Fund Overlap

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


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8

Number of overlapping holdings

13.1%

% of XLV's 63 holdings also in IHE

22.9%

% of IHE's 36 holdings also in XLV

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

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Company Weight
in XLV
Weight
in IHE
Overlap
ELI LILLY & CO 13.8% 23.9% 13.8%
JOHNSON & JOHNSON 6.6% 22.5% 6.6%
MERCK & CO. INC. 5.9% 4.3% 4.3%
PFIZER INC 3.0% 4.6% 3.0%
BRISTOL-MYERS SQUIBB CO 1.5% 4.2% 1.5%

Position Highlights (Non-Overlapping Exposures)
XLV Overweight Relative to IHE
UNITEDHEALTH GROUP INC 8.6%
ABBVIE INC 5.5%
THERMO FISHER SCIENTIFIC INC 3.8%
ABBOTT LABORATORIES 3.3%
AMGEN INC 3.2%
DANAHER CORP 3.0%
INTUITIVE SURGICAL INC 2.9%
VERTEX PHARMACEUTICALS INC 2.3%
ELEVANCE HEALTH INC 2.3%
REGENERON PHARMACEUTICALS 2.1%
XLV Underweight Relative to IHE
JOHNSON & JOHNSON -15.9%
ELI LILLY & CO -10.1%
VIATRIS, INC. -4.4%
ROYALTY PHARMA PLC CLASS A -4.1%
CATALENT INC -3.9%
INTRA-CELLULAR THERAPIES INC -3.0%
ZOETIS INC -3.0%
ELANCO ANIMAL HEALTH, INC. -2.7%
BRISTOL-MYERS SQUIBB CO -2.7%
JAZZ PHARMACEUTICALS PLC -2.6%
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