ETF overlap · Updated August 15, 2026

SPYG vs VYM: Holdings Overlap

State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG) and Vanguard High Dividend Yield ETF (VYM) share 43 holdings, with roughly 17.3% of their portfolio weight overlapping.

Weight overlap

17.3%

Shared portfolio weight

Shared holdings

43

Securities in both funds

Funds

SPYG · VYM

Compared side by side

Compare SPYG and VYM live →

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

All 43 holdings SPYG 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 SPYGIn VYMWeight gap
AVGOBROADCOM5.38%7.29%1.91%VYM
JPMJPMORGAN CHASE1.80%3.38%1.58%VYM
CATCaterpillar1.07%2.01%0.94%VYM
JNJJOHNSON + JOHNSON1.01%2.54%1.53%VYM
RTX0.81%1.06%0.25%VYM
CSCOCISCO SYSTEMS0.65%1.92%1.27%VYM
ABBVABBVIE0.55%1.85%1.30%VYM
GSGoldman Sachs Group0.54%1.15%0.61%VYM
PMPHILIP MORRIS INTERNATIONAL0.45%1.17%0.72%VYM
MSMORGAN STANLEY0.43%0.97%0.54%VYM
AMGNAmgen0.42%0.75%0.33%VYM
KOCoca-Cola0.39%1.31%0.92%VYM
ORCLORACLE0.38%1.04%0.66%VYM
NEMNEWMONT0.33%0.41%0.08%VYM
IBMInternational Business Machines0.32%1.10%0.78%VYM
GILDGILEAD SCIENCES0.25%0.65%0.40%VYM
MCDMcDonald's0.23%0.80%0.57%VYM
RCLROYAL CARIBBEAN CRUISES LTD0.21%0.33%0.12%VYM
BNYBANK OF NEW YORK MELLON0.19%0.41%0.22%VYM
PGRPROGRESSIVE0.19%0.53%0.34%VYM
JCIJOHNSON CONTROLS INTERNATION0.17%0.37%0.20%VYM
CMICUMMINS0.16%0.41%0.25%VYM
CMECME Group0.15%0.33%0.18%VYM
GDGENERAL DYNAMICS0.14%0.38%0.24%VYM
TELTE CONNECTIVITY0.12%0.24%0.12%VYM
APOAPOLLO GLOBAL MANAGEMENT0.10%0.21%0.11%VYM
CCLCARNIVAL LTD0.10%0.15%0.05%VYM
EBAY0.09%0.21%0.12%VYM
ROKROCKWELL AUTOMATION0.07%0.23%0.16%VYM
TPRTAPESTRY0.07%0.12%0.05%VYM
FERGFerguson Plc.0.06%0.19%0.13%VYM
MSCI0.06%0.16%0.10%VYM
VRSNVERISIGN0.06%0.09%0.03%VYM
YUMYUM BRANDS0.06%0.18%0.12%VYM
NRGNRG ENERGY0.05%0.12%0.07%VYM
CINFCINCINNATI FINANCIAL0.04%0.12%0.08%VYM
LVSLAS VEGAS SANDS0.04%0.05%0.01%VYM
RLRALPH LAUREN0.04%0.06%0.02%VYM
ROLROLLINS0.03%0.05%0.02%VYM
WRBWR BERKLEY0.03%0.07%0.04%VYM
ALLEALLEGION0.02%0.05%0.03%VYM
FOXAFOX CLASS A0.02%0.04%0.02%VYM
FOXFOX CLASS B0.01%0.03%0.02%VYM

1–20 of 43

Sector exposure: SPYG 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 SPYGIn VYM
Technology
53.4%17.8%
Financial Services
8.9%20.9%
Healthcare
6.2%13.2%
Industrials
6.0%12.6%
Communication Services
14.8%3.0%
Consumer Cyclical
8.4%6.8%
Consumer Defensive
1.0%8.1%
Energy
0.0%8.6%
Utilities
0.3%5.6%
Basic Materials
0.3%3.2%
Real Estate
0.6%0.0%

Weights are of each fund’s classified equity holdings.

All holdings in SPYG and VYM

SPYG

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.