Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
HLTH
29
HOLDINGS
19%
ALSO IN LFSC
LFSC
37
HOLDINGS
14%
ALSO IN HLTH
SECTOR DRIFT (HLTH minus LFSC)
OVERLAPPING HOLDINGS
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| Company | Weight in HLTH |
Weight in LFSC |
Overlap | |
|---|---|---|---|---|
 |
CYTOKINETICS INC | 5.1% | 4.0% | 4.0% |
|
COGENT BIOSCIENCES INC | 4.0% | 7.4% | 4.0% |
|
GUARDANT HEALTH, INC. | 3.8% | 5.4% | 3.8% |
|
BILLIONTOONE INC CL A | 1.4% | 4.5% | 1.4% |
|
TWIST BIOSCIENCE CORP. | 4.0% | 1.3% | 1.3% |
HLTH Overweight Relative to LFSC
|
10X GENOMICS INC CLASS A | 5.6% |
|
ILLUMINA INC | 5.0% |
|
REVOLUTION MEDICINES, INC. | 4.5% |
|
VERTEX PHARMACEUTICALS INC | 4.3% |
|
ARROWHEAD PHARMACEUTICALS, INC. | 4.0% |
|
STOKE THERAPEUTICS, INC. | 4.0% |
|
INTUITIVE SURGICAL INC | 4.0% |
|
DYNE THERAPEUTICS INC | 3.9% |
|
NATERA INC | 3.8% |
|
THERMO FISHER SCIENTIFIC INC | 3.7% |
HLTH Underweight Relative to LFSC
|
TRAVERE THERAPEUTICS, INC. | -8.1% |
|
SPYRE THERAPEUTICS INC | -7.7% |
 |
LIVANOVA PLC | -6.5% |
|
CORCEPT THERAPEUTICS INC | -5.7% |
|
MIRUM PHARMACEUTICALS, INC. | -3.8% |
|
AXSOME THERAPEUTICS, INC. | -3.7% |
|
UNITED THERAPEUTICS CORP | -3.4% |
|
COGENT BIOSCIENCES INC | -3.4% |
|
BILLIONTOONE INC CL A | -3.1% |
|
DIANTHUS THERAPEUTICS INC | -3.0% |