DIA vs VYM: 23% overlap

SPDR Dow Jones Industrial Average ETF and Vanguard High Dividend Yield ETF share 22.8% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.8Effective Funds

You would hold two tickers and get the diversification of 1.8. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
22.8%
DIA expense ratio
0.16%
VYM expense ratio
0.04%

Top shared holdings

DIA and VYM hold 19 of the same securities. The ten contributing most to the overlap figure:

Holdingin DIAin VYMΔ
JPM4.0%3.4%0.6%
JNJ3.0%2.5%0.4%
CAT10.3%2.0%8.3%
UNH4.9%1.6%3.3%
HD3.7%1.5%2.3%
PG1.7%1.4%0.3%
MRK1.5%1.3%0.2%
CSCO1.3%1.9%0.6%
CVX2.2%1.3%1.0%
GS12.3%1.1%11.2%

Where DIA and VYM differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorDIAVYMΔ
Financials28.6%20.9%+7.7pp
Energy2.2%8.5%6.3pp
Utilities0.0%5.7%5.7pp
Industrials17.5%13.2%+4.2pp
Consumer Staples3.9%8.0%4.2pp
Consumer Discretionary9.9%6.4%+3.5pp
Communication Services4.7%3.1%+1.7pp
Information Technology15.9%16.7%0.8pp

Δ is DIA minus VYM, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in DIA
11 positions

33.8% of DIA by weight, held in no part of VYM.

Only in VYM
587 positions

76.2% of VYM by weight, held in no part of DIA.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

DIAVYM
Top 10 holdings56.2%26.0%
Positions held31606
Cost per $10,000 held, per year$16$4

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do DIA and VYM overlap?

DIA and VYM overlap 22.8% by portfolio weight — moderate overlap. They share 19 holdings. The figure comes from current issuer holdings files (DIA as of 2026-07-23, VYM as of 2026-06-30).

How is the overlap between DIA and VYM calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If DIA holds a stock at 6% and VYM holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both DIA and VYM?

That depends on your goals — we state facts, not advice. At 22.8% overlap, each fund still contributes meaningfully distinct exposure.

What does DIA own that VYM doesn't?

DIA holds 31 positions and VYM holds 606; 11 of DIA's positions don't appear in VYM at all, and they are 33.8% of DIA by weight.

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Sources: issuer holdings files, DIA as of 2026-07-23, VYM as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.