ETF Copilot

FXH vs IWB: holdings overlap, shared companies and scores

As of October 9, 2026, FXH and IWB overlap 7.0% by weight. First Trust Health Care AlphaDEX Fund (FXH): U.S. healthcare stocks. iShares Russell 1000 ETF (IWB): Russell 1000 index.

Updated October 9, 2026

Where FXH and IWB trade against their own history

FXH trades at 20.4 times earnings, against its own median of 20.8, and is cheaper than 56% of its own last 9 years.

IWB trades at 24.4 times earnings, against its own median of 22.4, and is more expensive than 63% of its own last 9 years.

What moved IWB this week

IWB rose 1.2% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.

What do FXH and IWB each hold?

What's inside FXH: AI 2%.

24% of FXH is its ten largest holdings.

What's inside IWB: Tech 44%, Magnificent 7 32%.

37% of IWB is its ten largest holdings.

How much do FXH and IWB overlap? 7.0% by weight

As of October 9, 2026, FXH and IWB overlap 7.0% by weight.

100% of FXH is already inside IWB.

7% of IWB is already inside FXH.

FXH holds 73 companies and IWB holds 1,023; 72 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score FXH and IWB? 5.1 and 6.7 out of 10

As of October 9, 2026, ETF Copilot scores FXH 5.1 out of 10 and IWB 6.7 out of 10.

They differ most on Return: FXH 2.3 and IWB 7.8.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

FXH vs IWB — ETF Copilot factor scores, 0–10
FactorFXHIWB
Growth6.27.3
Value7.83.1
Risk6.06.6
Quality4.08.1
Return2.37.8

IWB is the cheaper of the two at 0.15% a year

As of October 9, 2026, FXH charges 0.61% a year, yields 0.57% and holds $1.1B in assets across 73 positions.

As of October 9, 2026, IWB charges 0.15% a year, yields 0.90% and holds $49.6B in assets across 1023 positions.

FXH vs IWB — cost, income and size
MeasureFXHIWB
Expense ratio0.61%0.15%
Dividend yield0.57%0.90%
Assets under management$1.1B$49.6B
Holdings731023

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “FXH vs IWB holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/fxh-vs-iwb

  1. First Trust Health Care AlphaDEX Fund (FXH)
  2. iShares Russell 1000 ETF (IWB)

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