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

IHI and IYH share 17.0% of their weight across 20 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.

IHI and IYH

17.0%

20 shared positions

IHI

iShares U.S. Medical Devices ETF

Reported positions cover 100% of the fund, 45 positions · Jun 30, 2026

Top 10: 74.6%·Holdings of IHI

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 IHI 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 IHI side by side

IHIiShares U.S. Medical Devices ETF

45

stock positions reported to the SEC

7.1% of its weight is in 25 names IYH does not hold

IYHiShares U.S. Healthcare ETF

102

stock positions reported to the SEC

82.8% of its weight is in 82 names IHI does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
87.2%
94.6%
Basic Materials
4.5%
0.8%
Consumer Cyclical
0.0%
1.0%
Technology
0.4%
0.6%

The widest gap is Healthcare: IYH has 7.5 points more of it.

The figures side by side

IHIIYH
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported45102
Weight of the ten largest74.6%57.4%
Largest positionABT 16.9%LLY 13.7%
Held alone25 positions, 7.1%82 positions, 82.8%
Covered by stock positions100%100%

Holdings they share

StockIn IHIIn IYHCounted
ISRGINTUITIVE SURGICAL, INC.15.09%2.96%2.96%
ABTABBOTT LABORATORIES16.93%2.88%2.88%
SYKSTRYKER CORPORATION11.64%1.99%1.99%
MEDTRONIC PUBLIC LIMITED COMPANY4.40%1.90%1.90%
BSXBOSTON SCIENTIFIC CORPORATION3.99%1.56%1.56%
EWEDWARDS LIFESCIENCES CORPORATION4.75%0.88%0.88%
IDXXIDEXX LABORATORIES, INC.4.27%0.82%0.82%
BDXBECTON, DICKINSON AND COMPANY4.63%0.78%0.78%
RMDRESMED INC.4.38%0.57%0.57%
GEHCGE HEALTHCARE TECHNOLOGIES INC.4.51%0.51%0.51%

What each holds alone

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

Only in IHI

GKOSGLAUKOS CORPORATION1.27%
LIVNLIVANOVA PLC0.70%
IRTCIRHYTHM HOLDINGS, INC.0.61%
ITGRINTEGER HOLDINGS CORPORATION0.49%
AXGNAxoGen, Inc.0.38%
TMDXTRANSMEDICS GROUP, INC.0.36%
LMATLEMAITRE VASCULAR, INC.0.31%
OMCLOMNICELL, INC.0.29%
BFLYButterfly Network Inc0.28%
NOVOCURE LIMITED0.25%

Only in IYH

LLYELI LILLY AND COMPANY13.72%
JNJJOHNSON & JOHNSON10.14%
ABBVABBVIE INC.6.86%
UNHUNITEDHEALTH GROUP INCORPORATED6.18%
MRKMERCK & CO., INC.4.97%
AMGNAMGEN INC.3.41%
TMOTHERMO FISHER SCIENTIFIC INCORPORATED3.32%
GILDGILEAD SCIENCES, INC.2.99%
PFEPFIZER INC.2.78%
BMYBRISTOL-MYERS SQUIBB COMPANY2.26%

Questions people ask

Is IHI the same as IYH?

17.0% of their weight sits in the same 20 holdings. IHI also reports GKOS, LIVN, IRTC, which the other does not. IYH also reports LLY, JNJ, ABBV, which the other does not.

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

Which holds more, IYH or IHI?

IHI reports 45 stock positions and IYH reports 102. 7.1% of IHI's weight sits in names IYH does not hold, and 82.8% of IYH's weight in names IHI does not hold. The ten largest positions are 74.6% of IHI and 57.4% of IYH.

How do IHI and IYH differ by sector?

The widest gap is Healthcare: IYH has 7.5 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.