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FUND OVERLAP · LOOK-THROUGH

DIA vs VIG: how much do they really overlap?

DIA (SPDR Dow Jones Industrial Average ETF, tracking the Dow Jones Industrial Average) and VIG (Vanguard Dividend Appreciation ETF, tracking the S&P US Dividend Growers) overlap by roughly 37% by weight. 7 of DIA's top 10 holdings also appear in VIG. A 50/50 blend of the two behaves like about 43 equally-weighted bets (diversification grade B). In short, the two funds share a meaningful core of the same megacaps, but each also brings real exposure the other lacks.

37%
weight overlap
7/10
of DIA’s top 10 also in VIG
B
50/50 blend grade
~43
real bets in a 50/50 blend
You think DIA and VIG are two funds. By weight they lean on the same names: both hold Microsoft Corporation (MSFT)4.2% of DIA and 4.3% of VIG. Hold both and MSFT just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 15 holdings appear in both DIA and VIG. The weight columns show how much of each fund each name represents.

Holdingin DIAin VIG
MSFT Microsoft Corporation4.20%4.27%
JPM JPMorgan Chase & Co.3.75%3.32%
AAPL Apple Inc.3.21%4.57%
JNJ Johnson & Johnson2.94%2.39%
V Visa Inc.3.89%2.25%
CAT Caterpillar Inc.11.76%1.79%
UNH UnitedHealth Group Incorporated4.78%1.51%
PG The Procter & Gamble Company1.69%1.47%
HD The Home Depot, Inc.3.99%1.39%
MRK Merck & Co., Inc.1.47%1.30%
GS The Goldman Sachs Group, Inc.11.61%1.29%
IBM International Business Machines Corporation3.16%1.22%
MCD McDonald's Corporation3.04%0.87%
AMGN Amgen Inc.4.10%0.80%
HON Honeywell International Inc.2.59%0.66%

Only in DIA

SPDR Dow Jones Industrial Average ETFUS blue-chip (Dow 30). Its biggest holdings that VIG doesn’t have:

GOOGL Alphabet Inc.4.03%
SHW The Sherwin-Williams Company3.92%
AXP American Express Company3.88%
TRV The Travelers Companies, Inc.3.78%
AMZN Amazon.com, Inc.2.73%
BA The Boeing Company2.44%
NVDA NVIDIA Corporation2.22%
CVX Chevron Corporation1.92%

Only in VIG

Vanguard Dividend Appreciation ETFUS dividend-growth. Its biggest holdings that DIA doesn’t have:

AVGO Broadcom Inc.5.41%
LLY Eli Lilly & Co.3.85%
XOM Exxon Mobil Corp.2.67%
WMT Walmart Inc.2.23%
CSCO Cisco Systems Inc.2.09%
COST Costco Wholesale Corp.1.87%
MA Mastercard Inc. Class A1.77%
LRCX Lam Research Corp.1.75%

So — partly overlapping. Should you hold both?

DIA and VIG share a meaningful core of the same megacaps, but each also brings real exposure the other lacks. Held together they keep a shared megacap core but each still pulls in exposure the other lacks, so a 50/50 blend spreads to ~43 effective positions (grade B).

Holdings as of — DIA: Jun 29, 2026 (State Street Global Advisors); VIG: May 31, 2026 (Vanguard). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.

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DIA vs VIG — FAQ

How much do DIA and VIG overlap?
DIA and VIG overlap by approximately 37% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 7 of DIA's 10 largest holdings are also held by VIG. They share 15 of their listed top holdings in total.
Is it redundant to hold both DIA and VIG?
Because they share a meaningful core of the same megacaps, but each also brings real exposure the other lacks, holding both is partly redundant: you double up on a shared core (MSFT) while each fund still adds distinct exposure. A 50/50 blend has an effective 43 positions and a B diversification grade.
What does VIG hold that DIA doesn't?
VIG's largest holdings that DIA doesn't hold include AVGO, LLY, XOM, WMT, CSCO. Its category is US dividend-growth, versus DIA's US blue-chip (Dow 30).
Which is more concentrated, DIA or VIG?
DIA's top 10 holdings are 59% of its listed weight; VIG's are 45%. The more concentrated fund leans harder on its largest names.

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