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ETF comparison

IVOO vs VYM

US Mid Cap vs Dividend.

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · Vanguard High Dividend Yield Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
4.4 %

148 positions appear in both funds. Buying equal dollars of IVOO and VYM would leave roughly 4.4% of each dollar exposed to the same underlying securities.

IVOO unmatched 95.4% Shared 4.4% VYM unmatched 95.3%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IVOO only
252 positions
Shared
148 positions
In VYM only
456 positions

Side by side

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard · US Mid Cap

92 composite / 100
Expense ratio
0.070%
Net assets
$5.81B
whole fund, 2 share classes
TTM yield
1.19%
Top-10 conc.
7.8%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$100.99B
whole fund, 2 share classes
TTM yield
2.25%
Top-10 conc.
26.1%

Sub-score comparison

93
Cost
96
88
Tax efficiency
76
90
Liquidity
100
100
Concentration
77
—
Tracking quality
—
IVOO sub-score VYM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VYM is 3 bps cheaper than IVOO. On a $100,000 position that's about $30/yr more in fees for IVOO.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IVOO vs VYM.

Top shared holdings

148 shared in total
# Holding In IVOO In VYM Overlap
1 Reliance Inc 0.55% 0.08% 0.08%
2 East West Bancorp Inc 0.49% 0.07% 0.07%
3 Ovintiv Inc 0.51% 0.07% 0.07%
4 Prc Newco Inc 0.51% 0.07% 0.07%
5 Pinnacle Financial Partners Inc 0.42% 0.06% 0.06%
6 Reinsurance Group of America Inc 0.45% 0.06% 0.06%
7 HF Sinclair Corp 0.44% 0.06% 0.06%
8 DT Midstream Inc 0.37% 0.06% 0.06%
9 Unum Group 0.38% 0.06% 0.06%
10 RPM International Inc 0.37% 0.05% 0.05%
11 Texas Roadhouse Inc 0.36% 0.05% 0.05%
12 Equitable Holdings Inc 0.40% 0.05% 0.05%

Only in IVOO

252 total
  • Twilio Inc 1.00%
  • Illumina Inc 0.91%
  • TechnipFMC PLC 0.87%
  • Everpure Inc 0.82%
  • Okta Inc 0.81%
  • ATI Inc 0.78%
  • nVent Electric PLC 0.68%
  • Carpenter Technology Corp 0.66%
  • US Foods Holding Corp 0.65%
  • Tenet Healthcare Corp 0.64%

Only in VYM

456 total
  • Broadcom Inc 7.35%
  • JPMorgan Chase & Co 3.82%
  • ExxonMobil Holdings Corp 2.63%
  • Johnson & Johnson 2.51%
  • Cisco Systems Inc 1.86%
  • AbbVie Inc 1.80%
  • Bank of America Corp 1.66%
  • UnitedHealth Group Inc 1.52%
  • Caterpillar Inc 1.50%
  • Chevron Corp 1.48%

Percentages are holdings overlap with the named fund.

Open IVOO or VYM at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.