IJH vs VYM: 5% overlap

iShares Core S&P Mid-Cap ETF and Vanguard High Dividend Yield ETF share 4.6% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

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

Overlap
4.6%
IJH expense ratio
0.05%
VYM expense ratio
0.04%

Top shared holdings

IJH and VYM hold 150 of the same securities. The ten contributing most to the overlap figure:

Holdingin IJHin VYMΔ
CASH0.1%0.5%0.4%
RS0.6%0.1%0.5%
EWBC0.5%0.1%0.4%
PNFP0.4%0.1%0.4%
DTM0.4%0.1%0.4%
OVV0.5%0.1%0.4%
PR0.5%0.1%0.4%
WSO0.4%0.1%0.3%
DKS0.4%0.1%0.3%
UNM0.4%0.1%0.3%

Where IJH 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.

SectorIJHVYMΔ
Industrials25.5%13.2%+12.3pp
Real Estate6.9%0.0%+6.9pp
Financials15.1%20.9%5.8pp
Consumer Staples3.1%8.0%4.9pp
Consumer Discretionary10.3%6.4%+3.9pp
Energy4.9%8.5%3.6pp
Health Care10.0%13.1%3.2pp
Information Technology13.9%16.7%2.8pp

Δ is IJH 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 IJH
253 positions

69.0% of IJH by weight, held in no part of VYM.

Only in VYM
456 positions

95.0% of VYM by weight, held in no part of IJH.

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

Concentration and cost

IJHVYM
Top 10 holdings7.6%26.0%
Positions held404606
Cost per $10,000 held, per year$5$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 IJH and VYM overlap?

IJH and VYM overlap 4.6% by portfolio weight — largely distinct portfolios. They share 150 holdings. The figure comes from current issuer holdings files (IJH as of 2026-07-23, VYM as of 2026-06-30).

How is the overlap between IJH and VYM calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IJH 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 IJH and VYM?

That depends on your goals — we state facts, not advice. At 4.6% overlap, each fund still contributes meaningfully distinct exposure.

What does IJH own that VYM doesn't?

IJH holds 404 positions and VYM holds 606; 253 of IJH's positions don't appear in VYM at all, and they are 69.0% of IJH by weight.

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