IBB vs IYH overlap - what they share and where they differ

IBB and IYH share 15.9% of their weight across 29 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.

IBB and IYH

15.9%

29 shared positions

IBB

iShares Biotechnology ETF

Reported positions cover 100% of the fund, 234 positions · Jun 30, 2026

Top 10: 44.8%·Holdings of IBB

IYH

iShares U.S. Healthcare ETF

Reported positions cover 100% of the fund, 102 positions · Apr 30, 2026

Top 10: 57.4%·Holdings of IYH

Reported positions cover IBB 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 IBB side by side

IBBiShares Biotechnology ETF

234

stock positions reported to the SEC

40.4% of its weight is in 205 names IYH does not hold

IYHiShares U.S. Healthcare ETF

102

stock positions reported to the SEC

83.9% of its weight is in 73 names IBB does not hold

Where each fund's weight sits

IBB
IYH
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Healthcare
98.0%
94.6%
Consumer Cyclical
0.0%
1.0%
Basic Materials
0.6%
0.8%
Technology
0.5%
0.6%

The widest gap is Healthcare: IBB has 3.3 points more of it.

The figures side by side

IBBIYH
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported234102
Weight of the ten largest44.8%57.4%
Largest positionVRTX 8.1%LLY 13.7%
Held alone205 positions, 40.4%73 positions, 83.9%
Covered by stock positions100%100%

Holdings they share

StockIn IBBIn IYHCounted
AMGNAmgen, Inc.7.83%3.41%3.41%
GILDGilead Sciences, Inc.6.84%2.99%2.99%
VRTXVertex Pharmaceuticals, Inc.8.08%1.99%1.99%
REGNRegeneron Pharmaceuticals, Inc.4.91%1.32%1.32%
ALNYAlnylam Pharmaceuticals, Inc.3.12%0.72%0.72%
INSMInsmed, Inc.1.78%0.52%0.52%
BIIBBiogen, Inc.2.47%0.51%0.51%
NTRANatera, Inc.2.89%0.50%0.50%
RVMDRevolution Medicines, Inc.2.78%0.47%0.47%
UTHRUnited Therapeutics Corp.1.73%0.44%0.44%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IBB

ARGXArgenx SE3.76%
ONCBeOne Medicines Ltd.1.77%
ASNDAscendis Pharma A/S1.29%
GMABGenmab A/S1.12%
BBIOBridgebio Pharma, Inc.0.98%
MDGLMadrigal Pharmaceuticals, Inc.0.91%
ARWRArrowhead Pharmaceuticals, Inc.0.84%
AXSMAxsome Therapeutics, Inc.0.82%
CYTKCytokinetics, Inc.0.79%
KRYSKrystal Biotech, Inc.0.75%

Only in IYH

LLYELI LILLY AND COMPANY13.72%
JNJJOHNSON & JOHNSON10.14%
ABBVABBVIE INC.6.86%
UNHUNITEDHEALTH GROUP INCORPORATED6.18%
MRKMERCK & CO., INC.4.97%
TMOTHERMO FISHER SCIENTIFIC INCORPORATED3.32%
ISRGINTUITIVE SURGICAL, INC.2.96%
ABTABBOTT LABORATORIES2.88%
PFEPFIZER INC.2.78%
BMYBRISTOL-MYERS SQUIBB COMPANY2.26%

Questions people ask

Is IBB the same as IYH?

15.9% of their weight sits in the same 29 holdings. IBB also reports ARGX, ONC, ASND, which the other does not. IYH also reports LLY, JNJ, ABBV, which the other does not.

How is the overlap between IBB 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 IBB and 100% of IYH, so the number cannot exceed the smaller coverage.

Which holds more, IYH or IBB?

IBB reports 234 stock positions and IYH reports 102. 40.4% of IBB's weight sits in names IYH does not hold, and 83.9% of IYH's weight in names IBB does not hold. The ten largest positions are 44.8% of IBB and 57.4% of IYH.

How do IBB and IYH differ by sector?

The widest gap is Healthcare: IBB has 3.3 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.