DGRO vs VYM overlap - what they share and where they differ

DGRO and VYM share 59.8% of their weight across 257 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DGRO and VYM

59.8%

257 shared positions

DGRO

iShares Core Dividend Growth ETF

Reported positions cover 100% of the fund, 385 positions · Apr 30, 2026

Top 10: 26.5%·Holdings of DGRO

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND

Reported positions cover 100% of the fund, 589 positions · Apr 30, 2026

Top 10: 25.6%·Holdings of VYM

Reported positions cover DGRO 100%, VYM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VYM vs DGRO side by side

DGROiShares Core Dividend Growth ETF

385

stock positions reported to the SEC

23.0% of its weight is in 128 names VYM does not hold

VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND

589

stock positions reported to the SEC

30.2% of its weight is in 332 names DGRO does not hold

Where each fund's weight sits

DGRO
VYM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.5%
22.0%
Financial Services
20.3%
15.3%
Healthcare
17.2%
12.6%
Consumer Defensive
9.3%
0.0%
Consumer Cyclical
9.1%
8.2%
Industrials
0.0%
6.4%

The widest gap is Consumer Defensive: DGRO has 9.3 points more of it.

The figures side by side

DGROVYM
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported385589
Weight of the ten largest26.5%25.6%
Largest positionAVGO 3.3%AVGO 8.0%
Held alone128 positions, 23.0%332 positions, 30.2%
Covered by stock positions100%100%

Holdings they share

StockIn DGROIn VYMCounted
AVGOBROADCOM INC3.25%8.03%3.25%
EXXON MOBIL CORP2.90%2.72%2.72%
JNJJOHNSON & JOHNSON2.64%2.30%2.30%
ABBVABBVIE INC2.52%1.56%1.56%
CSCOCISCO SYSTEMS INC1.73%1.52%1.52%
BACBANK OF AMERICA CORP1.83%1.44%1.44%
PGPROCTER & GAMBLE COMPANY (THE)2.07%1.44%1.44%
UNHUNITEDHEALTH GROUP INC2.31%1.40%1.40%
HDHOME DEPOT INC (THE)1.89%1.36%1.36%
KOCOCA-COLA COMPANY (THE)1.79%1.28%1.28%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DGRO

JPMJP MORGAN CHASE & COMPANY3.04%
AAPLAPPLE INC2.93%
MSFTMICROSOFT CORP2.91%
LLYELI LILLY & COMPANY1.14%
VVISA INC1.05%
WMTWALMART INC0.95%
MAMASTERCARD INC0.61%
LOWLOWE'S COMPANIES INC0.57%
COSTCOSTCO WHOLESALE CORP0.52%
AXPAMERICAN EXPRESS COMPANY0.42%

Only in VYM

JPMORGAN CHASE & CO3.34%
CVXChevron Corp1.51%
TXNTexas Instruments Inc1.06%
VZVerizon Communications Inc0.84%
DISWalt Disney Co/The0.77%
TAT&T Inc0.75%
PFEPfizer Inc0.63%
LOWE'S COS INC0.56%
BMYBristol-Myers Squibb Co0.51%
MOAltria Group Inc0.51%

Questions people ask

Is DGRO the same as VYM?

59.8% of their weight sits in the same 257 holdings. DGRO also reports JPM, AAPL, MSFT, which the other does not. VYM also reports JPMORGAN CHASE & CO, CVX, TXN, which the other does not.

How is the overlap between DGRO and VYM measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DGRO and 100% of VYM, so the number cannot exceed the smaller coverage.

Which holds more, VYM or DGRO?

DGRO reports 385 stock positions and VYM reports 589. 23.0% of DGRO's weight sits in names VYM does not hold, and 30.2% of VYM's weight in names DGRO does not hold. The ten largest positions are 26.5% of DGRO and 25.6% of VYM.

How do DGRO and VYM differ by sector?

The widest gap is Consumer Defensive: DGRO has 9.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.