Fund Overlap

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


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5

Number of overlapping holdings

23.8%

% of OZEM's 22 holdings also in MEDX

16.7%

% of MEDX's 30 holdings also in OZEM

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

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Company Weight
in OZEM
Weight
in MEDX
Overlap
ELI LILLY & CO 15.7% 17.1% 15.7%
PFIZER INC 3.7% 4.0% 3.7%
AMGEN INC 3.3% 6.7% 3.3%
ASTRAZENECA PLC-SPONS ADR 3.2% 5.8% 3.2%
REGENERON PHARMACEUTICALS 2.4% 2.8% 2.4%

Position Highlights (Non-Overlapping Exposures)
OZEM Overweight Relative to MEDX
NOVO-NORDISK A/S-SPONS ADR 19.3%
ROCHE HOLDING LTD 5.0%
ZEALAND PHARMA A/S 5.0%
CHUGAI PHARMACEUTICAL CO LTD 4.4%
VIKING THERAPEUTICS, INC. 4.1%
INNOVENT BIOLOGICS, INC. 3.9%
ALTIMMUNE, INC. 3.8%
HANMI PHARM CO LTD 3.4%
TERNS PHARMACEUTICALS, INC. 2.7%
SCHOLAR ROCK HOLDING CORP. 2.1%
OZEM Underweight Relative to MEDX
ABBVIE INC -9.4%
NOVARTIS AG-ADR -7.2%
BRISTOL-MYERS SQUIBB CO -6.3%
JOHNSON & JOHNSON -5.4%
ALNYLAM PHARMACEUTICALS INC -4.8%
ALKERMES PLC -4.3%
MERCK & CO. INC. -3.7%
AMGEN INC -3.4%
CRISPR THERAPEUTICS AG -2.9%
GLAXOSMITHKLINE PLC-SPON ADR -2.7%
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