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FUND OVERLAP · LOOK-THROUGH

DIA vs VYM: how much do they really overlap?

DIA (SPDR Dow Jones Industrial Average ETF, tracking the Dow Jones Industrial Average) and VYM (Vanguard High Dividend Yield ETF, tracking the FTSE High Dividend Yield) overlap by roughly 31% by weight. 5 of DIA's top 10 holdings also appear in VYM. A 50/50 blend of the two behaves like about 49 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.

31%
weight overlap
5/10
of DIA’s top 10 also in VYM
B
50/50 blend grade
~49
real bets in a 50/50 blend
You think DIA and VYM are two funds. By weight they lean on the same names: both hold JPMorgan Chase & Co. (JPM)3.8% of DIA and 3.1% of VYM. Hold both and JPM just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 13 holdings appear in both DIA and VYM. The weight columns show how much of each fund each name represents.

Holdingin DIAin VYM
JPM JPMorgan Chase & Co.3.75%3.14%
JNJ Johnson & Johnson2.94%2.24%
CAT Caterpillar Inc.11.76%1.67%
UNH UnitedHealth Group Incorporated4.78%1.43%
CVX Chevron Corporation1.92%1.41%
PG The Procter & Gamble Company1.69%1.39%
HD The Home Depot, Inc.3.99%1.30%
MRK Merck & Co., Inc.1.47%1.22%
GS The Goldman Sachs Group, Inc.11.61%1.18%
IBM International Business Machines Corporation3.16%1.14%
MCD McDonald's Corporation3.04%0.82%
AMGN Amgen Inc.4.10%0.69%
HON Honeywell International Inc.2.59%0.62%

Only in DIA

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

MSFT Microsoft Corporation4.20%
GOOGL Alphabet Inc.4.03%
SHW The Sherwin-Williams Company3.92%
V Visa Inc.3.89%
AXP American Express Company3.88%
TRV The Travelers Companies, Inc.3.78%
AAPL Apple Inc.3.21%
AMZN Amazon.com, Inc.2.73%

Only in VYM

Vanguard High Dividend Yield ETFUS high-dividend. Its biggest holdings that DIA doesn’t have:

AVGO Broadcom Inc.8.51%
XOM Exxon Mobil Corp.2.53%
CSCO Cisco Systems Inc.1.98%
ABBV AbbVie Inc.1.59%
ORCL Oracle Corp.1.57%
BAC Bank of America Corp.1.40%
KO Coca-Cola Co.1.27%
TXN Texas Instruments Inc.1.15%

So — partly overlapping. Should you hold both?

DIA and VYM 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 ~49 effective positions (grade B).

Holdings as of — DIA: Jun 29, 2026 (State Street Global Advisors); VYM: 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 VYM — FAQ

How much do DIA and VYM overlap?
DIA and VYM overlap by approximately 31% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 5 of DIA's 10 largest holdings are also held by VYM. They share 13 of their listed top holdings in total.
Is it redundant to hold both DIA and VYM?
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 (JPM) while each fund still adds distinct exposure. A 50/50 blend has an effective 49 positions and a B diversification grade.
What does VYM hold that DIA doesn't?
VYM's largest holdings that DIA doesn't hold include AVGO, XOM, CSCO, ABBV, ORCL. Its category is US high-dividend, versus DIA's US blue-chip (Dow 30).
Which is more concentrated, DIA or VYM?
DIA's top 10 holdings are 59% of its listed weight; VYM's are 44%. The more concentrated fund leans harder on its largest names.

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