Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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16

Number of overlapping holdings

24.2%

% of HART's 75 holdings also in IYH

15.8%

% of IYH's 104 holdings also in HART

Overlap by Weight
Sector Drift (HART minus IYH)
Overlapping Holdings

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Company Weight
in HART
Weight
in IYH
Overlap
ELI LILLY & CO 5.4% 12.8% 5.4%
JOHNSON & JOHNSON 5.3% 7.3% 5.3%
ABBOTT LABORATORIES 5.7% 4.4% 4.4%
BOSTON SCIENTIFIC CORP 5.4% 3.0% 3.0%
PFIZER INC 5.0% 2.7% 2.7%

Position Highlights (Non-Overlapping Exposures)
HART Overweight Relative to IYH
ASTRAZENECA PLC 5.6%
NOVARTIS AG 5.3%
ALPHABET INC. CLASS A 5.0%
APPLE INC 4.9%
SANOFI-AVENTIS 4.0%
NOVO NORDISK A/S-B 4.0%
MEDTRONIC PLC 3.2%
BRISTOL-MYERS SQUIBB CO 3.1%
NIKE INC -CL B 2.7%
BOSTON SCIENTIFIC CORP 2.4%
HART Underweight Relative to IYH
ELI LILLY & CO -7.4%
UNITEDHEALTH GROUP INC -7.1%
ABBVIE INC -6.8%
MERCK & CO. INC. -4.1%
INTUITIVE SURGICAL INC -3.6%
THERMO FISHER SCIENTIFIC INC -3.1%
AMGEN INC -2.9%
STRYKER CORP -2.6%
VERTEX PHARMACEUTICALS INC -2.5%
GILEAD SCIENCES INC -2.5%
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