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FUND OVERLAP · LOOK-THROUGH

IJH vs VYM: how much do they really overlap?

IJH (iShares Core S&P Mid-Cap ETF, tracking the S&P MidCap 400) and VYM (Vanguard High Dividend Yield ETF, tracking the FTSE High Dividend Yield) overlap by roughly 0% by weight. 0 of IJH's top 10 holdings also appear in VYM. A 50/50 blend of the two behaves like about 256 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

0%
weight overlap
0/10
of IJH’s top 10 also in VYM
A
50/50 blend grade
~256
real bets in a 50/50 blend

The same companies, in both funds

These 0 holdings appear in both IJH and VYM. The weight columns show how much of each fund each name represents.

Holdingin IJHin VYM

Only in IJH

iShares Core S&P Mid-Cap ETFUS mid-cap. Its biggest holdings that VYM doesn’t have:

TWLO TWILIO INC CLASS A0.86%
CRS CARPENTER TECHNOLOGY CORP0.84%
MKSI MKS0.82%
CW CURTISS WRIGHT CORP0.77%
NVT NVENT ELECTRIC PLC0.75%
ENTG ENTEGRIS INC0.75%
ATI ATI INC0.74%
ILMN ILLUMINA INC0.73%

Only in VYM

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

AVGO Broadcom Inc.8.51%
JPM JPMorgan Chase & Co.3.14%
XOM Exxon Mobil Corp.2.53%
JNJ Johnson & Johnson2.24%
CSCO Cisco Systems Inc.1.98%
CAT Caterpillar Inc.1.67%
ABBV AbbVie Inc.1.59%
ORCL Oracle Corp.1.57%

So — essentially different. Should you hold both?

IJH and VYM hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~256 effective positions (grade A), because they hold largely different securities.

Holdings as of — IJH: Jun 30, 2026 (iShares (BlackRock)); 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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IJH vs VYM — FAQ

How much do IJH and VYM overlap?
IJH and VYM overlap by approximately 0% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of IJH's 10 largest holdings are also held by VYM. They share 0 of their listed top holdings in total.
Is it redundant to hold both IJH and VYM?
Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 256 positions and a A diversification grade.
What does VYM hold that IJH doesn't?
VYM's largest holdings that IJH doesn't hold include AVGO, JPM, XOM, JNJ, CSCO. Its category is US high-dividend, versus IJH's US mid-cap.
Which is more concentrated, IJH or VYM?
IJH's top 10 holdings are 27% of its listed weight; VYM's are 44%. The more concentrated fund leans harder on its largest names.

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