IXJ vs JIRE: Holdings Overlap
IXJiShares Global Healthcare ETF
iShares · 123 holdings · $4.1B · as of 2026-03-31
JIREJPMorgan International Research Enhanced Equity ETF
JPMorgan · 206 holdings · $11.2B · as of 2026-04-30
Holdings snapshots are 30 days apart (IXJ: 2026-03-31, JIRE: 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 IXJ and JIRE?
iShares Global Healthcare ETF (IXJ, by iShares) holds 123 positions; JPMorgan International Research Enhanced Equity ETF (JIRE, by JPMorgan) holds 206. They have 17 holdings in common, and by portfolio weight the two funds are 10.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 17IXJ holds 123 · JIRE holds 206
- Weight in Shared Holdings
- IXJ 23%·JIRE 10%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 IXJ
106 of 123 positions (76.9% of the fund) are not held by JIRE. Showing the top 30 by weight.
Sector Breakdown
| Sector | IXJ | JIRE |
|---|---|---|
| Health Care | 98.9% | 9.9% |
| Financials | 0.0% | 25.9% |
| Industrials | 0.0% | 17.9% |
| Information Technology | 0.0% | 9.8% |
| Consumer Discretionary | 0.0% | 7.9% |
| Other Sectors | 0.7% | 25.6% |
| Unclassified | 0.0% | 1.8% |
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. “Unclassified” is weight we could not classify (0% of IXJ, 2% of JIRE).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IXJ | +0.7% | +5.9% | +25.5% | +7.8% | +4.8% | +8.5% | 1.41% |
| JIRE | +3.8% | +14.5% | +24.4% | +17.7% | — | — | 2.61% |
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 IXJ vs JIRE →
Shared Holdings(17)
The top 10 shared positions account for 84% of the overlap, led by AZN, ROP and NOVN.
4.02% | 2.06% | 2.06% | |
3.72% | 1.27% | 1.27% | |
3.87% | 1.20% | 1.20% | |
1.37% | 0.85% | 0.85% | |
0.78% | 0.67% | 0.67% | |
1.55% | 0.61% | 0.61% | |
0.60% | 0.66% | 0.60% | |
0.78% | 0.42% | 0.42% | |
1.49% | 0.39% | 0.39% | |
0.60% | 0.36% | 0.36% | |
0.58% | 0.30% | 0.30% | |
0.90% | 0.29% | 0.29% | |
0.45% | 0.28% | 0.28% | |
0.26% | 0.27% | 0.26% | |
0.60% | 0.22% | 0.22% | |
0.63% | 0.18% | 0.18% | |
0.46% | 0.11% | 0.11% |
Frequently Asked Questions
How much do IXJ and JIRE overlap?
IXJ and JIRE overlap by 10.1% of portfolio weight. They share 17 holdings (IXJ holds 123 positions and JIRE holds 206), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IXJ and JIRE?
The two portfolios are 10.1% 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 IXJ and JIRE?
The largest positions held by both funds are AZN, ROP, NOVN, SAN and 7741. Together the top 10 shared positions account for 84% of the total overlap.
What does IXJ own that JIRE doesn't?
106 positions (76.9% of IXJ) are unique to IXJ, led by LLY, JNJ and ABBV. In the other direction, 189 positions (88.6% of JIRE) are unique to JIRE.