MEDX vs. IYH ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to iShares U.S. Healthcare ETF (IYH)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.37
Average Daily Volume
1,018
32
IYH
iShares U.S. Healthcare ETF
IYH Description
The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$60.65
Average Daily Volume
250,176
106
Performance
| Period | MEDX | IYH |
|---|---|---|
| 30 Days | -10.09% | -5.01% |
| 60 Days | -12.50% | -7.26% |
| 90 Days | -13.78% | -7.35% |
| 12 Months | -4.11% | 12.50% |
13 Overlapping Holdings
| Symbol | Grade | Weight in MEDX | Weight in IYH | Overlap | |
|---|---|---|---|---|---|
| ABBV | F | 7.81% | 5.42% | 5.42% | |
| ALNY | D | 4.45% | 0.55% | 0.55% | |
| AMGN | F | 5.96% | 2.82% | 2.82% | |
| BIIB | F | 3.08% | 0.43% | 0.43% | |
| BMY | B | 6.23% | 2.11% | 2.11% | |
| GEHC | D | 0.48% | 0.69% | 0.48% | |
| IONS | F | 2.78% | 0.1% | 0.1% | |
| JNJ | C | 4.65% | 6.89% | 4.65% | |
| LLY | F | 15.83% | 11.08% | 11.08% | |
| MRK | D | 3.96% | 4.53% | 3.96% | |
| PFE | F | 4.04% | 2.61% | 2.61% | |
| REGN | F | 3.38% | 1.47% | 1.47% | |
| VTRS | A | 0.27% | 0.28% | 0.27% |
MEDX Overweight 19 Positions Relative to IYH
MEDX Underweight 93 Positions Relative to IYH
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNH | B | -10.1% | |
| ABT | B | -3.72% | |
| TMO | F | -3.63% | |
| ISRG | A | -3.46% | |
| DHR | F | -2.76% | |
| SYK | B | -2.62% | |
| BSX | A | -2.37% | |
| VRTX | D | -2.23% | |
| MDT | D | -2.08% | |
| GILD | C | -2.05% | |
| ELV | F | -1.73% | |
| CI | D | -1.66% | |
| ZTS | D | -1.49% | |
| BDX | F | -1.21% | |
| HCA | F | -1.2% | |
| EW | C | -0.75% | |
| A | D | -0.69% | |
| IDXX | F | -0.64% | |
| IQV | F | -0.64% | |
| RMD | C | -0.63% | |
| HUM | C | -0.62% | |
| VEEV | C | -0.58% | |
| CNC | D | -0.56% | |
| DXCM | C | -0.56% | |
| CAH | B | -0.54% | |
| ZBH | C | -0.43% | |
| WST | C | -0.42% | |
| ILMN | C | -0.4% | |
| STE | D | -0.4% | |
| WAT | C | -0.39% | |
| LH | B | -0.37% | |
| COO | D | -0.36% | |
| PODD | C | -0.34% | |
| DGX | A | -0.33% | |
| HOLX | D | -0.33% | |
| MOH | F | -0.32% | |
| NTRA | A | -0.31% | |
| ALGN | D | -0.31% | |
| BAX | F | -0.3% | |
| UTHR | C | -0.29% | |
| THC | D | -0.27% | |
| AVTR | F | -0.26% | |
| RVTY | F | -0.25% | |
| UHS | D | -0.22% | |
| NBIX | C | -0.22% | |
| MRNA | F | -0.22% | |
| BMRN | F | -0.22% | |
| INCY | C | -0.22% | |
| CTLT | C | -0.2% | |
| RPRX | D | -0.19% | |
| TECH | F | -0.19% | |
| SRPT | F | -0.18% | |
| CRL | D | -0.18% | |
| EHC | B | -0.18% | |
| EXEL | B | -0.18% | |
| EXAS | D | -0.17% | |
| TFX | F | -0.17% | |
| GMED | A | -0.17% | |
| SOLV | D | -0.17% | |
| ITCI | C | -0.16% | |
| PEN | B | -0.16% | |
| HSIC | C | -0.16% | |
| MEDP | D | -0.15% | |
| DVA | C | -0.15% | |
| CHE | D | -0.15% | |
| JAZZ | B | -0.14% | |
| ELAN | D | -0.13% | |
| MASI | B | -0.13% | |
| RGEN | D | -0.13% | |
| DOCS | C | -0.11% | |
| BIO | C | -0.11% | |
| VKTX | F | -0.1% | |
| BRKR | D | -0.1% | |
| ROIV | C | -0.09% | |
| INSP | D | -0.09% | |
| NVST | B | -0.07% | |
| PRGO | C | -0.07% | |
| XRAY | F | -0.07% | |
| OGN | F | -0.07% | |
| RARE | F | -0.07% | |
| ACHC | F | -0.06% | |
| ENOV | C | -0.05% | |
| APLS | F | -0.05% | |
| AMED | F | -0.05% | |
| QDEL | F | -0.04% | |
| SHC | F | -0.04% | |
| AZTA | D | -0.04% | |
| RCM | A | -0.04% | |
| PINC | B | -0.04% | |
| TXG | F | -0.03% | |
| FTRE | D | -0.03% | |
| CERT | F | -0.02% | |
| GRAL | B | -0.01% |
MEDX: Top Represented Industries & Keywords
IYH: Top Represented Industries & Keywords
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