VYM vs XLG: Holdings Overlap
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
Invesco · 51 holdings · $10.7B · as of 2026-04-30
How similar are VYM and XLG?
Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608 positions; Invesco S&P 500 Top 50 ETF (XLG, by Invesco) holds 51. They have 28 holdings in common, and by portfolio weight the two funds are 27.7% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 27.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 28VYM holds 608 · XLG holds 51
- Weight in Shared Holdings
- VYM 43%·XLG 28%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
580 of 608 positions (56.3% of the fund) are not held by XLG. Showing the top 30 by weight.
Sector Breakdown
| Sector | VYM | XLG |
|---|---|---|
| Information Technology | 16.7% | 43.7% |
| Financials | 20.6% | 9.6% |
| Communication Services | 3.5% | 17.0% |
| Industrials | 12.7% | 1.9% |
| Health Care | 12.1% | 7.0% |
| Other Sectors | 33.8% | 20.4% |
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% |
| XLG | +3.7% | +7.2% | +17.9% | +22.2% | +14.3% | +16.6% | 0.63% |
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 XLG →
Shared Holdings(28)
The top 10 shared positions account for 59% of the overlap, led by AVGO, JPM and XOM.
 AVGOBroadcom Inc COM | 8.03% | 4.83% | 4.83% |
|---|---|---|---|
 JPMJPMorgan Chase & Co. COM | 3.34% | 2.27% | 2.27% |
 XOMExxon Mobil Corp. COM | 2.72% | 1.73% | 1.73% |
 JNJJohnson & Johnson COM | 2.30% | 1.49% | 1.49% |
 CATCaterpillar Inc COM | 1.72% | 1.11% | 1.11% |
 ABBVAbbVie Inc. COM | 1.56% | 1.00% | 1.00% |
 CVXChevron Corp. COM | 1.51% | 0.97% | 0.97% |
 CSCOCisco Systems, Inc. COM | 1.52% | 0.97% | 0.97% |
 BACBank of America Corp. COM | 1.44% | 0.95% | 0.95% |
 PGThe Procter & Gamble Co. COM | 1.44% | 0.92% | 0.92% |
 UNHUnitedHealth Group Inc. COM | 1.40% | 0.90% | 0.90% |
 HDHome Depot, Inc. (The) | 1.36% | 0.88% | 0.88% |
 KOCoca-Cola Co (The) COM | 1.28% | 0.82% | 0.82% |
 GSGoldman Sachs Group, Inc. (The) | 1.07% | 0.74% | 0.74% |
 ORCLOracle Corp. COM | 1.13% | 0.74% | 0.74% |
 MRKMerck & Co., Inc COM | 1.13% | 0.73% | 0.73% |
 PMPhilip Morris International Inc. COM | 1.07% | 0.69% | 0.69% |
 TXNTexas Instruments Inc. COM | 1.06% | 0.69% | 0.69% |
 WFCWells Fargo & Co. COM | 1.06% | 0.68% | 0.68% |
 LINLinde PLC COM EUR0.001 | 0.98% | 0.63% | 0.63% |
 PEPPepsico Inc COM | 0.90% | 0.58% | 0.58% |
 IBMInternational Business Machines Corp. COM | 0.89% | 0.58% | 0.58% |
 MCDMcDonald's Corp. COM | 0.87% | 0.56% | 0.56% |
 VZVerizon Communications Inc. COM | 0.84% | 0.54% | 0.54% |
 DISWalt Disney Company COM | 0.77% | 0.49% | 0.49% |
Frequently Asked Questions
How much do VYM and XLG overlap?
VYM and XLG overlap by 27.7% of portfolio weight. They share 28 holdings (VYM holds 608 positions and XLG holds 51), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VYM and XLG?
The two portfolios are 27.7% 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 VYM and XLG?
The largest positions held by both funds are AVGO, JPM, XOM, JNJ and CAT. Together the top 10 shared positions account for 59% of the total overlap.
What does VYM own that XLG doesn't?
580 positions (56.3% of VYM) are unique to VYM, led by RTX, MS and C. In the other direction, 23 positions (71.8% of XLG) are unique to XLG.