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

IYH and XLV share 85.5% of their weight across 52 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

85.5%

52 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

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

102

stock positions reported to the SEC

10.8% of its weight is in 50 names XLV does not hold

XLVState Street(R) Health Care Select Sector SPDR(R) ETF

59

stock positions reported to the SEC

7.6% of its weight is in 7 names IYH does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
94.6%
92.3%
Consumer Cyclical
1.0%
3.7%
Consumer Defensive
0.0%
2.3%
Basic Materials
0.8%
0.7%
Technology
0.6%
0.5%

The widest gap is Consumer Cyclical: XLV has 2.7 points more of it.

The figures side by side

IYHXLV
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported10259
Weight of the ten largest57.4%61.6%
Largest positionLLY 13.7%LLY 16.5%
Held alone50 positions, 10.8%7 positions, 7.6%
Covered by stock positions100%100%

Holdings they share

StockIn IYHIn XLVCounted
LLYELI LILLY AND COMPANY13.72%16.51%13.72%
JNJJOHNSON & JOHNSON10.14%10.64%10.14%
ABBVABBVIE INC.6.86%7.74%6.86%
UNHUNITEDHEALTH GROUP INCORPORATED6.18%6.57%6.18%
MRKMERCK & CO., INC.4.97%5.52%4.97%
AMGNAMGEN INC.3.41%3.40%3.40%
TMOTHERMO FISHER SCIENTIFIC INCORPORATED3.32%3.24%3.24%
ABTABBOTT LABORATORIES2.88%2.75%2.75%
GILDGILEAD SCIENCES, INC.2.99%2.73%2.73%
ISRGINTUITIVE SURGICAL, INC.2.96%2.45%2.45%

What each holds alone

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

Only in IYH

MEDTRONIC PUBLIC LIMITED COMPANY1.90%
ALNYALNYLAM PHARMACEUTICALS, INC.0.72%
INSMINSMED INCORPORATED0.52%
NTRANATERA, INC.0.50%
RVMDREVOLUTION MEDICINES, INC.0.47%
UTHRUNITED THERAPEUTICS CORPORATION0.44%
STERIS PUBLIC LIMITED COMPANY0.39%
ILMNILLUMINA, INC.0.36%
RPRXROYALTY PHARMA PLC0.35%
THCTENET HEALTHCARE CORPORATION0.28%

Only in XLV

CVSCVS Health Corp2.30%
MDTMedtronic PLC1.75%
MCKMcKesson Corp1.58%
CORCencora Inc0.96%
MTDMettler-Toledo International Inc0.45%
STESTERIS PLC0.36%
COOPER COS INC/THE0.24%

Questions people ask

Is IYH the same as XLV?

85.5% of their weight sits in the same 52 holdings. IYH also reports MEDTRONIC PUBLIC LIMITED COMPANY, ALNY, INSM, which the other does not. XLV also reports CVS, MDT, MCK, 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 102 stock positions and XLV reports 59. 10.8% of IYH's weight sits in names XLV does not hold, and 7.6% of XLV's weight in names IYH does not hold. The ten largest positions are 57.4% of IYH and 61.6% of XLV.

How do IYH and XLV differ by sector?

The widest gap is Consumer Cyclical: XLV has 2.7 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

XLV 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.