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   

5

Number of overlapping holdings

6.5%

% of HART's 77 holdings also in XPH

12.2%

% of XPH's 41 holdings also in HART

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

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Company Weight
in HART
Weight
in XPH
Overlap
MERCK & CO. INC. 5.0% 4.2% 4.2%
ELI LILLY & CO 4.7% 4.0% 4.0%
JOHNSON & JOHNSON 4.5% 3.8% 3.8%
BRISTOL-MYERS SQUIBB CO 4.4% 3.7% 3.7%
PFIZER INC 4.2% 3.4% 3.4%

Position Highlights (Non-Overlapping Exposures)
HART Overweight Relative to XPH
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%
ABBOTT LABORATORIES 4.7%
UNITEDHEALTH GROUP INC 4.6%
NIKE INC -CL B 1.5%
ANTHEM INC 1.1%
HART Underweight Relative to XPH
CATALENT INC -6.6%
REVANCE THERAPEUTICS INC -6.0%
REATA PHARMACEUTICALS, INC. CLASS A -5.5%
PERRIGO CO -4.8%
ZOETIS INC -4.7%
JAZZ PHARMACEUTICALS PLC -3.9%
VIATRIS, INC. -3.8%
AXSOME THERAPEUTICS, INC. -3.7%
ROYALTY PHARMA PLC CLASS A -3.6%
ORGANON & CO. -3.5%
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