ETF comparison
VBR vs VYM
US Small Cap vs Dividend.
Vanguard Morningstar Small-Cap Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
343 positions appear in both funds. Buying equal dollars of VBR and VYM would leave roughly 9.8% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VYM is 1 bps cheaper than VBR. On a $100,000 position that's about $10/yr more in fees for VBR.
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 VBR vs VYM.
Top shared holdings
343 shared in total| # | Holding | In VBR | In VYM | Overlap |
|---|---|---|---|---|
| 1 | EQT Corp | 0.18% | 0.13% | 0.13% |
| 2 | Tapestry Inc | 0.63% | 0.13% | 0.13% |
| 3 | Atmos Energy Corp | 0.62% | 0.12% | 0.12% |
| 4 | NRG Energy Inc | 0.66% | 0.11% | 0.11% |
| 5 | Williams-Sonoma Inc | 0.59% | 0.11% | 0.11% |
| 6 | Hubbell Inc | 0.15% | 0.10% | 0.10% |
| 7 | Smurfit Westrock PLC | 0.52% | 0.10% | 0.10% |
| 8 | Omnicom Group Inc | 0.44% | 0.09% | 0.09% |
| 9 | Dow Inc | 0.21% | 0.09% | 0.09% |
| 10 | International Paper Co | 0.22% | 0.09% | 0.09% |
| 11 | Expand Energy Corp | 0.47% | 0.09% | 0.09% |
| 12 | NiSource Inc | 0.24% | 0.09% | 0.09% |
Only in VBR
497 total- Jabil Inc 0.87%
- Moderna Inc 0.54%
- F5 Inc 0.50%
- US Foods Holding Corp 0.48%
- JB Hunt Transport Services Inc 0.47%
- TD SYNNEX Corp 0.41%
- Essex Property Trust Inc 0.40%
- EMCOR Group Inc 0.40%
- Invitation Homes Inc 0.38%
- Akamai Technologies Inc 0.37%
Only in VYM
261 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Caterpillar Inc 1.50%
- Chevron Corp 1.48%
Related comparisons
More comparisons with VBR
- VBR vs IJT · iShares S&P Small-Cap 600 Growth ETF 9.5%
- VBR vs CALF · Pacer US Small Cap Cash Cows 100 ETF 9.3%
- VBR vs VTI · Vanguard Morningstar Total Stock Market ETF 7.2%
- VBR vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.2%
- VBR vs SCHB · Schwab U.S. Broad Market ETF 6.9%
- VBR vs DGRO · iShares Core Dividend Growth ETF 6.3%
More comparisons with VYM
- VYM vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 9.7%
- VYM vs VUG · Vanguard Morningstar Growth ETF 7.5%
- VYM vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 7.4%
- VYM vs MOAT · VanEck Morningstar Wide Moat ETF 7.4%
- VYM vs PEY · Invesco High Yield Equity Dividend Achievers ETF 6.9%
- VYM vs VFLO · Victoryshares Free Cash Flow ETF 6.6%
Percentages are holdings overlap with the named fund.
Open VBR 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.