Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
9.3%
% of BMED's 119 holdings also in IBRN
26.3%
% of IBRN's 52 holdings also in BMED
Overlap by Weight
Sector Drift (BMED minus IBRN)
Overlapping Holdings
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| Company | Weight in BMED |
Weight in IBRN |
Overlap | |
|---|---|---|---|---|
 |
ARGENX SE ADR | 3.6% | 4.5% | 3.6% |
 |
SAREPTA THERAPEUTICS INC | 2.1% | 4.1% | 2.1% |
|
NEUROCRINE BIOSCIENCES INC | 1.9% | 4.7% | 1.9% |
|
BIOGEN IDEC INC | 0.8% | 4.0% | 0.8% |
|
PTC THERAPEUTICS INC | 0.6% | 3.9% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
BMED Overweight Relative to IBRN
|
INTUITIVE SURGICAL INC | 5.1% |
|
BOSTON SCIENTIFIC CORP | 4.8% |
|
GILEAD SCIENCES INC | 3.1% |
 |
ROCHE HOLDING AG-BR | 2.8% |
|
LONZA GROUP AG-REG | 2.6% |
|
UCB SA | 2.5% |
|
ABBOTT LABORATORIES | 2.3% |
|
BIO-TECHNE CORPORATION | 2.1% |
|
REPLIGEN CORP | 2.0% |
|
WATERS CORP | 2.0% |
BMED Underweight Relative to IBRN
|
INTRA-CELLULAR THERAPIES INC | -4.8% |
 |
SK BIOPHARMACEUTICALS CO., LTD. | -4.6% |
|
SUPERNUS PHARMACEUTICALS INC | -4.3% |
|
ACADIA PHARMACEUTICALS INC | -4.2% |
|
CATALYST PHARMACEUTICAL PART | -4.2% |
|
SCHOLAR ROCK HOLDING CORP. | -3.6% |
 |
ALKERMES PLC | -3.5% |
|
INTEGRA LIFESCIENCES HOLDING | -3.3% |
|
PTC THERAPEUTICS INC | -3.2% |
|
BIOGEN IDEC INC | -3.2% |