VYM vs XLF overlap - what they share and where they differ
VYM and XLF share 17.6% of their weight across 50 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.
VYM and XLF
17.6%
50 shared positions
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
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
Reported positions cover 100% of the fund, 76 positions · Jun 30, 2026
Top 10: 57.6%·Holdings of XLF
Reported positions cover VYM 100%, XLF 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
XLF vs VYM side by side
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
589
stock positions reported to the SEC
82.0% of its weight is in 539 names XLF does not hold
XLFState Street(R) Financial Select Sector SPDR(R) ETF
76
stock positions reported to the SEC
41.4% of its weight is in 26 names VYM does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: XLF has 67.2 points more of it.
The figures side by side
| VYM | XLF | |
|---|---|---|
| Filing date | Apr 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 589 | 76 |
| Weight of the ten largest | 25.6% | 57.6% |
| Largest position | AVGO 8.0% | BRK.A 12.1% |
| Held alone | 539 positions, 82.0% | 26 positions, 41.4% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In VYM | In XLF | Counted |
|---|---|---|---|
| JPMORGAN CHASE & CO | 3.34% | 11.55% | 3.34% |
| BACBank of America Corp | 1.44% | 4.90% | 1.44% |
| GSGoldman Sachs Group Inc/The | 1.07% | 3.93% | 1.07% |
| WFCWells Fargo & Co | 1.06% | 3.33% | 1.06% |
| MSMorgan Stanley | 0.90% | 3.30% | 0.90% |
| CCitigroup Inc | 0.88% | 3.14% | 0.88% |
| BLKBlackRock Funding Inc/DE | 0.68% | 1.83% | 0.68% |
| CBChubb Ltd | 0.50% | 1.62% | 0.50% |
| COFCapital One Financial Corp | 0.49% | 1.64% | 0.49% |
| PGRProgressive Corp/The | 0.49% | 1.68% | 0.49% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in VYM
Only in XLF
Questions people ask
Is VYM the same as XLF?
17.6% of their weight sits in the same 50 holdings. VYM also reports AVGO, EXXON MOBIL CORP, JNJ, which the other does not. XLF also reports BRK.A, V, MA, which the other does not.
How is the overlap between VYM and XLF 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 VYM and 100% of XLF, so the number cannot exceed the smaller coverage.
Which holds more, XLF or VYM?
VYM reports 589 stock positions and XLF reports 76. 82.0% of VYM's weight sits in names XLF does not hold, and 41.4% of XLF's weight in names VYM does not hold. The ten largest positions are 25.6% of VYM and 57.6% of XLF.
How do VYM and XLF differ by sector?
The widest gap is Financial Services: XLF has 67.2 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.