IUSV vs VYM overlap - what they share and where they differ
IUSV and VYM share 55.5% of their weight across 383 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.
IUSV and VYM
55.5%
383 shared positions
IUSV
iShares Core S&P U.S. Value ETF
Reported positions cover 100% of the fund, 734 positions · Jun 30, 2026
Top 10: 22.4%·Holdings of IUSV
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Reported positions cover 100% of the fund, 601 positions · Jul 31, 2026
Top 10: 26.1%·Holdings of VYM
Reported positions cover IUSV 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 IUSV side by side
IUSViShares Core S&P U.S. Value ETF
734
stock positions reported to the SEC
44.3% of its weight is in 351 names VYM does not hold
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
601
stock positions reported to the SEC
14.7% of its weight is in 218 names IUSV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: IUSV has 11.8 points more of it.
The figures side by side
| IUSV | VYM | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jul 31, 2026 |
| Stock positions reported | 734 | 601 |
| Weight of the ten largest | 22.4% | 26.1% |
| Largest position | AAPL 6.9% | AVGO 7.4% |
| Held alone | 351 positions, 44.3% | 218 positions, 14.7% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IUSV | In VYM | Counted |
|---|---|---|---|
| XOMEXXONMOBIL HOLDINGS CORP | 1.84% | 2.63% | 1.84% |
| UNHUNITEDHEALTH GROUP INC | 1.23% | 1.52% | 1.23% |
| BACBANK OF AMERICA CORP | 1.21% | 1.66% | 1.21% |
| HDHOME DEPOT INC (THE) | 1.14% | 1.34% | 1.14% |
| PGPROCTER & GAMBLE COMPANY (THE) | 1.11% | 1.37% | 1.11% |
| MRKMERCK & COMPANY INC | 1.03% | 1.31% | 1.03% |
| CVXCHEVRON CORP | 1.01% | 1.48% | 1.01% |
| JPMJP MORGAN CHASE & COMPANY | 0.91% | 3.82% | 0.91% |
| TXNTEXAS INSTRUMENTS INC | 0.88% | 1.02% | 0.88% |
| WFCWELLS FARGO & COMPANY | 0.82% | 1.08% | 0.82% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IUSV
Only in VYM
Questions people ask
Is IUSV the same as VYM?
55.5% of their weight sits in the same 383 holdings. IUSV also reports AAPL, AMZN, INTC, which the other does not. VYM also reports AVGO, CAT, RTX, which the other does not.
How is the overlap between IUSV 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 IUSV and 100% of VYM, so the number cannot exceed the smaller coverage.
Which holds more, VYM or IUSV?
IUSV reports 734 stock positions and VYM reports 601. 44.3% of IUSV's weight sits in names VYM does not hold, and 14.7% of VYM's weight in names IUSV does not hold. The ten largest positions are 22.4% of IUSV and 26.1% of VYM.
How do IUSV and VYM differ by sector?
The widest gap is Consumer Cyclical: IUSV has 11.8 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.
Other pairs with these funds
IUSV against other funds in the table
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.