Fund Overlap

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


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4

Number of overlapping holdings

5.6%

% of HART's 75 holdings also in XPH

10.8%

% of XPH's 40 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
ELI LILLY & CO 6.8% 5.6% 5.6%
JOHNSON & JOHNSON 5.3% 4.0% 4.0%
BRISTOL-MYERS SQUIBB CO 4.6% 3.9% 3.9%
PFIZER INC 4.5% 3.8% 3.8%

Position Highlights (Non-Overlapping Exposures)
HART Overweight Relative to XPH
NOVO NORDISK A/S-B 5.9%
ALPHABET INC. CLASS A 5.5%
NOVARTIS AG 5.3%
UNITEDHEALTH GROUP INC 5.1%
APPLE INC 5.0%
ABBOTT LABORATORIES 5.0%
ASTRAZENECA PLC 4.7%
NIKE INC -CL B 4.5%
SANOFI-AVENTIS 2.5%
MEDTRONIC PLC 2.2%
HART Underweight Relative to XPH
REATA PHARMACEUTICALS, INC. CLASS A -7.9%
ELANCO ANIMAL HEALTH, INC. -5.7%
CATALENT INC -5.5%
ZOETIS INC -4.8%
JAZZ PHARMACEUTICALS PLC -4.5%
VIATRIS, INC. -4.5%
AXSOME THERAPEUTICS, INC. -4.4%
MERCK & CO. INC. -4.2%
ORGANON & CO. -3.8%
PERRIGO CO -3.7%
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