HDV vs VYM overlap - what they share and where they differ
HDV and VYM share 27.9% of their weight across 73 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.
HDV and VYM
27.9%
73 shared positions
HDV
iShares Core High Dividend ETF
Reported positions cover 100% of the fund, 75 positions · Apr 30, 2026
Top 10: 50.1%·Holdings of HDV
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 HDV 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 HDV side by side
HDViShares Core High Dividend ETF
75
stock positions reported to the SEC
1.2% of its weight is in 2 names VYM does not hold
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
589
stock positions reported to the SEC
71.7% of its weight is in 516 names HDV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: VYM has 22.0 points more of it.
The figures side by side
| HDV | VYM | |
|---|---|---|
| Filing date | Apr 30, 2026 | Apr 30, 2026 |
| Stock positions reported | 75 | 589 |
| Weight of the ten largest | 50.1% | 25.6% |
| Largest position | EXXON MOBIL CORP 8.4% | AVGO 8.0% |
| Held alone | 2 positions, 1.2% | 516 positions, 71.7% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In HDV | In VYM | Counted |
|---|---|---|---|
| EXXON MOBIL CORP | 8.42% | 2.72% | 2.72% |
| JNJJOHNSON & JOHNSON | 5.68% | 2.30% | 2.30% |
| ABBVABBVIE INC | 5.44% | 1.56% | 1.56% |
| CVXCHEVRON CORP | 6.42% | 1.51% | 1.51% |
| PGPROCTER & GAMBLE COMPANY (THE) | 4.46% | 1.44% | 1.44% |
| HDHOME DEPOT INC (THE) | 4.07% | 1.36% | 1.36% |
| KOCOCA-COLA COMPANY (THE) | 3.86% | 1.28% | 1.28% |
| MRKMERCK & COMPANY INC | 3.77% | 1.13% | 1.13% |
| PMPHILIP MORRIS INTERNATIONAL INC | 4.17% | 1.07% | 1.07% |
| TXNTEXAS INSTRUMENTS INC | 3.54% | 1.06% | 1.06% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in HDV
Only in VYM
Questions people ask
Is HDV the same as VYM?
27.9% of their weight sits in the same 73 holdings. HDV also reports WMB, REYN, which the other does not. VYM also reports AVGO, JPMORGAN CHASE & CO, CAT, which the other does not.
How is the overlap between HDV 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 HDV and 100% of VYM, so the number cannot exceed the smaller coverage.
Which holds more, VYM or HDV?
HDV reports 75 stock positions and VYM reports 589. 1.2% of HDV's weight sits in names VYM does not hold, and 71.7% of VYM's weight in names HDV does not hold. The ten largest positions are 50.1% of HDV and 25.6% of VYM.
How do HDV and VYM differ by sector?
The widest gap is Technology: VYM has 22.0 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.
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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.