Meshfolio
FUND OVERLAP · LOOK-THROUGH

FTEC vs VYM: how much do they really overlap?

FTEC (Fidelity MSCI Information Technology Index ETF, tracking the MSCI US IMI Info Tech 25/50) and VYM (Vanguard High Dividend Yield ETF, tracking the FTSE High Dividend Yield) overlap by roughly 18% by weight. 2 of FTEC's top 10 holdings also appear in VYM. A 50/50 blend of the two behaves like about 46 equally-weighted bets (diversification grade B). In short, the two funds have only a small shared core — they mostly hold different things and are largely complementary.

18%
weight overlap
2/10
of FTEC’s top 10 also in VYM
B
50/50 blend grade
~46
real bets in a 50/50 blend
You think FTEC and VYM are two funds. By weight they lean on the same names: both hold Broadcom Inc. (AVGO)3.9% of FTEC and 8.5% of VYM. Hold both and AVGO just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 7 holdings appear in both FTEC and VYM. The weight columns show how much of each fund each name represents.

Holdingin FTECin VYM
AVGO Broadcom Inc.3.89%8.51%
CSCO Cisco Systems, Inc.1.85%1.98%
TXN Texas Instruments Incorporated1.09%1.15%
IBM International Business Machines Corporation1.05%1.14%
ORCL Oracle Corporation1.02%1.57%
QCOM QUALCOMM Incorporated0.86%1.11%
ADI Analog Devices, Inc.0.81%0.83%

Only in FTEC

Fidelity MSCI Information Technology Index ETFUS tech sector. Its biggest holdings that VYM doesn’t have:

NVDA NVIDIA Corporation16.20%
AAPL Apple Inc.14.71%
MSFT Microsoft Corporation8.67%
MU Micron Technology, Inc.5.19%
AMD Advanced Micro Devices, Inc.3.44%
INTC Intel Corporation2.32%
AMAT Applied Materials, Inc.2.06%
LRCX Lam Research Corporation1.97%

Only in VYM

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

JPM JPMorgan Chase & Co.3.14%
XOM Exxon Mobil Corp.2.53%
JNJ Johnson & Johnson2.24%
CAT Caterpillar Inc.1.67%
ABBV AbbVie Inc.1.59%
UNH UnitedHealth Group Inc.1.43%
CVX Chevron Corp.1.41%
BAC Bank of America Corp.1.40%

So — mostly different. Should you hold both?

FTEC and VYM have only a small shared core — they mostly hold different things and are largely complementary. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~46 effective positions (grade B), because they hold largely different securities.

Holdings as of — FTEC: Jun 27, 2026 (Fidelity); 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.

See this for YOUR whole portfolio, free →

FTEC vs VYM — FAQ

How much do FTEC and VYM overlap?
FTEC and VYM overlap by approximately 18% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 2 of FTEC's 10 largest holdings are also held by VYM. They share 7 of their listed top holdings in total.
Is it redundant to hold both FTEC and VYM?
Because they have only a small shared core — they mostly hold different things and are largely complementary, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 46 positions and a B diversification grade.
What does VYM hold that FTEC doesn't?
VYM's largest holdings that FTEC doesn't hold include JPM, XOM, JNJ, CAT, ABBV. Its category is US high-dividend, versus FTEC's US tech sector.
Which is more concentrated, FTEC or VYM?
FTEC's top 10 holdings are 80% of its listed weight; VYM's are 44%. The more concentrated fund leans harder on its largest names.

Related comparisons