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FUND OVERLAP · LOOK-THROUGH

VUG vs VYM: how much do they really overlap?

VUG (Vanguard Growth ETF, tracking the CRSP US Large Cap Growth) and VYM (Vanguard High Dividend Yield ETF, tracking the FTSE High Dividend Yield) overlap by roughly 12% by weight. 1 of VUG's top 10 holdings also appear in VYM. A 50/50 blend of the two behaves like about 50 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.

12%
weight overlap
1/10
of VUG’s top 10 also in VYM
B
50/50 blend grade
~50
real bets in a 50/50 blend

The same companies, in both funds

These 4 holdings appear in both VUG and VYM. The weight columns show how much of each fund each name represents.

Holdingin VUGin VYM
AVGO Broadcom Inc.5.17%8.51%
ORCL Oracle Corp.1.07%1.57%
MCD McDonald's Corp.0.54%0.82%
TXN Texas Instruments Inc.0.39%1.15%

Only in VUG

Vanguard Growth ETFUS large-cap growth. Its biggest holdings that VYM doesn’t have:

NVDA NVIDIA Corp.13.10%
AAPL Apple Inc.12.32%
MSFT Microsoft Corp.8.99%
GOOGL Alphabet Inc. Class A5.95%
AMZN Amazon.com Inc.4.85%
GOOG Alphabet Inc. Class C4.68%
META Facebook Inc. Class A3.73%
TSLA Tesla Inc.3.31%

Only in VYM

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

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%
UNH UnitedHealth Group Inc.1.43%
CVX Chevron Corp.1.41%

So — mostly different. Should you hold both?

VUG 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 ~50 effective positions (grade B), because they hold largely different securities.

Holdings as of — VUG: 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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VUG vs VYM — FAQ

How much do VUG and VYM overlap?
VUG and VYM overlap by approximately 12% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 1 of VUG's 10 largest holdings are also held by VYM. They share 4 of their listed top holdings in total.
Is it redundant to hold both VUG 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 50 positions and a B diversification grade.
What does VYM hold that VUG doesn't?
VYM's largest holdings that VUG doesn't hold include JPM, XOM, JNJ, CSCO, CAT. Its category is US high-dividend, versus VUG's US large-cap growth.
Which is more concentrated, VUG or VYM?
VUG's top 10 holdings are 73% of its listed weight; VYM's are 44%. The more concentrated fund leans harder on its largest names.

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