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

IBB and VHT share 17.6% of their weight across 149 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 VHT

17.6%

149 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

VHT

VANGUARD HEALTH CARE INDEX FUND

Reported positions cover 100% of the fund, 345 positions · May 31, 2026

Top 10: 51.9%·Holdings of VHT

Reported positions cover IBB 100%, VHT 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VHT vs IBB side by side

IBBiShares Biotechnology ETF

234

stock positions reported to the SEC

14.5% of its weight is in 85 names VHT does not hold

VHTVANGUARD HEALTH CARE INDEX FUND

345

stock positions reported to the SEC

82.2% of its weight is in 196 names IBB does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
98.0%
92.4%
Consumer Cyclical
0.0%
3.1%
Consumer Defensive
0.0%
1.8%
Basic Materials
0.6%
1.0%
Technology
0.5%
0.8%

The widest gap is Healthcare: IBB has 5.6 points more of it.

The figures side by side

IBBVHT
Filing dateJun 30, 2026May 31, 2026
Stock positions reported234345
Weight of the ten largest44.8%51.9%
Largest positionVRTX 8.1%LLY 14.0%
Held alone85 positions, 14.5%196 positions, 82.2%
Covered by stock positions100%100%

Holdings they share

StockIn IBBIn VHTCounted
AMGNAmgen, Inc.7.83%2.87%2.87%
GILDGilead Sciences, Inc.6.84%2.64%2.64%
VRTXVertex Pharmaceuticals, Inc.8.08%1.80%1.80%
REGNRegeneron Pharmaceuticals, Inc.4.91%1.00%1.00%
ALNYAlnylam Pharmaceuticals, Inc.3.12%0.63%0.63%
NTRANatera, Inc.2.89%0.46%0.46%
BIIBBiogen, Inc.2.47%0.45%0.45%
RVMDRevolution Medicines, Inc.2.78%0.40%0.40%
ILMNIllumina, Inc.2.07%0.39%0.39%
INSMInsmed, Inc.1.78%0.36%0.36%

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%
ABVXAbivax SA0.67%
BNTXBioNTech SE0.66%
NUVALENT, INC.0.50%
XENEXenon Pharmaceuticals, Inc.0.43%
CRSPCRISPR Therapeutics AG0.38%
LEGNLegend Biotech Corp.0.33%

Only in VHT

LLYEli Lilly & Co14.04%
JNJJohnson & Johnson8.47%
ABBVAbbVie Inc6.09%
UNHUnitedHealth Group Inc5.45%
MRKMerck & Co Inc4.66%
TMOThermo Fisher Scientific Inc2.93%
ISRGIntuitive Surgical Inc2.38%
ABTAbbott Laboratories2.35%
PFEPfizer Inc2.35%
BMYBristol-Myers Squibb Co1.84%

Questions people ask

Is IBB the same as VHT?

17.6% of their weight sits in the same 149 holdings. IBB also reports ARGX, ONC, ASND, which the other does not. VHT also reports LLY, JNJ, ABBV, which the other does not.

How is the overlap between IBB and VHT 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 VHT, so the number cannot exceed the smaller coverage.

Which holds more, VHT or IBB?

IBB reports 234 stock positions and VHT reports 345. 14.5% of IBB's weight sits in names VHT does not hold, and 82.2% of VHT's weight in names IBB does not hold. The ten largest positions are 44.8% of IBB and 51.9% of VHT.

How do IBB and VHT differ by sector?

The widest gap is Healthcare: IBB has 5.6 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

VHT 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.