VYM vs XLK: 14% overlap

Vanguard High Dividend Yield ETF and Technology Select Sector SPDR Fund share 14.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
14.4%
VYM expense ratio
0.04%
XLK expense ratio
0.08%

Top shared holdings

VYM and XLK hold 21 of the same securities. The ten contributing most to the overlap figure:

Holdingin VYMin XLKΔ
AVGO7.3%5.2%2.1%
CSCO1.9%3.0%1.1%
TXN1.1%1.8%0.6%
IBM1.1%1.3%0.2%
ORCL1.0%1.4%0.3%
QCOM0.8%1.2%0.4%
ADI0.8%1.3%0.5%
DELL0.5%0.9%0.3%
ACN0.3%0.6%0.3%
NXPI0.3%0.5%0.2%

Where VYM and XLK 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.

SectorVYMXLKΔ
Information Technology16.7%99.9%83.2pp
Financials20.9%0.0%+20.9pp
Industrials13.2%0.0%+13.2pp
Health Care13.1%0.0%+13.1pp
Energy8.5%0.0%+8.5pp
Consumer Staples8.0%0.0%+8.0pp
Consumer Discretionary6.4%0.0%+6.4pp
Utilities5.7%0.0%+5.7pp

Δ is VYM minus XLK, 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 VYM
585 positions

83.0% of VYM by weight, held in no part of XLK.

Only in XLK
54 positions

80.8% of XLK by weight, held in no part of VYM.

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

Concentration and cost

VYMXLK
Top 10 holdings26.0%61.3%
Positions held60676
Cost per $10,000 held, per year$4$8

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 VYM and XLK overlap?

VYM and XLK overlap 14.4% by portfolio weight — largely distinct portfolios. They share 21 holdings. The figure comes from current issuer holdings files (VYM as of 2026-06-30, XLK as of 2026-07-23).

How is the overlap between VYM and XLK calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If VYM holds a stock at 6% and XLK 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 VYM and XLK?

That depends on your goals — we state facts, not advice. At 14.4% overlap, each fund still contributes meaningfully distinct exposure.

What does VYM own that XLK doesn't?

VYM holds 606 positions and XLK holds 76; 585 of VYM's positions don't appear in XLK at all, and they are 83.0% of VYM by weight.

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