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FUND OVERLAP · LOOK-THROUGH

VO vs VYM: how much do they really overlap?

VO (Vanguard Mid-Cap ETF, tracking the CRSP US Mid Cap) and VYM (Vanguard High Dividend Yield ETF, tracking the FTSE High Dividend Yield) overlap by roughly 1% by weight. 0 of VO's top 10 holdings also appear in VYM. A 50/50 blend of the two behaves like about 236 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

1%
weight overlap
0/10
of VO’s top 10 also in VYM
A
50/50 blend grade
~236
real bets in a 50/50 blend

The same companies, in both funds

These 1 holdings appear in both VO and VYM. The weight columns show how much of each fund each name represents.

Holdingin VOin VYM
NEM Newmont Goldcorp Corp.0.59%0.50%

Only in VO

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

STX Seagate Technology Holdings plc1.90%
WDC Western Digital Corp.1.78%
VRT Vertiv Holdings Co. Class A1.18%
PWR Quanta Services Inc.1.06%
HWM Howmet Aerospace Inc.1.03%
MRVL Marvell Technology Inc.0.89%
CMI Cummins Inc.0.89%
CEG Constellation Energy Corp.0.88%

Only in VYM

Vanguard High Dividend Yield ETFUS high-dividend. Its biggest holdings that VO 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?

VO 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 ~236 effective positions (grade A), because they hold largely different securities.

Holdings as of — VO: May 31, 2026 (Vanguard); 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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VO vs VYM — FAQ

How much do VO and VYM overlap?
VO and VYM overlap by approximately 1% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of VO's 10 largest holdings are also held by VYM. They share 1 of their listed top holdings in total.
Is it redundant to hold both VO 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 236 positions and a A diversification grade.
What does VYM hold that VO doesn't?
VYM's largest holdings that VO doesn't hold include AVGO, JPM, XOM, JNJ, CSCO. Its category is US high-dividend, versus VO's US mid-cap.
Which is more concentrated, VO or VYM?
VO's top 10 holdings are 31% of its listed weight; VYM's are 44%. The more concentrated fund leans harder on its largest names.

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