ARKG vs IYH overlap - what they share and where they differ
ARKG and IYH share 6.4% of their weight across 6 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
ARKG and IYH
6.4%
6 shared positions
ARKG
ARK Genomic Revolution ETF
Reported positions cover 100% of the fund, 32 positions · Jul 31, 2026
Top 10: 59.1%·Holdings of ARKG
IYH
iShares U.S. Healthcare ETF
Reported positions cover 100% of the fund, 99 positions · Jul 31, 2026
Top 10: 59.0%·Holdings of IYH
Reported positions cover ARKG 100%, IYH 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IYH vs ARKG side by side
ARKGARK Genomic Revolution ETF
32
stock positions reported to the SEC
73.0% of its weight is in 26 names IYH does not hold
IYHiShares U.S. Healthcare ETF
99
stock positions reported to the SEC
83.0% of its weight is in 93 names ARKG does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Healthcare: IYH has 10.5 points more of it.
The figures side by side
| ARKG | IYH | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jul 31, 2026 |
| Stock positions reported | 32 | 99 |
| Weight of the ten largest | 59.1% | 59.0% |
| Largest position | TXG 9.4% | LLY 15.1% |
| Held alone | 26 positions, 73.0% | 93 positions, 83.0% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In ARKG | In IYH | Counted |
|---|---|---|---|
| LLYELI LILLY & COMPANY | 4.68% | 15.11% | 4.68% |
| NTRANATERA INC | 4.13% | 0.60% | 0.60% |
| ILMNILLUMINA INC | 4.74% | 0.51% | 0.51% |
| GHGUARDANT HEALTH INC | 4.74% | 0.34% | 0.34% |
| IONSIONIS PHARMACEUTICALS INC | 1.77% | 0.14% | 0.14% |
| TEMTEMPUS AI INC | 6.56% | 0.08% | 0.08% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in ARKG
Only in IYH
Questions people ask
Is ARKG the same as IYH?
6.4% of their weight sits in the same 6 holdings. ARKG also reports TXG, TWST, CRSP, which the other does not. IYH also reports JNJ, ABBV, UNH, which the other does not.
How is the overlap between ARKG and IYH measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of ARKG and 100% of IYH, so the number cannot exceed the smaller coverage.
Which holds more, IYH or ARKG?
ARKG reports 32 stock positions and IYH reports 99. 73.0% of ARKG's weight sits in names IYH does not hold, and 83.0% of IYH's weight in names ARKG does not hold. The ten largest positions are 59.1% of ARKG and 59.0% of IYH.
How do ARKG and IYH differ by sector?
The widest gap is Healthcare: IYH has 10.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
Other pairs with these funds
IYH against other funds in the table
Add a third fund in the tool·All fund pairs
Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.