Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
PPH
27
HOLDINGS
25%
ALSO IN THNR
THNR
19
HOLDINGS
32%
ALSO IN PPH
SECTOR DRIFT (PPH minus THNR)
OVERLAPPING HOLDINGS
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| Company | Weight in PPH |
Weight in THNR |
Overlap | |
|---|---|---|---|---|
 |
ELI LILLY & CO | 20.2% | 12.5% | 12.5% |
 |
NOVO-NORDISK A/S-SPONS ADR | 7.3% | 14.0% | 7.3% |
|
MERCK & CO. INC. | 9.2% | 5.3% | 5.3% |
|
PFIZER INC | 4.7% | 4.7% | 4.7% |
 |
ASTRAZENECA PLC-SPONS ADR | 4.4% | 5.0% | 4.4% |
PPH Overweight Relative to THNR
 |
NOVARTIS AG-ADR | 10.1% |
|
ELI LILLY & CO | 7.6% |
|
BRISTOL-MYERS SQUIBB CO | 4.6% |
|
GLAXOSMITHKLINE PLC-SPON ADR | 4.4% |
 |
SANOFI-AVENTIS-ADR | 4.3% |
|
MCKESSON CORP | 4.3% |
|
JOHNSON & JOHNSON | 4.2% |
|
CENCORA INC | 3.9% |
|
MERCK & CO. INC. | 3.8% |
|
ZOETIS INC | 3.4% |
PPH Underweight Relative to THNR
|
REGENERON PHARMACEUTICALS | -6.8% |
|
NOVO-NORDISK A/S-SPONS ADR | -6.7% |
|
AMGEN INC | -6.5% |
 |
CHUGAI PHARMACEUTICAL CO LTD | -6.3% |
|
ROCHE HOLDING LTD | -5.1% |
|
SHIONOGI & CO LTD | -5.1% |
 |
INNOVENT BIOLOGICS, INC. | -5.0% |
 |
CHINA PHARMACEUTICAL GROUP | -4.1% |
|
ARROWHEAD PHARMACEUTICALS, INC. | -3.8% |
|
HIMS & HERS HEALTH, INC. CLASS A | -3.0% |