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ETF overlap

HEAL vs IWMO: how much do they overlap?

iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL) and iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO) have a 5.35% holdings overlap. 13.3% of HEAL's holdings by weight are also held by IWMO, and 5.4% the other way. They share 9 securities. Computed from the funds' published holdings.

Holdings overlap 5.35% 9 shared securities
13.3% of HEAL is also in IWMO
5.4% of IWMO is also in HEAL

Top shared holdings

Securities held by both, by overlapping weight

HoldingHEALIWMO
JOHNSON & JOHNSON 2.33% 2.35%
NOVARTIS AG 1.96% 0.88%
MERCK & CO INC 2.27% 0.87%
ROCHE PS PAR AG 1.81% 0.85%
BRISTOL MYERS SQUIBB 1.74% 0.30%
BIOGEN INC 2.26% 0.07%
ROCHE HOLDING AG 0.08% 0.03%
IPSEN SA 0.81% 0.02%
CYBERARK SOFTWARE CONTRA 0.00% 0.01%

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Overlap = the sum, across securities held by both funds, of the smaller of the two weights (the standard ETF-overlap definition). Figures derive from each issuer's published holdings. Methodology.