IYH vs XLV overlap - what they share and where they differ
IYH and XLV share 88.6% of their weight across 53 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 XLV
88.6%
53 shared positions
IYH
iShares U.S. Healthcare ETF
Reported positions cover 100% of the fund, 99 positions · Jul 31, 2026
Top 10: 59.0%·Holdings of IYH
XLV
State Street(R) Health Care Select Sector SPDR(R) ETF
Reported positions cover 100% of the fund, 59 positions · Jun 30, 2026
Top 10: 61.6%·Holdings of XLV
Reported positions cover IYH 100%, XLV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
XLV vs IYH side by side
IYHiShares U.S. Healthcare ETF
99
stock positions reported to the SEC
9.8% of its weight is in 46 names XLV does not hold
XLVState Street(R) Health Care Select Sector SPDR(R) ETF
59
stock positions reported to the SEC
6.6% of its weight is in 6 names IYH does not hold
Where each fund's weight sits
Largest sectors for both funds
No sector differs by more than a point between the two.
The figures side by side
| IYH | XLV | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 99 | 59 |
| Weight of the ten largest | 59.0% | 61.6% |
| Largest position | LLY 15.1% | LLY 16.5% |
| Held alone | 46 positions, 9.8% | 6 positions, 6.6% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IYH | In XLV | Counted |
|---|---|---|---|
| LLYELI LILLY AND COMPANY | 15.11% | 16.51% | 15.11% |
| JNJJOHNSON & JOHNSON | 10.17% | 10.64% | 10.17% |
| ABBVABBVIE INC. | 7.32% | 7.74% | 7.32% |
| UNHUNITEDHEALTH GROUP INCORPORATED | 6.16% | 6.57% | 6.16% |
| MRKMERCK & CO., INC. | 5.31% | 5.52% | 5.31% |
| AMGNAMGEN INC. | 3.42% | 3.40% | 3.40% |
| TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 3.52% | 3.24% | 3.24% |
| ABTABBOTT LABORATORIES | 3.02% | 2.75% | 2.75% |
| GILDGILEAD SCIENCES, INC. | 2.66% | 2.73% | 2.66% |
| PFEPFIZER INC. | 2.35% | 2.39% | 2.35% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IYH
Only in XLV
Questions people ask
Is IYH the same as XLV?
88.6% of their weight sits in the same 53 holdings. IYH also reports NTRA, RVMD, ILMN, which the other does not. XLV also reports CVS, MCK, CAH, which the other does not.
How is the overlap between IYH and XLV 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 XLV, so the number cannot exceed the smaller coverage.
Which holds more, XLV or IYH?
IYH reports 99 stock positions and XLV reports 59. 9.8% of IYH's weight sits in names XLV does not hold, and 6.6% of XLV's weight in names IYH does not hold. The ten largest positions are 59.0% of IYH and 61.6% of XLV.
How do IYH and XLV differ by sector?
No sector differs by more than a point between the two. 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.
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.