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ETF overlap

HEAL vs IWVU: how much do they overlap?

iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL) and iShares Edge MSCI World Value Factor UCITS ETF (Acc) (IWVU) have a 3.61% holdings overlap. 16.8% of HEAL's holdings by weight are also held by IWVU, and 3.66% the other way. They share 11 securities. Computed from the funds' published holdings.

Holdings overlap 3.61% 11 shared securities
16.8% of HEAL is also in IWVU
3.66% of IWVU is also in HEAL

Top shared holdings

Securities held by both, by overlapping weight

HoldingHEALIWVU
PFIZER INC 1.65% 1.09%
BRISTOL MYERS SQUIBB 1.74% 0.60%
GLAXOSMITHKLINE 1.96% 0.50%
GILEAD SCIENCES INC 1.75% 0.42%
MEDTRONIC PLC 1.40% 0.29%
ROPER TECHNOLOGIES INC 1.81% 0.21%
BIOGEN INC 2.26% 0.20%
PULTEGROUP INC 0.16% 0.19%
MERCK 2.27% 0.09%
IPSEN SA 0.81% 0.03%
QIAGEN NV 0.94% 0.02%

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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.