IHI vs SUSA: Holdings Overlap
IHIiShares U.S. Medical Devices ETF
iShares · 47 holdings · $3.4B · as of 2026-03-31
SUSAiShares ESG Optimized MSCI USA ETF
iShares · 170 holdings · $4.1B · as of 2026-04-30
Holdings snapshots are 30 days apart (IHI: 2026-03-31, SUSA: 2026-04-30). 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 SUSA?
iShares U.S. Medical Devices ETF (IHI, by iShares) holds 47 positions; iShares ESG Optimized MSCI USA ETF (SUSA, by iShares) holds 170. They have 3 holdings in common, and by portfolio weight the two funds are 1.8% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 3IHI holds 47 · SUSA holds 170
- Weight in Shared Holdings
- IHI 12%·SUSA 2%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
44 of 47 positions (88.0% of the fund) are not held by SUSA. Showing the top 30 by weight.
Sector Breakdown
| Sector | IHI | SUSA |
|---|---|---|
| Health Care | 99.8% | 9.0% |
| Information Technology | 0.0% | 38.2% |
| Financials | 0.0% | 11.9% |
| Industrials | 0.0% | 11.3% |
| Communication Services | 0.0% | 8.5% |
| Other Sectors | 0.0% | 21.0% |
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% |
| SUSA | +3.0% | +14.4% | +24.2% | +19.9% | +11.2% | +14.9% | 0.82% |
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 SUSA →
Shared Holdings(3)
The top 3 shared positions account for 100% of the overlap, led by STE, EW and IDXX.
Frequently Asked Questions
How much do IHI and SUSA overlap?
IHI and SUSA overlap by 1.8% of portfolio weight. They share 3 holdings (IHI holds 47 positions and SUSA holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IHI and SUSA?
The two portfolios are 1.8% 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 SUSA?
The largest positions held by both funds are STE, EW and IDXX. Together the top 3 shared positions account for 100% of the total overlap.
What does IHI own that SUSA doesn't?
44 positions (88.0% of IHI) are unique to IHI, led by ABT, ISRG and SYK. In the other direction, 167 positions (98.0% of SUSA) are unique to SUSA.