IHI vs SDY: Holdings Overlap
IHIiShares U.S. Medical Devices ETF
iShares · 47 holdings · $3.4B · as of 2026-03-31
SDYState Street® SPDR® S&P® Dividend ETF
State Street (SPDR) · 154 holdings · $22.0B · as of 2026-08-06
Holdings snapshots are 128 days apart (IHI: 2026-03-31, SDY: 2026-08-06). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IHI and SDY?
iShares U.S. Medical Devices ETF (IHI, by iShares) holds 47 positions; State Street® SPDR® S&P® Dividend ETF (SDY, by State Street (SPDR)) holds 154. They have 4 holdings in common, and by portfolio weight the two funds are 5.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 4IHI holds 47 · SDY holds 154
- Weight in Shared Holdings
- IHI 29%·SDY 5%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
43 of 47 positions (70.7% of the fund) are not held by SDY. Showing the top 30 by weight.
Sector Breakdown
| Sector | IHI | SDY |
|---|---|---|
| Health Care | 99.8% | 8.4% |
| Industrials | 0.0% | 18.7% |
| Consumer Staples | 0.0% | 15.2% |
| Utilities | 0.0% | 13.2% |
| Financials | 0.0% | 12.5% |
| Other Sectors | 0.0% | 31.9% |
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% |
| SDY | +1.4% | +14.8% | +16.9% | +10.8% | +7.8% | +9.4% | 2.36% |
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 SDY →
Shared Holdings(4)
The top 4 shared positions account for 100% of the overlap, led by MDT, BDX and ABT.
Frequently Asked Questions
How much do IHI and SDY overlap?
IHI and SDY overlap by 5.4% of portfolio weight. They share 4 holdings (IHI holds 47 positions and SDY holds 154), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IHI and SDY?
The two portfolios are 5.4% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IHI and SDY?
The largest positions held by both funds are MDT, BDX, ABT and STE. Together the top 4 shared positions account for 100% of the total overlap.
What does IHI own that SDY doesn't?
43 positions (70.7% of IHI) are unique to IHI, led by ISRG, SYK and EW. In the other direction, 150 positions (94.4% of SDY) are unique to SDY.