Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
35%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
MEDX
27
HOLDINGS
41%
ALSO IN HRTS
HRTS
42
HOLDINGS
26%
ALSO IN MEDX
SECTOR DRIFT (MEDX minus HRTS)
OVERLAPPING HOLDINGS

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Company Weight
in MEDX
Weight
in HRTS
Overlap
ELI LILLY & CO 16.5% 9.7% 9.7%
ASTRAZENECA PLC 5.8% 4.8% 4.8%
JOHNSON & JOHNSON 5.7% 4.8% 4.8%
MERCK & CO. INC. 4.0% 4.2% 4.0%
ABBVIE INC 8.4% 2.9% 2.9%
MEDX Overweight Relative to HRTS
NOVARTIS AG-ADR 7.6%
ELI LILLY & CO 6.8%
ABBVIE INC 5.5%
IONIS PHARMACEUTICALS, INC. 4.2%
ALKERMES PLC 3.6%
PFIZER INC 3.4%
GLAXOSMITHKLINE PLC-SPON ADR 3.3%
BIOGEN IDEC INC 2.9%
ALNYLAM PHARMACEUTICALS INC 2.8%
BRISTOL-MYERS SQUIBB CO 2.8%
MEDX Underweight Relative to HRTS
ROCHE HOLDINGS LTD-SPONS ADR -5.5%
THERMO FISHER SCIENTIFIC INC -3.9%
UNITEDHEALTH GROUP INC -3.8%
GILEAD SCIENCES INC -3.7%
NOVARTIS AG -3.5%
ABBOTT LABORATORIES -3.3%
VERTEX PHARMACEUTICALS INC -3.1%
DANAHER CORP -2.9%
NOVO NORDISK A/S-B -2.7%
BOSTON SCIENTIFIC CORP -2.4%
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