IHI vs XMMO: Holdings Overlap
IHIiShares U.S. Medical Devices ETF
iShares · 47 holdings · $3.4B · as of 2026-03-31
XMMOInvesco S&P MidCap Momentum ETF
Invesco · 76 holdings · $7.2B · as of 2026-04-30
Holdings snapshots are 30 days apart (IHI: 2026-03-31, XMMO: 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 XMMO?
iShares U.S. Medical Devices ETF (IHI, by iShares) holds 47 positions; Invesco S&P MidCap Momentum ETF (XMMO, by Invesco) holds 76. They have 1 holdings in common, and by portfolio weight the two funds are 0.8% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IHI holds 47 · XMMO holds 76
- Weight in Shared Holdings
- IHI 2%·XMMO 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 (98.1% of the fund) are not held by XMMO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IHI | XMMO |
|---|---|---|
| Health Care | 99.8% | 6.3% |
| Industrials | 0.0% | 40.3% |
| Information Technology | 0.0% | 15.0% |
| Materials | 0.0% | 7.9% |
| Energy | 0.0% | 7.1% |
| Other Sectors | 0.0% | 23.1% |
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% |
| XMMO | +1.1% | +17.4% | +26.1% | +25.9% | +14.3% | +18.6% | 0.60% |
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 XMMO →
Shared Holdings(1)
 PENPenumbra Inc. COM | 1.75% | 0.80% | 0.80% |
|---|
Frequently Asked Questions
How much do IHI and XMMO overlap?
IHI and XMMO overlap by 0.8% of portfolio weight. They share 1 holdings (IHI holds 47 positions and XMMO holds 76), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IHI and XMMO?
The two portfolios are 0.8% 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 XMMO?
The largest positions held by both funds are PEN. Together the top 1 shared positions account for 100% of the total overlap.
What does IHI own that XMMO doesn't?
46 positions (98.1% of IHI) are unique to IHI, led by ABT, ISRG and SYK. In the other direction, 75 positions (98.8% of XMMO) are unique to XMMO.