Fund Overlap

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


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6

Number of overlapping holdings

17.6%

% of IHE's 34 holdings also in MEDX

20.0%

% of MEDX's 30 holdings also in IHE

Overlap by Weight
Sector Drift (IHE minus MEDX)
Overlapping Holdings

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Company Weight
in IHE
Weight
in MEDX
Overlap
ELI LILLY & CO 25.3% 16.5% 16.5%
MERCK & CO. INC. 4.9% 4.9% 4.9%
JOHNSON & JOHNSON 21.4% 4.2% 4.2%
PFIZER INC 4.9% 4.1% 4.1%
BRISTOL-MYERS SQUIBB CO 3.6% 4.3% 3.6%

Position Highlights (Non-Overlapping Exposures)
IHE Overweight Relative to MEDX
JOHNSON & JOHNSON 17.2%
ELI LILLY & CO 8.8%
ZOETIS INC 4.5%
ROYALTY PHARMA PLC CLASS A 4.3%
CATALENT INC 4.1%
VIATRIS, INC. 3.8%
ELANCO ANIMAL HEALTH, INC. 3.7%
JAZZ PHARMACEUTICALS PLC 2.9%
INTRA-CELLULAR THERAPIES INC 2.7%
ORGANON & CO. 2.2%
IHE Underweight Relative to MEDX
ABBVIE INC -7.2%
NOVARTIS AG-ADR -5.7%
AMGEN INC -5.7%
ASTRAZENECA PLC-SPONS ADR -5.6%
REGENERON PHARMACEUTICALS -4.2%
BIOGEN IDEC INC -4.1%
CRISPR THERAPEUTICS AG -3.9%
ALKERMES PLC -3.2%
IONIS PHARMACEUTICALS, INC. -2.9%
GLAXOSMITHKLINE PLC-SPON ADR -2.6%
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