ETF overlap · Updated August 15, 2026

SPYD vs VYM: Holdings Overlap

State Street® SPDR® Portfolio S&P 500® High Dividend ETF (SPYD) and Vanguard High Dividend Yield ETF (VYM) share 60 holdings, with roughly 12.8% of their portfolio weight overlapping.

Weight overlap

12.8%

Shared portfolio weight

Shared holdings

60

Securities in both funds

Funds

SPYD · VYM

Compared side by side

Compare SPYD and VYM live →

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

All 60 holdings SPYD 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 SPYDIn VYMWeight gap
CVXChevron1.21%1.28%0.07%VYM
PEPPEPSICO1.26%0.77%0.49%SPYD
VZVerizon Communications1.31%0.74%0.57%SPYD
TAT+T1.27%0.58%0.69%SPYD
PFEPFIZER1.31%0.57%0.74%SPYD
MOALTRIA GROUP1.16%0.50%0.66%SPYD
BMYBRISTOL MYERS SQUIBB1.31%0.49%0.82%SPYD
MDTMEDTRONIC1.30%0.42%0.88%SPYD
DUKDuke Energy1.20%0.41%0.79%SPYD
USBUS BANCORP1.22%0.39%0.83%SPYD
BXBLACKSTONE1.34%0.36%0.98%SPYD
CMCSACOMCAST CLASS A1.32%0.36%0.96%SPYD
UPSUNITED PARCEL SERVICE CL B1.10%0.33%0.77%SPYD
ACNACCENTURE CL A1.51%0.32%1.19%SPYD
EOGEOG RESOURCES1.17%0.29%0.88%SPYD
HONHONEYWELL INTERNATIONAL1.28%0.29%0.99%SPYD
KMIKINDER MORGAN1.19%0.26%0.93%SPYD
TFCTRUIST FINANCIAL1.26%0.26%1.00%SPYD
DDOMINION ENERGY1.16%0.25%0.91%SPYD
TGTTARGET1.32%0.25%1.07%SPYD
FFORD MOTOR1.18%0.23%0.95%SPYD
OKEONEOK1.18%0.23%0.95%SPYD
EXCEXELON1.20%0.20%1.00%SPYD
NKENIKE CL B1.23%0.20%1.03%SPYD
PRUPRUDENTIAL FINANCIAL1.26%0.16%1.10%SPYD
HBANHUNTINGTON BANCSHARES1.17%0.15%1.02%SPYD
KMBKIMBERLY CLARK1.23%0.15%1.08%SPYD
KVUEKENVUE1.24%0.15%1.09%SPYD
PAYXPAYCHEX1.34%0.13%1.21%SPYD
EIXEDISON INTERNATIONAL1.03%0.12%0.91%SPYD
ESEVERSOURCE ENERGY1.20%0.11%1.09%SPYD
FEFIRSTENERGY1.18%0.11%1.07%SPYD
RFREGIONS FINANCIAL1.26%0.11%1.15%SPYD
SWSMURFIT WESTROCK1.30%0.10%1.20%SPYD
TROWT ROWE PRICE GROUP1.21%0.10%1.11%SPYD
ARESARES MANAGEMENT A1.43%0.09%1.34%SPYD
KEYKEYCORP1.21%0.09%1.12%SPYD
OMCOMNICOM GROUP1.29%0.09%1.20%SPYD
AMCRAMCOR1.35%0.08%1.27%SPYD
DOW1.20%0.08%1.12%SPYD
EVRGEVERGY1.19%0.08%1.11%SPYD
FISFIDELITY NATIONAL INFO SERV1.31%0.08%1.23%SPYD
GISGENERAL MILLS1.21%0.08%1.13%SPYD
HPQHP1.39%0.08%1.31%SPYD
IPINTERNATIONAL PAPER1.32%0.08%1.24%SPYD
KHCKRAFT HEINZ1.19%0.08%1.11%SPYD
BBYBEST BUY1.14%0.06%1.08%SPYD
LYBLYONDELLBASELL INDU CL A1.22%0.06%1.16%SPYD
SWKSTANLEY BLACK + DECKER1.40%0.06%1.34%SPYD
CLXCLOROX1.36%0.05%1.31%SPYD
HASHASBRO1.27%0.05%1.22%SPYD
MKCMCCORMICK + NON VTG SHRS1.24%0.05%1.19%SPYD
PNWPINNACLE WEST CAPITAL1.17%0.05%1.12%SPYD
SJMJM SMUCKER1.24%0.05%1.19%SPYD
AES1.22%0.04%1.18%SPYD
BENFRANKLIN RESOURCES1.30%0.04%1.26%SPYD
SWKSSKYWORKS SOLUTIONS1.31%0.04%1.27%SPYD
HRLHORMEL FOODS1.23%0.03%1.20%SPYD
MOSMOSAIC1.27%0.03%1.24%SPYD
TAPMOLSON COORS BEVERAGE B1.28%0.02%1.26%SPYD

1–20 of 60

Sector exposure: SPYD 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 SPYDIn VYM
Financial Services
12.7%20.9%
Technology
6.9%17.8%
Real Estate
24.5%0.0%
Consumer Defensive
15.0%8.1%
Healthcare
3.9%13.2%
Industrials
3.8%12.6%
Utilities
10.6%5.6%
Consumer Cyclical
8.8%6.8%
Energy
4.8%8.6%
Communication Services
5.2%3.0%
Basic Materials
3.7%3.2%

Weights are of each fund’s classified equity holdings.

All holdings in SPYD and VYM

SPYD

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.

Related comparisons

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.