DVY vs VOE overlap - what they share and where they differ

DVY and VOE share 22.6% of their weight across 39 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.

DVY and VOE

22.6%

39 shared positions

DVY

iShares Select Dividend ETF

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

Top 10: 18.2%·Holdings of DVY

VOE

VANGUARD MID-CAP VALUE INDEX FUND

Reported positions cover 99% of the fund, 168 positions · Jun 30, 2026

Top 10: 12.6%·Holdings of VOE

Reported positions cover DVY 100%, VOE 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VOE vs DVY side by side

DVYiShares Select Dividend ETF

100

stock positions reported to the SEC

52.5% of its weight is in 61 names VOE does not hold

VOEVANGUARD MID-CAP VALUE INDEX FUND

168

stock positions reported to the SEC

76.3% of its weight is in 129 names DVY does not hold

Where each fund's weight sits

DVY
VOE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Utilities
23.2%
12.4%
Financial Services
20.4%
15.9%
Consumer Cyclical
13.9%
10.1%
Technology
0.0%
11.5%
Healthcare
0.0%
9.0%
Consumer Defensive
7.9%
0.0%

The widest gap is Technology: VOE has 11.5 points more of it.

The figures side by side

DVYVOE
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported100168
Weight of the ten largest18.2%12.6%
Largest positionMO 2.3%CMI 1.7%
Held alone61 positions, 52.5%129 positions, 76.3%
Covered by stock positions100%99%

Holdings they share

StockIn DVYIn VOECounted
DDOMINION ENERGY INC1.43%1.04%1.04%
TGTTARGET CORP1.45%1.02%1.02%
ETRENTERGY CORP0.94%0.95%0.94%
FFORD MOTOR CO1.38%0.94%0.94%
OKEONEOK INC1.83%0.94%0.94%
SEMPRA0.94%1.05%0.94%
VLOVALERO ENERGY CORP0.92%1.33%0.92%
FITBFIFTH THIRD BANCORP1.05%0.88%0.88%
XELXCEL ENERGY INC0.96%0.86%0.86%
EXCEXELON CORP1.13%0.82%0.82%

What each holds alone

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

Only in DVY

MOALTRIA GROUP INC2.29%
PFEPFIZER INC2.22%
VZVERIZON COMMUNICATIONS INC1.85%
CVXCHEVRON CORP1.38%
US BANCORP1.27%
EOGEOG RESOURCES INC1.25%
CVSCVS HEALTH CORP1.23%
TAT&T INC1.23%
CMCSACOMCAST CORP1.22%
MDLZMONDELEZ INTERNATIONAL INC1.22%

Only in VOE

CMICummins Inc1.70%
MPCMarathon Petroleum Corp1.29%
CRHCRH PLC1.23%
URIUnited Rentals Inc1.22%
GMGeneral Motors Co1.20%
SLBSLB Ltd1.20%
SPGSimon Property Group Inc1.19%
PSXPhillips 661.17%
WBDWarner Bros Discovery Inc1.10%
DLRDigital Realty Trust Inc1.09%

Questions people ask

Is DVY the same as VOE?

22.6% of their weight sits in the same 39 holdings. DVY also reports MO, PFE, VZ, which the other does not. VOE also reports CMI, MPC, CRH, which the other does not.

How is the overlap between DVY and VOE 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 DVY and 99% of VOE, so the number cannot exceed the smaller coverage.

Which holds more, VOE or DVY?

DVY reports 100 stock positions and VOE reports 168. 52.5% of DVY's weight sits in names VOE does not hold, and 76.3% of VOE's weight in names DVY does not hold. The ten largest positions are 18.2% of DVY and 12.6% of VOE.

How do DVY and VOE differ by sector?

The widest gap is Technology: VOE has 11.5 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.