Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

13

Number of overlapping holdings

17.8%

% of HART's 83 holdings also in XLV

20.3%

% of XLV's 64 holdings also in HART

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

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Company Weight
in HART
Weight
in XLV
Overlap
ELI LILLY & CO 6.1% 11.4% 6.1%
JOHNSON & JOHNSON 5.0% 6.9% 5.0%
UNITEDHEALTH GROUP INC 4.2% 8.4% 4.2%
ABBOTT LABORATORIES 5.4% 3.6% 3.6%
PFIZER INC 4.1% 2.9% 2.9%

Position Highlights (Non-Overlapping Exposures)
HART Overweight Relative to XLV
NOVO NORDISK A/S-B 5.5%
NOVARTIS AG 4.9%
ALPHABET INC. CLASS A 4.7%
ASTRAZENECA PLC 4.6%
APPLE INC 4.4%
NIKE INC -CL B 4.4%
SANOFI-AVENTIS 2.7%
ABBOTT LABORATORIES 1.8%
PFIZER INC 1.2%
CYTOKINETICS INC 1.1%
HART Underweight Relative to XLV
ABBVIE INC -5.8%
MERCK & CO. INC. -5.8%
ELI LILLY & CO -5.3%
UNITEDHEALTH GROUP INC -4.2%
THERMO FISHER SCIENTIFIC INC -4.2%
DANAHER CORP -3.1%
AMGEN INC -2.7%
INTUITIVE SURGICAL INC -2.6%
STRYKER CORP -2.2%
VERTEX PHARMACEUTICALS INC -2.0%
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