ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > VIG vs VYM Holdings as of April 30, 2026

VIG vs VYM: Portfolio Overlap

Vanguard Dividend Appreciation Index Fund vs Vanguard High Dividend Yield Index Fund

60.9%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

VIG
332 equity holdings
as of April 30, 2026
VYM
608 equity holdings
as of April 30, 2026
209 stocks held in common
Overlap View Venn Diagram
60.9% OVERLAP VIG VYM
Overlapping Holdings
10 Top 10 of 209 shared, by overlap contribution
# Stock VIG VYM Overlap%
1
AVGO
5.21% 8.07% 5.21%
2
JPM
3.61% 3.36% 3.36%
3
XOM
2.92% 2.73% 2.73%
4
JNJ
2.51% 2.31% 2.31%
5
CAT
1.88% 1.72% 1.72%
6
ABBV
1.69% 1.57% 1.57%
7
CSCO
1.64% 1.52% 1.52%
8
BAC
1.58% 1.45% 1.45%
9
PG
1.55% 1.45% 1.45%
10
UNH
1.52% 1.41% 1.41%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in VIG — VANGUARD DIVIDEND APPRECIATION INDEX FUND
StockWeight
AAPL4.10%
MSFT3.99%
LLY3.36%
WMT2.62%
V2.34%
Only in VYM — VANGUARD HIGH DIVIDEND YIELD INDEX FUND
StockWeight
CVX1.52%
PM1.08%
WFC1.07%
RTX0.99%
C0.89%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between VIG and VYM?

VIG (Vanguard Dividend Appreciation Index Fund) and VYM (Vanguard High Dividend Yield Index Fund) share 60.9% portfolio overlap as of their April 30, 2026 filings, across 209 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do VIG and VYM invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both VIG and VYM?

The most prominent shared holdings (by combined weight) are: AVGO, JPM, XOM. See the full common-holdings table on this page for weights in each fund.