Skip to main content

ETF comparison

IUSG vs VYM

US Large Cap Growth vs Dividend.

iShares Core S&P U.S. Growth ETF · Vanguard High Dividend Yield Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
16.8 %

97 positions appear in both funds. Buying equal dollars of IUSG and VYM would leave roughly 16.8% of each dollar exposed to the same underlying securities.

IUSG unmatched 83.1% Shared 16.8% VYM unmatched 82.9%

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 IUSG only
293 positions
Shared
97 positions
In VYM only
507 positions

Side by side

IUSG

iShares Core S&P U.S. Growth ETF

iShares · US Large Cap Growth

87 composite / 100
Expense ratio
0.040%
Net assets
$34.00B
TTM yield
0.49%
Top-10 conc.
53.5%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$95.75B
whole fund, 2 share classes
TTM yield
2.28%
Top-10 conc.
26.1%

Sub-score comparison

96
Cost
96
90
Tax efficiency
76
100
Liquidity
100
38
Concentration
77
—
Tracking quality
—
IUSG sub-score VYM

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

Cost difference

Expense ratios are effectively identical (0.040% vs 0.040%).

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 IUSG vs VYM.

Top shared holdings

97 shared in total
# Holding In IUSG In VYM Overlap
1 BROADCOM INC 4.78% 7.35% 4.78%
2 JP MORGAN CHASE & COMPANY 1.59% 3.82% 1.59%
3 CATERPILLAR INC 1.31% 1.50% 1.31%
4 JOHNSON & JOHNSON 0.96% 2.51% 0.96%
5 RTX CORP 0.68% 1.18% 0.68%
6 CISCO SYSTEMS INC 0.66% 1.86% 0.66%
7 ABBVIE INC 0.55% 1.80% 0.55%
8 GOLDMAN SACHS GROUP INC (THE) 0.52% 1.13% 0.52%
9 PHILIP MORRIS INTERNATIONAL INC 0.42% 1.21% 0.42%
10 MORGAN STANLEY 0.41% 0.96% 0.41%
11 INTERNATIONAL BUSINESS MACHINES CORP 0.37% 0.85% 0.37%
12 AMGEN INC 0.36% 0.78% 0.36%

Only in IUSG

293 total
  • NVIDIA CORP 12.95%
  • MICROSOFT CORP 7.41%
  • APPLE INC 5.68%
  • ALPHABET INC 5.60%
  • ALPHABET INC 4.46%
  • MICRON TECHNOLOGY INC 3.48%
  • META PLATFORMS INC 3.31%
  • AMAZON.COM INC 3.31%
  • ELI LILLY & COMPANY 2.54%
  • ADVANCED MICRO DEVICES INC 2.53%

Only in VYM

507 total
  • ExxonMobil Holdings Corp 2.63%
  • Bank of America Corp 1.66%
  • UnitedHealth Group Inc 1.52%
  • Chevron Corp 1.48%
  • Procter & Gamble Co/The 1.37%
  • Home Depot Inc/The 1.34%
  • Merck & Co Inc 1.31%
  • Wells Fargo & Co 1.07%
  • Texas Instruments Inc 1.02%
  • Linde PLC 0.90%

Percentages are holdings overlap with the named fund.

Open IUSG 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.