IHI vs SDVY: Holdings Overlap
IHIiShares U.S. Medical Devices ETF
iShares · 47 holdings · $3.4B · as of 2026-03-31
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
First Trust · 167 holdings · $11.6B · as of 2026-03-31
How similar are IHI and SDVY?
iShares U.S. Medical Devices ETF (IHI, by iShares) holds 47 positions; First Trust SMID Cap Rising Dividend Achievers ETF (SDVY, by First Trust) holds 167. They have 1 holdings in common, and by portfolio weight the two funds are 0.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IHI holds 47 · SDVY holds 167
- Weight in Shared Holdings
- IHI 0%·SDVY 1%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IHI
46 of 47 positions (99.5% of the fund) are not held by SDVY. Showing the top 30 by weight.
Only in SDVY
166 of 167 positions (98.9% of the fund) are not held by IHI. Showing the top 30 by weight.
Sector Breakdown
| Sector | IHI | SDVY |
|---|---|---|
| Health Care | 99.8% | 2.7% |
| Financials | 0.0% | 32.8% |
| Industrials | 0.0% | 32.3% |
| Consumer Discretionary | 0.0% | 9.9% |
| Consumer Staples | 0.0% | 6.3% |
| Other Sectors | 0.0% | 15.9% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IHI | +4.1% | -12.3% | -9.9% | +0.5% | -2.6% | +8.9% | 0.45% |
| SDVY | +3.6% | +16.9% | +24.8% | +15.3% | +10.8% | — | 0.93% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IHI vs SDVY →
Shared Holdings(1)
 LMATLemaitre Vascular Inc. COM | 0.31% | 1.02% | 0.31% |
|---|
Frequently Asked Questions
How much do IHI and SDVY overlap?
IHI and SDVY overlap by 0.3% of portfolio weight. They share 1 holdings (IHI holds 47 positions and SDVY holds 167), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IHI and SDVY?
The two portfolios are 0.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IHI and SDVY?
The largest positions held by both funds are LMAT. Together the top 1 shared positions account for 100% of the total overlap.
What does IHI own that SDVY doesn't?
46 positions (99.5% of IHI) are unique to IHI, led by ABT, ISRG and SYK. In the other direction, 166 positions (98.9% of SDVY) are unique to SDVY.