ETF overlap · Updated August 15, 2026

IYW vs VYM: Holdings Overlap

iShares U.S. Technology ETF (IYW) and Vanguard High Dividend Yield ETF (VYM) share 25 holdings, with roughly 11.4% of their portfolio weight overlapping.

Weight overlap

11.4%

Shared portfolio weight

Shared holdings

25

Securities in both funds

Funds

IYW · VYM

Compared side by side

Compare IYW and VYM live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 25 holdings IYW and VYM share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn IYWIn VYMWeight gap
AVGOBROADCOM4.75%7.29%2.54%VYM
TXNTEXAS INSTRUMENTS1.25%1.12%0.13%IYW
IBMInternational Business Machines1.09%1.10%0.01%VYM
ORCLORACLE1.22%1.04%0.18%IYW
QCOMQUALCOMM0.84%0.81%0.03%IYW
ADIANALOG DEVICES0.91%0.80%0.11%IYW
DELLDELL TECHNOLOGIES C0.65%0.54%0.11%IYW
HPEHEWLETT PACKARD ENTERPRISE0.34%0.25%0.09%IYW
MCHPMICROCHIP TECHNOLOGY0.20%0.20%≈ even
NTAPNETAPP0.19%0.13%0.06%IYW
VRSNVERISIGN0.12%0.09%0.03%IYW
CTSHCOGNIZANT TECH SOLUTIONS A0.13%0.08%0.05%IYW
HPQHP0.13%0.08%0.05%IYW
CDWCDW CORP/DE0.09%0.07%0.02%IYW
GENGEN DIGITAL0.07%0.06%0.01%IYW
SSNCSS&C Technologies Holdings0.08%0.05%0.03%IYW
MTCHMatch Group0.04%0.04%≈ even
SWKSSKYWORKS SOLUTIONS0.05%0.04%0.01%IYW
AMKRAmkor Technology0.03%0.04%0.01%VYM
AVTAvnet0.04%0.03%0.01%IYW
DOXAmdocs Ltd.0.03%0.02%0.01%IYW
KBR0.02%0.02%≈ even
OLEDUniversal Display0.02%0.02%≈ even
SAICScience Applications International0.03%0.02%0.01%IYW
DLBDolby Laboratories Class A0.02%0.01%0.01%IYW

1–20 of 25

Sector exposure: IYW vs VYM

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn IYWIn VYM
Technology
83.6%17.8%
Financial Services
0.2%20.9%
Communication Services
15.1%3.0%
Healthcare
0.0%13.2%
Industrials
0.6%12.6%
Energy
0.0%8.6%
Consumer Defensive
0.0%8.1%
Consumer Cyclical
0.4%6.8%
Utilities
0.0%5.6%
Basic Materials
0.0%3.2%
Real Estate
0.0%0.0%

Weights are of each fund’s classified equity holdings.

All holdings in IYW and VYM

IYW

VYM


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

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Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.