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

5.5%

% of HART's 83 holdings also in XPH

10.0%

% 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 6.1% 5.4% 5.4%
JOHNSON & JOHNSON 5.0% 4.4% 4.4%
PFIZER INC 4.1% 5.0% 4.1%
BRISTOL-MYERS SQUIBB CO 2.6% 3.7% 2.6%

Position Highlights (Non-Overlapping Exposures)
HART Overweight Relative to XPH
NOVO NORDISK A/S-B 5.5%
ABBOTT LABORATORIES 5.4%
NOVARTIS AG 4.9%
ALPHABET INC. CLASS A 4.7%
ASTRAZENECA PLC 4.6%
APPLE INC 4.4%
NIKE INC -CL B 4.4%
UNITEDHEALTH GROUP INC 4.2%
ELEVANCE HEALTH INC 2.9%
MEDTRONIC PLC 2.8%
HART Underweight Relative to XPH
ORGANON & CO. -5.4%
ELANCO ANIMAL HEALTH, INC. -5.3%
MERCK & CO. INC. -5.1%
CORCEPT THERAPEUTICS INC -4.9%
INTRA-CELLULAR THERAPIES INC -4.9%
AXSOME THERAPEUTICS, INC. -4.8%
CATALENT INC -4.8%
ZOETIS INC -4.7%
JAZZ PHARMACEUTICALS PLC -4.6%
ROYALTY PHARMA PLC CLASS A -4.3%
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