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

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

Largest sectors for both funds

Technology
0.0%
22.0%
Healthcare
16.6%
12.6%
Consumer Defensive
16.1%
0.0%
Financial Services
0.0%
15.3%
Consumer Cyclical
14.1%
8.2%
Utilities
11.6%
0.0%

The widest gap is Technology: VYM has 22.0 points more of it.

The figures side by side

HDVVYM
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported75589
Weight of the ten largest50.1%25.6%
Largest positionEXXON MOBIL CORP 8.4%AVGO 8.0%
Held alone2 positions, 1.2%516 positions, 71.7%
Covered by stock positions100%100%

Holdings they share

StockIn HDVIn VYMCounted
EXXON MOBIL CORP8.42%2.72%2.72%
JNJJOHNSON & JOHNSON5.68%2.30%2.30%
ABBVABBVIE INC5.44%1.56%1.56%
CVXCHEVRON CORP6.42%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 INC3.77%1.13%1.13%
PMPHILIP MORRIS INTERNATIONAL INC4.17%1.07%1.07%
TXNTEXAS INSTRUMENTS INC3.54%1.06%1.06%

What each holds alone

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

Only in HDV

WMBWILLIAMS COMPANIES INC (THE)1.21%
REYNREYNOLDS CONSUMER PRODUCTS INC0.02%

Only in VYM

AVGOBroadcom Inc8.03%
JPMORGAN CHASE & CO3.34%
CATCaterpillar Inc1.72%
CSCOCisco Systems Inc1.52%
BACBank of America Corp1.44%
UNHUnitedHealth Group Inc1.40%
ORCLOracle Corp1.13%
GSGoldman Sachs Group Inc/The1.07%
WFCWells Fargo & Co1.06%
LINLinde PLC0.98%

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.

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.