. They share 209 holdings (VYM holds 608 positions and VIG holds 332), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VYM and VIG?
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 VYM and VIG?
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 VYM own that VIG doesn't?
399 positions (36.0% of VYM) are unique to VYM, led by CVX, PM and WFC. In the other direction, 123 positions (34.2% of VIG) are unique to VIG.