URTH vs IXJ overlap
URTH and IXJ overlap 8.2% by weight, across 96 shared holdings.
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Top shared holdings
| Holding | URTH | IXJ | Overlap |
|---|---|---|---|
| ELI Lilly & CoLLY | 0.97% | 10.93% | 0.97% |
| Johnson&JohnsonJNJ | 0.59% | 7.04% | 0.59% |
| Abbvie Inc.ABBV | 0.42% | 5.12% | 0.42% |
| Unitedhealth GRPUNH | 0.38% | 4.40% | 0.38% |
| Roper TechnologiROP | 0.36% | 3.75% | 0.36% |
| Merck & CoMRK | 0.32% | 4.12% | 0.32% |
| Astrazeneca PLCAZN | 0.31% | 3.76% | 0.31% |
| Novartis AG-REGNOVN | 0.31% | 3.71% | 0.31% |
| Thermo FisherTMO | 0.20% | 2.42% | 0.20% |
| Amgen Inc.AMGN | 0.20% | 2.54% | 0.20% |
| Gilead SciencesGILD | 0.18% | 2.04% | 0.18% |
| Intuitive SurgicISRG | 0.16% | 1.83% | 0.16% |
| Pfizer Inc.PFE | 0.16% | 1.78% | 0.16% |
| Abbott LabsABT | 0.16% | 2.05% | 0.16% |
| NOVO Nordisk-BNOVOB | 0.16% | 1.99% | 0.16% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: URTH, SEC Form N-PORT, May 31, 2026; IXJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | URTH | IXJ |
|---|---|---|
| BlackRock, Inc. | $49.3M | $1.4B |
| Royal Bank of Canada | $441.6M | $21.4M |
| Bank of America Corp. | $105.9M | $101.4M |
| Morgan Stanley | $85.5M | $93.1M |
| Goldman Sachs Group Inc. | $148.2M | $4.7M |
| Banco Santander, S.A. | $104.7M | $11.6M |
| CI Investments Inc. | $20.5M | $70.8M |
| Bank of Montreal | $66.7M | $16.4M |
| JPMorgan Chase & Co | $50.3M | $30.9M |
| Assetmark, Inc. | $39K | $77.4M |
| Jane Street Group, LLC | $53.0M | $12.6M |
| UBS Group AG | $34.3M | $30.3M |
| LPL Financial LLC | $47.4M | $16.2M |
| Envestnet Asset Management Inc. | $33.5M | $14.6M |
| Wells Fargo & Company | $20.0M | $22.8M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: URTH institutional holders, IXJ institutional holders.
Frequently asked questions
How much do URTH and IXJ overlap?
8.2% by weight, with 96 holdings in common, using holdings for URTH as of May 31, 2026 and IXJ as of June 30, 2026. The largest shared position is LLY.
Do institutions hold both URTH and IXJ?
102 Form 13F filers report positions in both, out of 475 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.