Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
26.0%
% of HART's 77 holdings also in IYH
18.2%
% of IYH's 113 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 | |
|---|---|---|---|---|
 |
MERCK & CO. INC. | 5.0% | 5.4% | 5.0% |
|
ELI LILLY & CO | 4.7% | 5.7% | 4.7% |
|
UNITEDHEALTH GROUP INC | 4.6% | 9.0% | 4.6% |
|
JOHNSON & JOHNSON | 4.5% | 8.2% | 4.5% |
|
PFIZER INC | 4.2% | 4.6% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
HART Overweight Relative to IYH
 |
NOVO NORDISK A/S-B | 6.1% |
|
APPLE INC | 5.5% |
|
ALPHABET INC. CLASS A | 5.4% |
 |
ASTRAZENECA PLC | 5.2% |
 |
NESTLE SA-REG | 5.1% |
|
NOVARTIS AG | 4.9% |
|
NIKE INC -CL B | 1.5% |
|
BRISTOL-MYERS SQUIBB CO | 1.5% |
|
ABBOTT LABORATORIES | 1.3% |
 |
SANOFI-AVENTIS | 1.1% |
HART Underweight Relative to IYH
|
ABBVIE INC | -5.6% |
|
UNITEDHEALTH GROUP INC | -4.4% |
|
THERMO FISHER SCIENTIFIC INC | -4.4% |
|
JOHNSON & JOHNSON | -3.7% |
|
DANAHER CORP | -3.2% |
|
AMGEN INC | -2.5% |
|
GILEAD SCIENCES INC | -2.0% |
|
STRYKER CORP | -2.0% |
|
INTUITIVE SURGICAL INC | -1.7% |
|
CIGNA CORPORATION | -1.6% |