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ETF comparison

VIG vs VO

Dividend vs US Mid Cap.

Vanguard Dividend Appreciation Index Fund ETF Shares · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
13.5 %

78 positions appear in both funds. Buying equal dollars of VIG and VO would leave roughly 13.5% of each dollar exposed to the same underlying securities.

VIG unmatched 86.1% Shared 13.5% VO unmatched 86.2%

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 VIG only
255 positions
Shared
78 positions
In VO only
204 positions

Side by side

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.49%
Top-10 conc.
33.4%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

97 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

96
Cost
97
78
Tax efficiency
89
100
Liquidity
100
67
Concentration
100
—
Tracking quality
—
VIG sub-score VO

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

Cost difference

VO is 1 bps cheaper than VIG. On a $100,000 position that's about $10/yr more in fees for VIG.

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 VIG vs VO.

Top shared holdings

78 shared in total
# Holding In VIG In VO Overlap
1 Cummins Inc 0.38% 0.95% 0.38%
2 Phillips 66 0.37% 0.66% 0.37%
3 Travelers Cos Inc/The 0.34% 0.34% 0.34%
4 Aon PLC 0.33% 0.33% 0.33%
5 Motorola Solutions Inc 0.31% 0.67% 0.31%
6 American Electric Power Co Inc 0.30% 0.36% 0.30%
7 Allstate Corp/The 0.29% 0.59% 0.29%
8 Air Products and Chemicals Inc 0.28% 0.32% 0.28%
9 Cintas Corp 0.30% 0.28% 0.28%
10 Arthur J Gallagher & Co 0.28% 0.57% 0.28%
11 Comfort Systems USA Inc 0.26% 0.67% 0.26%
12 Cencora Inc 0.26% 0.51% 0.26%

Only in VIG

255 total
  • Broadcom Inc 4.63%
  • Apple Inc 4.45%
  • Microsoft Corp 4.34%
  • JPMorgan Chase & Co 4.07%
  • Eli Lilly & Co 3.93%
  • ExxonMobil Holdings Corp 2.78%
  • Johnson & Johnson 2.67%
  • Visa Inc 2.45%
  • Walmart Inc 2.11%
  • Mastercard Inc 2.00%

Only in VO

204 total
  • Vertiv Holdings Co 1.22%
  • Western Digital Corp 1.06%
  • Seagate Technology Holdings PLC 1.05%
  • Quanta Services Inc 1.04%
  • Howmet Aerospace Inc 1.04%
  • Datadog Inc 0.83%
  • Bloom Energy Corp 0.79%
  • Constellation Energy Corp 0.78%
  • Robinhood Markets Inc 0.77%
  • Cloudflare Inc 0.76%

Percentages are holdings overlap with the named fund.

Open VIG or VO 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.