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
25%

OVERLAP
BY WEIGHT
5

# OF OVERLAPPING
HOLDINGS
MEDX
27
HOLDINGS
19%
ALSO IN HART
HART
69
HOLDINGS
8%
ALSO IN MEDX
SECTOR DRIFT (MEDX minus HART)
OVERLAPPING HOLDINGS

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Company Weight
in MEDX
Weight
in HART
Overlap
ELI LILLY & CO 17.5% 7.5% 7.5%
JOHNSON & JOHNSON 6.0% 7.5% 6.0%
ASTRAZENECA PLC 4.2% 6.1% 4.2%
BRISTOL-MYERS SQUIBB CO 4.6% 3.6% 3.6%
PFIZER INC 3.3% 5.4% 3.3%
MEDX Overweight Relative to HART
ELI LILLY & CO 10.0%
ABBVIE INC 8.9%
NOVARTIS AG-ADR 7.0%
ALKERMES PLC 4.8%
AMGEN INC 4.7%
MERCK & CO. INC. 4.6%
IONIS PHARMACEUTICALS, INC. 3.3%
BIOGEN IDEC INC 3.1%
ALNYLAM PHARMACEUTICALS INC 3.0%
REGENERON PHARMACEUTICALS 2.7%
MEDX Underweight Relative to HART
APPLE INC -7.5%
UNITEDHEALTH GROUP INC -6.7%
NOVARTIS AG -6.5%
ALPHABET INC. CLASS A -5.8%
MEDTRONIC PLC -3.4%
ABBOTT LABORATORIES -3.4%
SANOFI-AVENTIS -3.2%
NOVO NORDISK A/S-B -3.2%
ELEVANCE HEALTH INC -2.9%
HCA HOLDINGS INC -2.2%
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