VYM vs SPYV overlap
VYM and SPYV overlap 55.9% by weight, across 244 shared holdings.
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Top shared holdings
| Holding | VYM | SPYV | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 2.63% | 1.95% | 1.95% |
| Unitedhealth GRPUNH | 1.52% | 1.30% | 1.30% |
| Bank of AmericaBAC | 1.66% | 1.28% | 1.28% |
| Home Depot Inc.HD | 1.34% | 1.21% | 1.21% |
| Procter & GamblePG | 1.37% | 1.18% | 1.18% |
| Merck & CoMRK | 1.31% | 1.09% | 1.09% |
| Chevron Corp.CVX | 1.48% | 1.07% | 1.07% |
| JPMorgan ChaseJPM | 3.82% | 0.97% | 0.97% |
| Texas InstrumentTXN | 1.02% | 0.93% | 0.93% |
| Wells Fargo & CoWFC | 1.07% | 0.87% | 0.87% |
| Johnson&JohnsonJNJ | 2.51% | 0.86% | 0.86% |
| Abbvie Inc.ABBV | 1.80% | 0.83% | 0.83% |
| Linde PLCLIN | 0.90% | 0.83% | 0.83% |
| Citigroup Inc.C | 0.89% | 0.82% | 0.82% |
| Cisco SystemsCSCO | 1.86% | 0.75% | 0.75% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: VYM, SEC Form N-PORT, July 31, 2026; SPYV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VYM | SPYV |
|---|---|---|
| Financial Engines Advisors L.L.C. | $2.5M | $5.0B |
| LPL Financial LLC | $1.1B | $3.2B |
| Bank of America Corp. | $2.0B | $1.1B |
| Morgan Stanley | $1.7B | $590.4M |
| Goldman Sachs Group Inc. | $288.0M | $1.4B |
| Raymond James Financial Inc. | $1.3B | $424.6M |
| JPMorgan Chase & Co | $875.7M | $401.2M |
| Allworth Financial LP | $113.1M | $1.1B |
| Wells Fargo & Company | $964.1M | $143.0M |
| Ameriprise Financial Inc. | $587.2M | $460.7M |
| UBS Group AG | $580.7M | $370.6M |
| Envestnet Asset Management Inc. | $571.1M | $261.4M |
| Cetera Investment Advisers | $446.1M | $254.5M |
| Royal Bank of Canada | $398.0M | $296.7M |
| Jones Financial Companies LLLP | $527.8M | $143.5M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: VYM institutional holders, SPYV institutional holders.
Frequently asked questions
How much do VYM and SPYV overlap?
55.9% by weight, with 244 holdings in common, using holdings for VYM as of July 31, 2026 and SPYV as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both VYM and SPYV?
783 Form 13F filers report positions in both, out of 2,491 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.