IVV vs VYM: 36% overlap

iShares Core S&P 500 ETF and Vanguard High Dividend Yield ETF share 35.8% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.6Effective Funds

You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
35.8%
IVV expense ratio
0.03%
VYM expense ratio
0.04%

Top shared holdings

IVV and VYM hold 256 of the same securities. The ten contributing most to the overlap figure:

Holdingin IVVin VYMΔ
AVGO2.9%7.3%4.4%
JPM1.5%3.4%1.9%
XOM1.0%2.4%1.3%
JNJ1.0%2.5%1.6%
ABBV0.7%1.8%1.1%
CSCO0.7%1.9%1.2%
CAT0.6%2.0%1.4%
BAC0.6%1.6%0.9%
UNH0.6%1.6%1.0%
CVX0.6%1.3%0.7%

Where IVV 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.

SectorIVVVYMΔ
Information Technology37.5%16.7%+20.7pp
Financials12.3%20.9%8.6pp
Communication Services9.3%3.1%+6.2pp
Energy3.4%8.5%5.1pp
Industrials8.9%13.2%4.4pp
Health Care9.1%13.1%4.0pp
Consumer Staples4.6%8.0%3.4pp
Utilities2.3%5.7%3.4pp

Δ is IVV 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 IVV
249 positions

64.1% of IVV by weight, held in no part of VYM.

Only in VYM
350 positions

7.6% of VYM by weight, held in no part of IVV.

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

Concentration and cost

IVVVYM
Top 10 holdings36.8%26.0%
Positions held506606
Cost per $10,000 held, per year$3$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 IVV and VYM overlap?

IVV and VYM overlap 35.8% by portfolio weight — moderate overlap. They share 256 holdings. The figure comes from current issuer holdings files (IVV as of 2026-07-23, VYM as of 2026-06-30).

How is the overlap between IVV and VYM calculated?

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

That depends on your goals — we state facts, not advice. At 35.8% overlap, each fund still contributes meaningfully distinct exposure.

What does IVV own that VYM doesn't?

IVV holds 506 positions and VYM holds 606; 249 of IVV's positions don't appear in VYM at all, and they are 64.1% of IVV by weight.

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Related comparisons

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