⚔️ Head-to-Head Overlap Analysis

VYM vs VIG Overlap & Concentration Screener

Comparing Vanguard High Dividend Yield ETF and Vanguard Dividend Appreciation ETF. Uncover shared underlying stock holdings, sector concentration, and whether holding these funds creates redundant portfolio drag.

⚖️ Select Your ETF Allocation (Up to 6)

Add ETFs and set your target weights. Real-time look-through calculates your true single-stock and sector exposure. Updated 2026-11-12 (quarterly SEC lag)

Allocation Total:
100%
Executive Summary (Equal Allocation)

Analyzing Portfolio Allocation...

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Analyzing look-through constituent overlap, fee drag, and single-stock concentration...

Top 5 Concentration --%
Top 10 Concentration --%
Unique Holdings --
Blended Fee --%
Largest Shared Holdings

🔄 Pairwise ETF Overlap & Redundancy Analysis

Calculating...

High overlap between two funds means you are paying multiple expense ratios for virtually the same underlying companies.

🔍 True Underlying Stock Exposure (Look-Through)

Your real aggregate ownership in single stocks after multiplying your ETF allocations by each fund's holdings.

Concentration Heatmap (Top Holdings)
High (>6%) Moderate (3%–6%) Diversified (<3%)
Detailed Holdings Breakdown
Stock / Company Effective Weight Contributing ETFs

📊 Sector Exposures vs Broad Market Benchmark (VTI)

Shows where your ETF combination is heavily overweight (concentrated tilt) or underweight compared to the total US stock market.

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📥 Free Printable PDF Guide 1-Page Printable PDF

Download Ideal Low-Overlap ETF Pairings & Model Portfolios (PDF)

Eliminate redundant holding drag and tech concentration. Get 5 benchmark portfolio allocations with Venn diagrams and constituent overlap scores.

  • ✓ Visual Venn diagrams comparing popular pairs (VOO vs VTI, QQQ vs VOO)
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❓ Common Questions

Frequently Asked Questions: VYM vs VIG

Answers on overlap redundancy, top holding duplication, and allocation tradeoffs between VYM and VIG.

How much do VYM and VIG overlap?

At equal allocations, VYM and VIG exhibit an overall overlap and redundancy score of 62%. Your portfolio contains moderate overlap or mega-cap tilt. Returns will be closely linked to a few dominant companies.

What are the top overlapping stock holdings between VYM and VIG?

The largest shared stock holdings across VYM and VIG include Broadcom Inc (6.0%), Broadcom Inc (5.6%), JPMorgan Chase & Co (4.0%), JPMorgan Chase & Co (3.8%), ExxonMobil Holdings Corp (2.9%), Johnson & Johnson (2.8%), ExxonMobil Holdings Corp (2.7%), Johnson & Johnson (2.6%).

What is the combined top 5 stock concentration when holding VYM and VIG?

Holding equal weights in VYM and VIG results in 22.3% of your total capital concentrated in just 5 individual companies.

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Discussion

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Between these funds, which allocation fits your portfolio plan best?