Fund Overlap

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


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11

Number of overlapping holdings

26.8%

% of HRTS's 42 holdings also in HART

16.7%

% of HART's 75 holdings also in HRTS

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

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Company Weight
in HRTS
Weight
in HART
Overlap
ELI LILLY & CO 9.7% 5.4% 5.4%
ABBOTT LABORATORIES 4.7% 5.7% 4.7%
ASTRAZENECA PLC 4.1% 5.6% 4.1%
NOVO NORDISK A/S-B 4.1% 4.0% 4.0%
BOSTON SCIENTIFIC CORP 3.3% 5.4% 3.3%

Position Highlights (Non-Overlapping Exposures)
HRTS Overweight Relative to HART
UNITEDHEALTH GROUP INC 4.7%
ELI LILLY & CO 4.3%
ROCHE HOLDINGS LTD-SPONS ADR 3.8%
BRIDGEBIO PHARMA, INC. 3.2%
VERTEX PHARMACEUTICALS INC 3.2%
GILEAD SCIENCES INC 2.9%
CRINETICS PHARMACEUTICALS INC 2.8%
CHUGAI PHARMACEUTICAL CO LTD 2.7%
THERMO FISHER SCIENTIFIC INC 2.7%
MERCK & CO. INC. 2.4%
HRTS Underweight Relative to HART
JOHNSON & JOHNSON -5.3%
ALPHABET INC. CLASS A -5.0%
PFIZER INC -5.0%
APPLE INC -4.9%
SANOFI-AVENTIS -4.0%
BRISTOL-MYERS SQUIBB CO -2.9%
ELEVANCE HEALTH INC -2.8%
NIKE INC -CL B -2.7%
MEDTRONIC PLC -2.3%
NOVARTIS AG -2.2%
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