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

12.5%

% of XLV's 64 holdings also in IHE

23.5%

% of IHE's 34 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 9.7% 26.1% 9.7%
JOHNSON & JOHNSON 7.5% 23.4% 7.5%
MERCK & CO. INC. 5.3% 4.7% 4.7%
PFIZER INC 3.5% 4.3% 3.5%
BRISTOL-MYERS SQUIBB CO 2.1% 4.1% 2.1%

Position Highlights (Non-Overlapping Exposures)
XLV Overweight Relative to IHE
UNITEDHEALTH GROUP INC 10.3%
ABBVIE INC 5.0%
THERMO FISHER SCIENTIFIC INC 3.9%
ABBOTT LABORATORIES 3.7%
DANAHER CORP 3.0%
AMGEN INC 2.9%
ANTHEM INC 2.3%
INTUITIVE SURGICAL INC 2.3%
MEDTRONIC PLC 2.1%
STRYKER CORP 2.0%
XLV Underweight Relative to IHE
ELI LILLY & CO -16.3%
JOHNSON & JOHNSON -16.0%
ROYALTY PHARMA PLC CLASS A -4.6%
VIATRIS, INC. -4.3%
JAZZ PHARMACEUTICALS PLC -3.4%
ZOETIS INC -3.0%
CATALENT INC -3.0%
ELANCO ANIMAL HEALTH, INC. -2.6%
INTRA-CELLULAR THERAPIES INC -2.3%
BRISTOL-MYERS SQUIBB CO -1.9%
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