IVV vs VYM: fund overlap

ETF comparisons  /  IVV vs VYM

US equity comparison · IVV 2026-09-11 · VYM 2026-04-30

IVV vs VYM

iShares Core S&P 500 ETF compared with VANGUARD HIGH DIVIDEND YIELD INDEX FUND

Most company exposure is different between these funds.IVV has 257 companies outside the overlap; VYM has 360.

Do IVV and VYM overlap?

IVV and VYM overlap by 33.3% by weight, across 246 shared companies.

IVVUS equity

iShares Core S&P 500 ETF

508holdings
0.03%annual fee
USmarket
Valuation491 companies covered
26.8×P / E97% by weight
5.40×P / B85% by weight
3.7%Earnings yield
IVV holdings and fund profile
VYMUS dividend

VANGUARD HIGH DIVIDEND YIELD INDEX FUND

621holdings
0.04%annual fee
USmarket
Valuation594 companies covered
21.7×P / E98% by weight
3.11×P / B91% by weight
4.6%Earnings yield
VYM holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

246 companies held in both funds

IVV weight VYM weight
Shared companyIVV VYM
BROADCOM INC AVGO
2.59%
8.04%
JPMorgan Chase & Co JPM
1.44%
3.35%
JOHNSON & JOHNSON JNJ
0.97%
2.31%
AbbVie Inc ABBV
0.69%
1.56%
CISCO SYSTEMS, INC. CSCO
0.67%
1.52%
Bank of America Corp BAC
0.62%
1.44%
Chevron Corp CVX
0.61%
1.51%
Caterpillar Inc CAT
0.57%
1.72%
Merck & Co Inc MRK
0.54%
1.13%
UnitedHealth Group Inc UNH
0.52%
1.41%
THE COCA-COLA COMPANY KO
0.52%
1.28%
THE PROCTER & GAMBLE COMPANY PG
0.51%
1.44%
Home Depot Inc/The HD
0.47%
1.37%
THE GOLDMAN SACHS GROUP, INC. GS
0.46%
1.07%
Philip Morris International Inc PM
0.45%
1.07%
Wells Fargo & Co WFC
0.42%
1.06%
RTX Corp RTX
0.40%
0.98%
MORGAN STANLEY MS
0.39%
0.90%
Oracle Corp ORCL
0.39%
1.13%
Texas Instruments Inc TXN
0.37%
1.07%
CITIGROUP INC. C
0.36%
0.88%
INTERNATIONAL BUSINESS MACHINES CORPORATION IBM
0.35%
0.90%
Linde PLC LIN
0.33%
0.98%
Verizon Communications Inc VZ
0.32%
0.85%
Amgen Inc AMGN
0.31%
0.71%

IVV and VYM questions

Based on the holdings compared above

How much do IVV and VYM overlap?

IVV and VYM overlap by 33.3% by weight, across 246 shared companies.

Which companies do IVV and VYM both hold?

The largest companies held in both funds are BROADCOM INC, JPMorgan Chase & Co, JOHNSON & JOHNSON, AbbVie Inc, CISCO SYSTEMS, INC..

Can I hold both IVV and VYM?

Holding both means 33.3% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.

Is IVV or VYM cheaper?

IVV has a 0.03% expense ratio and VYM has 0.04%.

How do IVV and VYM compare on valuation?

IVV has a weighted P/E of 26.8 and VYM has a weighted P/E of 21.7.

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