ETF Copilot

HEAL vs IWV: holdings overlap, shared companies and scores

As of October 9, 2026, HEAL and IWV overlap 0.5% by weight. Global X HealthTech ETF (HEAL): Healthcare-tech intersection. iShares Russell 3000 ETF (IWV): U.S. total market index.

Updated October 9, 2026

Where IWV trades against its own history

IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.

What moved HEAL and IWV this week

HEAL rose 2.8% in the week to October 9, 2026. The holdings that moved it most were Veeva Systems (+8.3%), Oscar Health (+7.9%) and Doximity (+9.2%); Tempus AI (−7.4%) pushed the other way.

IWV rose 1.1% 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 HEAL and IWV each hold?

What's inside HEAL: AI 8%, Tech 4%.

48% of HEAL is its ten largest holdings.

What's inside IWV: Tech 43%, Magnificent 7 31%.

35% of IWV is its ten largest holdings.

How much do HEAL and IWV overlap? 0.5% by weight

As of October 9, 2026, HEAL and IWV overlap 0.5% by weight.

85% of HEAL is already inside IWV.

1% of IWV is already inside HEAL.

HEAL holds 39 companies and IWV holds 2,587; 32 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 HEAL and IWV? 3.4 and 6.5 out of 10

As of October 9, 2026, ETF Copilot scores HEAL 3.4 out of 10 and IWV 6.5 out of 10.

They differ most on Return: HEAL 0.3 and IWV 7.6.

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

HEAL vs IWV — ETF Copilot factor scores, 0–10
FactorHEALIWV
Growth6.37.1
Value8.73.1
Risk1.16.5
Quality0.77.8
Return0.37.6

IWV is the cheaper of the two at 0.20% a year

As of October 9, 2026, HEAL charges 0.50% a year, yields 0.24% and holds $30M in assets across 39 positions.

As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.

HEAL vs IWV — cost, income and size
MeasureHEALIWV
Expense ratio0.50%0.20%
Dividend yield0.24%0.86%
Assets under management$30M$20.5B
Holdings392587

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, “HEAL vs IWV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/heal-vs-iwv

  1. Global X HealthTech ETF (HEAL)
  2. iShares Russell 3000 ETF (IWV)

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