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

IYH and XBI share 10.2% of their weight across 23 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 XBI

10.2%

23 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

XBI

State Street(R) SPDR(R) S&P(R) Biotech ETF

Reported positions cover 100% of the fund, 149 positions · Jun 30, 2026

Top 10: 13.3%·Holdings of XBI

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

XBI vs IYH side by side

IYHiShares U.S. Healthcare ETF

102

stock positions reported to the SEC

78.1% of its weight is in 79 names XBI does not hold

XBIState Street(R) SPDR(R) S&P(R) Biotech ETF

149

stock positions reported to the SEC

75.8% of its weight is in 126 names IYH does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
94.6%
95.7%
Basic Materials
0.8%
1.9%
Consumer Cyclical
1.0%
0.0%
Technology
0.6%
0.0%
Financial Services
0.0%
0.5%

The widest gap is Healthcare: XBI has 1.1 points more of it.

The figures side by side

IYHXBI
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported102149
Weight of the ten largest57.4%13.3%
Largest positionLLY 13.7%APGE 1.5%
Held alone79 positions, 78.1%126 positions, 75.8%
Covered by stock positions100%100%

Holdings they share

StockIn IYHIn XBICounted
VRTXVERTEX PHARMACEUTICALS INCORPORATED1.99%1.06%1.06%
ABBVABBVIE INC.6.86%1.04%1.04%
AMGNAMGEN INC.3.41%0.99%0.99%
GILDGILEAD SCIENCES, INC.2.99%0.96%0.96%
REGNREGENERON PHARMACEUTICALS, INC.1.32%0.96%0.96%
ALNYALNYLAM PHARMACEUTICALS, INC.0.72%0.96%0.72%
INSMINSMED INCORPORATED0.52%1.08%0.52%
BIIBBIOGEN INC.0.51%1.03%0.51%
NTRANATERA, INC.0.50%1.16%0.50%
RVMDREVOLUTION MEDICINES, INC.0.47%1.20%0.47%

What each holds alone

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

Only in IYH

LLYELI LILLY AND COMPANY13.72%
JNJJOHNSON & JOHNSON10.14%
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%
DHRDANAHER CORPORATION2.07%

Only in XBI

APGEApogee Therapeutics Inc1.49%
TWSTTwist Bioscience Corp1.41%
ORKAOruka Therapeutics Inc1.38%
KYMRKymera Therapeutics Inc1.36%
PRAXPraxis Precision Medicines Inc1.29%
ERASErasca Inc1.27%
CGONCG oncology Inc1.20%
RYTMRhythm Pharmaceuticals Inc1.20%
PCVXVaxcyte Inc1.19%
SLSSELLAS Life Sciences Group Inc1.19%

Questions people ask

Is IYH the same as XBI?

10.2% of their weight sits in the same 23 holdings. IYH also reports LLY, JNJ, UNH, which the other does not. XBI also reports APGE, TWST, ORKA, which the other does not.

How is the overlap between IYH and XBI 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 XBI, so the number cannot exceed the smaller coverage.

Which holds more, XBI or IYH?

IYH reports 102 stock positions and XBI reports 149. 78.1% of IYH's weight sits in names XBI does not hold, and 75.8% of XBI's weight in names IYH does not hold. The ten largest positions are 57.4% of IYH and 13.3% of XBI.

How do IYH and XBI differ by sector?

The widest gap is Healthcare: XBI has 1.1 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.