VYM vs IUSG overlap
VYM and IUSG overlap 16.8% by weight, across 97 shared holdings.
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Top shared holdings
| Holding | VYM | IUSG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 7.35% | 4.78% | 4.78% |
| JPMorgan ChaseJPM | 3.82% | 1.59% | 1.59% |
| Caterpillar Inc.CAT | 1.50% | 1.31% | 1.31% |
| Johnson&JohnsonJNJ | 2.51% | 0.96% | 0.96% |
| RTX Corp.RTX | 1.18% | 0.68% | 0.68% |
| Cisco SystemsCSCO | 1.86% | 0.66% | 0.66% |
| Abbvie Inc.ABBV | 1.80% | 0.55% | 0.55% |
| Goldman Sachs GPGS | 1.13% | 0.52% | 0.52% |
| Philip Morris inPM | 1.21% | 0.42% | 0.42% |
| Morgan StanleyMS | 0.96% | 0.41% | 0.41% |
| IBMIBM | 0.85% | 0.37% | 0.37% |
| Amgen Inc.AMGN | 0.78% | 0.36% | 0.36% |
| Coca-Cola Co/theKO | 1.38% | 0.35% | 0.35% |
| Oracle Corp.ORCL | 0.90% | 0.35% | 0.35% |
| Newmont Corp.NEM | 0.41% | 0.27% | 0.27% |
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; IUSG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VYM | IUSG |
|---|---|---|
| Bank of America Corp. | $2.0B | $10.1B |
| Morgan Stanley | $1.7B | $2.8B |
| LPL Financial LLC | $1.1B | $2.8B |
| Jones Financial Companies LLLP | $527.8M | $1.2B |
| Raymond James Financial Inc. | $1.3B | $277.7M |
| Wells Fargo & Company | $964.1M | $212.2M |
| Envestnet Asset Management Inc. | $571.1M | $595.5M |
| JPMorgan Chase & Co | $875.7M | $284.7M |
| UBS Group AG | $580.7M | $245.9M |
| Ameriprise Financial Inc. | $587.2M | $90.4M |
| Royal Bank of Canada | $398.0M | $234.6M |
| Creative Planning | $606.0M | $15.9M |
| Cetera Investment Advisers | $446.1M | $123.6M |
| Commonwealth Equity Services, LLC | $358.2M | $152.3M |
| HighTower Advisors, LLC | $231.8M | $275.7M |
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, IUSG institutional holders.
Frequently asked questions
How much do VYM and IUSG overlap?
16.8% by weight, with 97 holdings in common, using holdings for VYM as of July 31, 2026 and IUSG as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both VYM and IUSG?
645 Form 13F filers report positions in both, out of 2,345 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%.