SPYM and VIG overlap by 40.2%: that much of every dollar in either fund is invested exactly as the other fund invests it. They have 167 companies in common, the heaviest first below.
Also searched as VIG vs SPYM.
The two filings describe different dates, 30 June 2026 for SPYM and 30 April 2026 for VIG, so part of any difference is a month of drift rather than a difference in what the funds hold.
The heaviest companies both funds hold. The shared figure is the smaller of the two weights, which is the part of each dollar that lands in the same place either way.
#
Company
SPYM
VIG
1
Apple Inc
6.59%
4.07%
2
Microsoft Corp
4.29%
3.97%
3
Broadcom Inc
2.77%
5.18%
4
Eli Lilly & Co
1.47%
3.34%
5
JPMorgan Chase & Co
1.36%
3.59%
6
Johnson & Johnson
0.95%
2.49%
7
Visa Inc
0.88%
2.33%
8
Exxon Mobil Corp
0.88%
2.90%
9
Lam Research Corp
0.84%
1.45%
10
Walmart Inc
0.77%
2.60%
11
Caterpillar Inc
0.76%
1.87%
12
Cisco Systems Inc
0.72%
1.63%
13
AbbVie Inc
0.69%
1.68%
14
Costco Wholesale Corp
0.64%
2.03%
15
Mastercard Inc
0.64%
1.84%
16
KLA Corp
0.61%
1.03%
17
UnitedHealth Group Inc
0.58%
1.51%
18
Bank of America Corp
0.58%
1.57%
19
Home Depot Inc/The
0.54%
1.47%
20
Procter & Gamble Co/The
0.53%
1.54%
21
Merck & Co Inc
0.49%
1.22%
22
Coca-Cola Co/The
0.49%
1.37%
23
Goldman Sachs Group Inc/The
0.46%
1.19%
24
Texas Instruments Inc
0.42%
1.15%
25
International Business Machines Corp
0.41%
0.97%
Where they differ
SPYM reports 506 holdings and VIG reports 333. 167 of them appear in both, which leaves 339 only in SPYM and 166 only in VIG.
VIGVanguard Dividend Appreciation Index Fund ETF Shares
333
0.04%
1.44%
99.36%30 April 2026
Both sets of holdings come from the funds' own Form N-PORT filings with the SEC, covering 99.87% of SPYM and 99.36% of VIG. Overlap is the sum of the smaller weight over every company both funds hold. Costs are as stated in each fund's prospectus, and yields come from our market data provider.
Now see it across a whole portfolio
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Fund Explorer is informational research only. Not investment advice. Vestiio is not supervised by FINMA.
SEC 13F filings are delayed manager-level disclosures and do not show the full portfolio, including cash,
shorts, private assets, many derivatives, fees, leverage, or trades made between reporting dates.