VYM vs SCHG overlap
VYM and SCHG overlap 10.2% by weight, across 22 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VYM: July 31, 2026, SCHG: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VYM | SCHG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 7.35% | 4.55% | 4.55% |
| Unitedhealth GRPUNH | 1.52% | 1.20% | 1.20% |
| Linde PLCLIN | 0.90% | 0.81% | 0.81% |
| Walt Disney Co/TDIS | 0.69% | 0.63% | 0.63% |
| Blackrock Inc.BLK | 0.68% | 0.52% | 0.52% |
| Progressive Corp.PGR | 0.50% | 0.39% | 0.39% |
| T-Mobile US Inc.TMUS | 0.34% | 0.31% | 0.31% |
| Phillips 66PSX | 0.34% | 0.25% | 0.25% |
| Baker Hughes CoBKR | 0.24% | 0.22% | 0.22% |
| TE ConnectivityTEL | 0.24% | 0.22% | 0.22% |
| Apollo Global MAAPO | 0.21% | 0.21% | 0.21% |
| Targa ResourcesTRGP | 0.23% | 0.19% | 0.19% |
| MSCI Inc.MSCI | 0.16% | 0.16% | 0.16% |
| Humana Inc.HUM | 0.18% | 0.13% | 0.13% |
| Carnival Corp. LTCCL | 0.14% | 0.13% | 0.13% |
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; SCHG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VYM | SCHG |
|---|---|---|
| Envestnet Asset Management Inc. | $571.1M | $2.1B |
| LPL Financial LLC | $1.1B | $1.3B |
| Bank of America Corp. | $2.0B | $285.8M |
| Morgan Stanley | $1.7B | $322.1M |
| Raymond James Financial Inc. | $1.3B | $574.2M |
| SEI Investments Co | $46.3M | $1.6B |
| Financial Engines Advisors L.L.C. | $2.5M | $1.3B |
| Wells Fargo & Company | $964.1M | $354.4M |
| JPMorgan Chase & Co | $875.7M | $275.1M |
| Ameriprise Financial Inc. | $587.2M | $542.1M |
| Cetera Investment Advisers | $446.1M | $644.2M |
| Vantagepoint Investment Advisers LLC | $345.2M | $577.6M |
| Osaic Holdings, Inc. | $256.7M | $622.6M |
| Mariner, LLC | $89.7M | $653.4M |
| Creative Planning | $606.0M | $110.0M |
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, SCHG institutional holders.
Frequently asked questions
How much do VYM and SCHG overlap?
10.2% by weight, with 22 holdings in common, using holdings for VYM as of July 31, 2026 and SCHG as of May 31, 2026. The largest shared position is AVGO.
Do institutions hold both VYM and SCHG?
1,039 Form 13F filers report positions in both, out of 2,689 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%.