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FUND OVERLAP · LOOK-THROUGH

VB vs VYM: how much do they really overlap?

VB (Vanguard Small-Cap ETF, tracking the CRSP US Small Cap) and VYM (Vanguard High Dividend Yield ETF, tracking the FTSE High Dividend Yield) overlap by roughly 0% by weight. 0 of VB's top 10 holdings also appear in VYM. A 50/50 blend of the two behaves like about 311 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 VB’s top 10 also in VYM
A
50/50 blend grade
~311
real bets in a 50/50 blend

The same companies, in both funds

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

Holdingin VBin VYM

Only in VB

Vanguard Small-Cap ETFUS small-cap. Its biggest holdings that VYM doesn’t have:

CRDO Credo Technology Group Holding Ltd.0.54%
JBL Jabil Inc.0.49%
RVMD Revolution Medicines Inc.0.45%
ALAB Astera Labs Inc.0.45%
NTRA Natera Inc.0.44%
EME EMCOR Group Inc.0.44%
TWLO Twilio Inc. Class A0.37%
NRG NRG Energy Inc.0.37%

Only in VYM

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

AVGO Broadcom Inc.7.29%
JPM JPMorgan Chase & Co.3.38%
JNJ Johnson & Johnson2.54%
XOM Exxon Mobil Corp.2.36%
CAT Caterpillar Inc.2.01%
CSCO Cisco Systems Inc.1.92%
ABBV AbbVie Inc.1.85%
BAC Bank of America Corp.1.56%

So — essentially different. Should you hold both?

VB 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 ~311 effective positions (grade A), because they hold largely different securities.

Holdings as of — VB: Jun 30, 2026 (Vanguard); VYM: Jun 30, 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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VB vs VYM — FAQ

How much do VB and VYM overlap?
VB 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 VB'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 VB 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 311 positions and a A diversification grade.
What does VYM hold that VB doesn't?
VYM's largest holdings that VB doesn't hold include AVGO, JPM, JNJ, XOM, CAT. Its category is US high-dividend, versus VB's US small-cap.
Which is more concentrated, VB or VYM?
VB's top 10 holdings are 27% of its listed weight; VYM's are 45%. The more concentrated fund leans harder on its largest names.

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