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

IYH and VHT share 84.7% of their weight across 92 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.

IYH and VHT

84.7%

92 shared positions

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

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 IYH 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 IYH side by side

IYHiShares U.S. Healthcare ETF

102

stock positions reported to the SEC

3.5% of its weight is in 10 names VHT does not hold

VHTVANGUARD HEALTH CARE INDEX FUND

345

stock positions reported to the SEC

14.5% of its weight is in 253 names IYH does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
94.6%
92.4%
Consumer Cyclical
1.0%
3.1%
Consumer Defensive
0.0%
1.8%
Basic Materials
0.8%
1.0%
Technology
0.6%
0.8%

The widest gap is Healthcare: IYH has 2.2 points more of it.

The figures side by side

IYHVHT
Filing dateApr 30, 2026May 31, 2026
Stock positions reported102345
Weight of the ten largest57.4%51.9%
Largest positionLLY 13.7%LLY 14.0%
Held alone10 positions, 3.5%253 positions, 14.5%
Covered by stock positions100%100%

Holdings they share

StockIn IYHIn VHTCounted
LLYELI LILLY AND COMPANY13.72%14.04%13.72%
JNJJOHNSON & JOHNSON10.14%8.47%8.47%
ABBVABBVIE INC.6.86%6.09%6.09%
UNHUNITEDHEALTH GROUP INCORPORATED6.18%5.45%5.45%
MRKMERCK & CO., INC.4.97%4.66%4.66%
TMOTHERMO FISHER SCIENTIFIC INCORPORATED3.32%2.93%2.93%
AMGNAMGEN INC.3.41%2.87%2.87%
GILDGILEAD SCIENCES, INC.2.99%2.64%2.64%
ISRGINTUITIVE SURGICAL, INC.2.96%2.38%2.38%
ABTABBOTT LABORATORIES2.88%2.35%2.35%

What each holds alone

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

Only in IYH

MEDTRONIC PUBLIC LIMITED COMPANY1.90%
STERIS PUBLIC LIMITED COMPANY0.39%
RPRXROYALTY PHARMA PLC0.35%
COOTHE COOPER COMPANIES, INC.0.23%
JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY0.22%
MASIMO CORPORATION0.15%
QGENQiagen N.V.0.13%
APELLIS PHARMACEUTICALS, INC.0.08%
CAICARIS LIFE SCIENCES, INC.0.03%
PERRIGO COMPANY PUBLIC LIMITED COMPANY0.03%

Only in VHT

CVSCVS Health Corp1.83%
MDTMedtronic PLC1.50%
MCKMcKesson Corp1.45%
CORCencora Inc0.79%
MTDMettler-Toledo International Inc0.38%
STESTERIS PLC0.33%
GHGuardant Health Inc0.23%
JAZZJazz Pharmaceuticals PLC0.20%
COOPER COS INC/THE0.19%
ARWRArrowhead Pharmaceuticals Inc0.15%

Questions people ask

Is IYH the same as VHT?

84.7% of their weight sits in the same 92 holdings. IYH also reports MEDTRONIC PUBLIC LIMITED COMPANY, STERIS PUBLIC LIMITED COMPANY, RPRX, which the other does not. VHT also reports CVS, MDT, MCK, which the other does not.

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

Which holds more, VHT or IYH?

IYH reports 102 stock positions and VHT reports 345. 3.5% of IYH's weight sits in names VHT does not hold, and 14.5% of VHT's weight in names IYH does not hold. The ten largest positions are 57.4% of IYH and 51.9% of VHT.

How do IYH and VHT differ by sector?

The widest gap is Healthcare: IYH has 2.2 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

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.