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

12
Number of overlapping holdings
11.9%
% of IYH's 104 holdings also in PPH
52.2%
% of PPH's 26 holdings also in IYH
Overlap by Weight
Sector Drift (IYH minus PPH)
Overlapping Holdings
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Company | Weight in IYH |
Weight in PPH |
Overlap | |
---|---|---|---|---|
ELI LILLY & CO | 13.4% | 13.8% | 13.4% | |
JOHNSON & JOHNSON | 7.5% | 7.2% | 7.2% | |
ABBVIE INC | 6.1% | 6.3% | 6.1% | |
MERCK & CO. INC. | 3.9% | 4.8% | 3.9% | |
PFIZER INC | 2.5% | 4.4% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
IYH Overweight Relative to PPH
UNITEDHEALTH GROUP INC | 8.3% | |
ABBOTT LABORATORIES | 4.5% | |
INTUITIVE SURGICAL INC | 3.4% | |
THERMO FISHER SCIENTIFIC INC | 3.2% | |
AMGEN INC | 3.0% | |
BOSTON SCIENTIFIC CORP | 2.8% | |
GILEAD SCIENCES INC | 2.6% | |
VERTEX PHARMACEUTICALS INC | 2.5% | |
STRYKER CORP | 2.5% | |
DANAHER CORP | 2.4% |
IYH Underweight Relative to PPH
NOVARTIS AG-ADR | -5.8% | |
CENCORA INC | -5.8% | |
MCKESSON CORP | -5.6% | |
ASTRAZENECA PLC-SPONS ADR | -5.1% | |
TAKEDA PHARMACEUTICAL CO. LTD. SPONS | -5.1% | |
SANOFI-AVENTIS-ADR | -5.0% | |
GLAXOSMITHKLINE PLC-SPON ADR | -4.8% | |
NOVO-NORDISK A/S-SPONS ADR | -4.4% | |
TEVA PHARMACEUTICAL-SP ADR | -4.3% | |
ZOETIS INC | -3.4% |