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
30%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
PPH
27
HOLDINGS
29%
ALSO IN MEDI
MEDI
46
HOLDINGS
18%
ALSO IN PPH
SECTOR DRIFT (PPH minus MEDI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PPH |
Weight in MEDI |
Overlap | |
|---|---|---|---|---|
 |
ELI LILLY & CO | 23.2% | 22.8% | 22.8% |
|
CENCORA INC | 4.2% | 1.9% | 1.9% |
|
ABBVIE INC | 3.7% | 1.6% | 1.6% |
|
MCKESSON CORP | 4.6% | 1.4% | 1.4% |
|
MERCK & CO. INC. | 12.6% | 0.9% | 0.9% |
PPH Overweight Relative to MEDI
|
MERCK & CO. INC. | 11.6% |
 |
NOVO-NORDISK A/S-SPONS ADR | 5.4% |
|
PFIZER INC | 5.1% |
 |
TEVA PHARMACEUTICAL-SP ADR | 4.6% |
|
BRISTOL-MYERS SQUIBB CO | 4.5% |
 |
GLAXOSMITHKLINE PLC-SPON ADR | 4.2% |
|
ASTRAZENECA PLC-SPONS ADR | 3.8% |
 |
NOVARTIS AG-ADR | 3.7% |
 |
SANOFI-AVENTIS-ADR | 3.3% |
|
JOHNSON & JOHNSON | 3.3% |
PPH Underweight Relative to MEDI
 |
ARGENX SE ADR | -4.7% |
|
VAXCYTE, INC. | -3.4% |
|
INSMED INC | -3.0% |
|
GUARDANT HEALTH, INC. | -2.8% |
|
RHYTHM PHARMACEUTICALS, INC. | -2.7% |
|
INTUITIVE SURGICAL INC | -2.5% |
|
UNITED THERAPEUTICS CORP | -2.3% |
|
REVOLUTION MEDICINES, INC. | -2.3% |
|
NATERA INC | -2.2% |
|
IDEXX LABORATORIES INC | -2.0% |