# Portfolio overlap — MDEV vs GDOC

Comparing **First Trust Indxx Medical Devices ETF** (2026-03-31) and **Goldman Sachs Future Health Care Equity ETF** (2026-02-28).

- Shared positions: 11
- First Trust Indxx Medical Devices ETF covered by Goldman Sachs Future Health Care Equity ETF: 0.1905582349782553951588806963
- Goldman Sachs Future Health Care Equity ETF covered by First Trust Indxx Medical Devices ETF: 0.1905582349782553951588806961

## First Trust Indxx Medical Devices ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GLOBUS MEDICAL INC | 0.033181 |  |
| ALIGN TECHNOLOGY INC | 0.029723 |  |
| PENUMBRA INC | 0.027431 | ✓ |
| MASIMO CORP | 0.026821 |  |
| HOYA CORP | 0.026778 | ✓ |
| HOLOGIC INC | 0.024305 |  |
| WATERS CORP | 0.024252 |  |
| EDWARDS LIFESCIENCES CORP | 0.023603 |  |
| INTUITIVE SURGICAL INC | 0.023251 | ✓ |
| WUXI APPTEC CO LTD H | 0.023215 |  |
| ALCON INC | 0.022796 |  |
| COOPER COS INC | 0.022765 |  |
| FISHER & PAYKEL | 0.022694 |  |
| METTLER-TOLEDO INTL INC | 0.021867 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.021840 |  |
| TELEFLEX INC | 0.021806 |  |
| KONINKLIJKE PHIL | 0.021700 |  |
| REVVITY INC | 0.021634 |  |
| STRAUMANN HOLDG AG (REGD) | 0.021053 |  |
| DEXCOM INC | 0.021018 | ✓ |
| ZIMMER BIOMET HO | 0.020808 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.020806 |  |
| STERIS PLC | 0.020448 |  |
| DANAHER CORP | 0.020421 |  |
| THERMO FISHER SCIENTIFIC INC | 0.020402 | ✓ |
| BIO RAD LABS CL A | 0.020357 |  |
| MEDTRONIC PLC | 0.019758 |  |
| STRYKER CORP | 0.019681 |  |
| Smith & Nephew PLC | 0.019579 |  |
| Sartorius Stedim Biotech S.A. | 0.019545 | ✓ |
| MERIT MEDICAL SYSTEMS INC | 0.019013 |  |
| DEMANT A/S | 0.018692 |  |
| BECTON DICKINSON and CO | 0.018339 |  |
| SONOVA HOLDING A | 0.018329 |  |
| AGILENT TECHNOLOGIES INC | 0.018145 | ✓ |
| Terumo Corporation | 0.018070 |  |
| RESMED INC | 0.017927 |  |
| BIOMERIEUX | 0.017513 |  |
| OLYMPUS CORP | 0.017219 |  |
| SIEMENS HEALTHINEERS AG COMMON STOCK | 0.016992 |  |
| COLOPLAST-B COMMON STOCK | 0.016928 |  |
| ABBOTT LABS | 0.016884 | ✓ |
| BAXTER INTL INC | 0.016674 |  |
| SYSMEX CORPORATION | 0.015276 |  |
| INSULET CORP | 0.014553 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.014308 | ✓ |
| AMPLIFON SPA | 0.014045 |  |
| COCHLEAR LTD | 0.013787 |  |
| CARL ZEISS ME-BR | 0.012640 |  |
| DREY-GVT CSH-I | 0.001129 |  |

## Goldman Sachs Future Health Care Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LILLY ELI and CO | 0.122034 |  |
| JOHNSON&JOHNSON | 0.080954 |  |
| ASTRAZENECA PLC | 0.064073 |  |
| MERCK & CO | 0.059861 |  |
| BOSTON SCIENTIFIC CORP | 0.058077 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.046186 | ✓ |
| INTUITIVE SURGICAL INC | 0.044671 | ✓ |
| GUARDANT HEALTH INC | 0.037340 |  |
| HOYA CORP | 0.036269 | ✓ |
| ARGENX SE SPONSORED ADR | 0.036041 |  |
| CENCORA INC | 0.033889 |  |
| ABBOTT LABS | 0.031323 | ✓ |
| LONZA GROUP -REG | 0.029430 |  |
| AGILENT TECHNOLOGIES INC | 0.029080 | ✓ |
| DEXCOM INC | 0.026823 | ✓ |
| ROIVANT SCIENCES LTD | 0.022272 |  |
| METTLER-TOLEDO INTL INC | 0.017737 | ✓ |
| APOGEE THERAPEUTICS INC | 0.016200 |  |
| Sartorius Stedim Biotech S.A. | 0.015876 | ✓ |
| IONIS PHARMACEUTICALS INC | 0.014083 |  |
| QIAGEN NV | 0.013916 |  |
| REPLIGEN CORP | 0.012567 |  |
| INSMED INC | 0.012210 |  |
| PENUMBRA INC | 0.011440 | ✓ |
| Goldman Sachs Treasury Obligations Fund Institutional Class | 0.010870 |  |
| NATERA INC | 0.010477 |  |
| XENON PHARMACEUTICALS INC | 0.010326 |  |
| ROYALTY PHARMA PLC | 0.010109 |  |
| UNITEDHEALTH GRP | 0.010067 |  |
| CYTOKINETICS INC | 0.009772 |  |
| BRIDGEBIO PHARMA INC | 0.009172 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.008917 |  |
| RHYTHM PHARMACEUTICALS INC | 0.008831 |  |
| CG ONCOLOGY INC | 0.008300 |  |
| ARCELLX INC | 0.008180 |  |
| GENEDX HOLDINGS CORP-A | 0.005875 |  |
| REVOLUTION MEDICINES INC | 0.005237 |  |
| INSULET CORP | 0.004719 | ✓ |
| ULTRAGENYX PHARMA INC | 0.003749 |  |
| STRUCTURE THERAPEUTICS INC ADR | 0.003046 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020383` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020383/0000940400-26-020383-index.htm>
- N-PORT (fund B) — accession `0000940400-26-015180` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1479026/000094040026015180/0000940400-26-015180-index.htm>

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