Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

VB vs VYM: how they differ

VB and VYM hold 11% of their weight in the same names, and VYM returned more over the year.

Vanguard Small-Cap Index Fund and Vanguard High Dividend Yield Index Fund.

What they hold in common

By the books each fund has filed, VB and VYM hold 11% of their money in the same securities at the same weight.

Positions VB and VYM both hold, largest shared weight first
HoldingVBVYM
EQT Corp0.20%0.15%
NRG Energy Inc0.38%0.13%
Atmos Energy Corp0.35%0.13%
Tapestry Inc0.36%0.12%
Dow Inc0.12%0.12%
Hubbell Inc0.17%0.11%
Omnicom Group Inc0.25%0.10%
Albemarle Corp0.19%0.10%
Expand Energy Corp0.27%0.10%
NiSource Inc0.14%0.10%
CH Robinson Worldwide Inc0.26%0.09%
Williams-Sonoma Inc0.33%0.09%
Largest positions each one holds and the other does not
Only in VBOnly in VYM
Credo Technology Group Holding Ltd 0.55%Broadcom Inc 8.07%
Jabil Inc 0.49%JPMorgan Chase & Co 3.36%
REVOLUTION Medicines Inc 0.46%Exxon Mobil Corp 2.73%
Astera Labs Inc 0.45%Johnson & Johnson 2.31%
Natera Inc 0.45%Caterpillar Inc 1.73%
EMCOR Group Inc 0.45%AbbVie Inc 1.57%
Twilio Inc 0.38%Cisco Systems Inc 1.52%
MKS Instruments Inc 0.37%Chevron Corp 1.51%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

VB and VYM on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
VB
Vanguard Small-Cap Index Fund
VYM
Vanguard High Dividend Yield Index Fund
Where it sitsCore index fundCore index fund
IssuerVanguardVanguard
What it isSmall-CapUS high dividend
Total return, 1 year+15.2%+17.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−2.3 pts+0.1 pts
Expense ratio0.03%0.04%
Already in the S&P 50021.7%92.2%
Holdings1311608

VB in plain words

VB is an index equity fund tracking the Small-Cap. Over the year to Sep 11, 2026 it returned +15.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 1311 positions, with the top ten at 4.3%. It sat 5.1% below its high of Aug 14, 2026 on Sep 11, 2026.

VYM in plain words

VYM is an index equity fund tracking the US high dividend. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 608 positions, with the top ten at 25.7%.

Questions people ask

Which returned more over the last year, VB or VYM?
In the year to Sep 12, 2026, with distributions reinvested, VB returned +15.2% and VYM returned +17.6%, so VYM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, VB or VYM?
VB charges 0.03% a year and VYM charges 0.04%, so VB is cheaper. Fees come from each fund's prospectus.
How much do VB and VYM overlap with the S&P 500?
By their latest filed holdings, 22% of VB and 92% of VYM by weight is stocks the S&P 500 already holds. Between the two funds, 11% of their books are the same securities at the same weight.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

VB against VYM, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, VB against VYM, data as of Sep 12, 2026. https://etfiq.com/compare/any/VB-VYM Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources