# Portfolio overlap — FDHT vs MSVDX

Comparing **Fidelity Digital Health ETF** (2025-09-30) and **Vitality Portfolio** (2026-03-31).

- Shared positions: 5
- Fidelity Digital Health ETF covered by Vitality Portfolio: 0.1124774103307937839481075627
- Vitality Portfolio covered by Fidelity Digital Health ETF: 0.1124774103307937839481075627

## Fidelity Digital Health ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VEEVA SYSTEMS-A | 0.049677 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.045636 |  |
| INTUITIVE SURGICAL INC | 0.044310 | ✓ |
| KONINKLIJKE PHIL | 0.043317 |  |
| INSULET CORP | 0.040212 |  |
| SIEMENS HEALTHINEERS AG COMMON STOCK | 0.038705 |  |
| DEXCOM INC | 0.037600 | ✓ |
| HIMS & HERS HEAL | 0.036308 |  |
| FISHER & PAYKEL | 0.034672 |  |
| PRO MEDICUS LTD | 0.034118 |  |
| DOXIMITY INC-A | 0.032499 | ✓ |
| JD HEALTH INTERN | 0.030852 |  |
| MASIMO CORP | 0.027152 |  |
| MAXIMUS INC | 0.024479 |  |
| ALIBABA HEALTH | 0.024005 |  |
| IRHYTHM TECHNOLOGIES INC | 0.023817 |  |
| SECTRA AB-B | 0.022183 |  |
| APPLE INC | 0.021274 |  |
| WAYSTAR HOLDING CORP | 0.019541 |  |
| THE CIGNA GROUP | 0.019039 |  |
| PREMIER INC-CL A | 0.017989 |  |
| NIHON KOHDEN | 0.016315 |  |
| CORVEL CORP | 0.015808 |  |
| CLEARPOINT NEURO INC | 0.015792 |  |
| INSPIRE MEDICAL SYSTEMS INC | 0.015520 | ✓ |
| PING AN HEALTHCA | 0.015490 |  |
| SHOP APOTHEKE EU | 0.014781 |  |
| CATAPULT SPORTS | 0.014679 |  |
| NOVOCURE LTD | 0.014648 |  |
| TELADOC HEALTH INC | 0.014279 |  |
| OMNICELL INC | 0.013715 |  |
| ASTRANA HEALTH INC | 0.012773 |  |
| PHREESIA INC | 0.011812 |  |
| RaySearch Laboratories AB (publ) | 0.011764 |  |
| JMDC INC | 0.011600 |  |
| TANDEM DIABETES CARE INC | 0.011489 |  |
| EVOLENT HEALTH INC A | 0.011348 |  |
| HEALTHSTREAM INC | 0.010910 |  |
| YIDU TECH INC | 0.010233 |  |
| TALKSPACE INC CL A | 0.009084 |  |
| OPTIMIZERX CORP | 0.008904 |  |
| GUARDIAN PHARMACY SERVICES INC | 0.008842 |  |
| ZUR ROSE GROUP A | 0.008791 |  |
| GOODRX HOLDINGS INC | 0.008662 |  |
| SENSEONICS HOLDINGS INC | 0.008187 |  |
| LIFEMD INC | 0.008127 |  |
| DELCATH SYSTEMS | 0.007994 |  |
| TRUBRIDGE INC | 0.007521 |  |
| MULTIPLAN CORP CL A | 0.007233 |  |
| HEALTH CATALYST INC | 0.006310 |  |

## Vitality Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ARGENX SE SPONSORED ADR | 0.083456 |  |
| LILLY ELI and CO | 0.080961 |  |
| Ascendis Pharma A/S | 0.056952 |  |
| NEKTAR THERAPEUTICS | 0.049406 |  |
| THERMO FISHER SCIENTIFIC INC | 0.044461 |  |
| ALIGN TECHNOLOGY INC | 0.043435 |  |
| ENLIVEN THERAPEUTICS INC | 0.040529 |  |
| 10X GENOMICS INC | 0.039243 |  |
| NEWAMSTERDAM PHARMA COMPANY NV | 0.037096 |  |
| STRUCTURE THERAPEUTICS INC ADR | 0.034903 |  |
| CERIBELL INC | 0.034899 |  |
| DOXIMITY INC-A | 0.030458 | ✓ |
| INTUITIVE SURGICAL INC | 0.029593 | ✓ |
| GUARDANT HEALTH INC | 0.028345 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.028159 |  |
| VERTEX PHARMACEUTICALS INC | 0.027796 |  |
| VAXCYTE INC | 0.026903 |  |
| ILLUMINA INC | 0.026195 |  |
| INSPIRE MEDICAL SYSTEMS INC | 0.025837 | ✓ |
| ZOETIS INC CL A | 0.023627 |  |
| UNITEDHEALTH GRP | 0.022634 |  |
| KYMERA THERAPEUTICS INC | 0.021630 |  |
| DEXCOM INC | 0.020676 | ✓ |
| BEAM THERAPEUTICS INC | 0.018565 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.017796 |  |
| ATAIBECKLEY INC | 0.016969 |  |
| MAXCYTE INC | 0.016898 |  |
| VEEVA SYSTEMS-A | 0.016231 | ✓ |
| MSILF-TR SEC-INS | 0.015906 |  |
| SCHRODINGER INC | 0.014099 |  |
| TEMPUS AI INC-A | 0.012689 |  |
| ULTRAGENYX PHARMA INC | 0.007723 |  |
| UNIQURE N.V. | 0.005932 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-25-002122` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540225002122/0000035402-25-002122-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054371` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/836487/000141036826054371/0001410368-26-054371-index.htm>

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