Constituent dispersion · breadth vs the index

IXJ — Global Healthcare

80/109 covered · 88% by weight · benchmark: IXJ price · closes through 2026-09-03 ·holdings as of 2026-06-16

Concentration 34.87% in top 5 25.38 effective names · HHI 394
RS vs S&P 500 21d +4.48pp sector return − SPY
RS vs Nasdaq-100 21d +4.87pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +4.92% · A/D +100 (+1.25/name)
IXJ price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week +0.84% -0.12 -9pp -1.66pp Weakening
1 month +4.92% +1.25 -20pp -4.31pp Confirming ↑
1 quarter +11.54% +4.24 -1pp -0.95pp Confirming ↑

Over the last 126 sessions: price up +9.98%, breadth up (+3.09/name) · % beating 51→45 · median−ETF +0.45pp→-1.41pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.33% +0.04% -0.29pp 42 / 38 31 / 49 50 of 80 ±1.22%
5d +0.84% +0.18% -0.66pp 41 / 39 30 / 50 23 of 80 ±2.64%
21d +4.92% +3.39% -1.53pp 55 / 24 35 / 44 7 of 79 ±7.88%
YTD +8.88% +11.20% +2.32pp 54 / 24 43 / 35 5 of 78 ±22.96%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • JNJ+1.17%+0.08pp
  • AZN+1.94%+0.07pp
  • ROP+1.58%+0.06pp
  • TMO+1.63%+0.04pp
  • ELV+2.20%+0.03pp
  • BSX-2.94%-0.03pp
  • ABT-1.52%-0.03pp
  • ABBV-0.58%-0.03pp
  • SYK-1.35%-0.02pp
  • PFE-0.72%-0.01pp

This month (21d)

  • MRK+18.71%+0.71pp
  • JNJ+8.09%+0.58pp
  • GILD+14.77%+0.32pp
  • ABBV+5.69%+0.28pp
  • ROP+7.05%+0.28pp
  • UNH-2.86%-0.13pp
  • SYK-8.62%-0.12pp
  • LLY-0.73%-0.08pp
  • IDXX-9.49%-0.06pp
  • CSL-10.45%-0.05pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • VEEV+33.19%
  • ARGX+21.37%
  • MRK+18.71%
  • MRK+18.71%
  • GMAB+17.60%
  • CSL-10.45%
  • STMN.SW-9.50%
  • IDXX-9.49%
  • GALD.SW-8.74%
  • SYK-8.62%

IXJ — constituent leadership race

$100 in each covered IXJ constituent at 2025-12-30, rebased to 100. Watch leadership change hands.

0%

Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 80 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
LLY Eli Lilly and Company 10.68% 1159.60 -0.04% -1.40% -0.73% +8.08% 28
JNJ Johnson & Johnson 7.23% 278.43 +1.17% +4.76% +8.09% +35.25% 72
ABBV Abbvie Inc 4.91% 260.21 -0.58% +0.80% +5.69% +15.75% 59
UNH Unitedhealth Group 4.59% 400.94 +0.32% +1.49% -2.86% +22.40% 14
ROP Roper Industries 3.90% 422.35 +1.58% -0.08% +7.05% -4.68% 71
AZN Astrazeneca Plc 3.86% 164.77 +1.94% +0.15% +2.70% 46
MRK Merck & Company 3.81% 152.34 +0.46% +1.87% +18.71% +45.80% 95
AMGN Amgen Inc 2.41% 444.12 +0.29% +1.63% +8.90% +36.63% 78
TMO Thermo Fisher Scientific 2.24% 618.43 +1.63% -1.95% +7.03% +6.83% 70
GILD Gilead Sciences Inc 2.14% 151.22 +1.08% +1.59% +14.77% +23.90% 89
ISRG Intuitive Surg Inc 2.07% 369.83 -0.55% +0.75% -1.43% -34.70% 23
ABT Abbott Laboratories 2.02% 108.79 -1.52% -2.51% +2.91% -12.18% 47
PFE Pfizer Inc 1.95% 28.81 -0.72% +2.82% +11.62% +17.64% 82
NOVO-B.CO NOVO NORDISK CLASS B 1.86% 301.55 -0.03% +2.13% +3.77% -4.09% 53
BMY Bristol-Myers Squibb Company 1.61% 68.09 +0.64% +1.70% +7.01% +29.04% 68
CVS CVS Corp 1.57% 97.20 -0.03% +4.61% -1.94% +24.57% 19
VRTX Vertex Pharmaceutic 1.46% 557.96 +0.22% +1.90% +15.08% +23.07% 91
DHR Danaher Corp 1.44% 211.03 +0.53% -2.16% +5.69% -7.62% 61
SYK Stryker Corp 1.43% 307.99 -1.35% -4.39% -8.62% -12.13% 5
GSK.LSE Gsk Plc ADR 1.39% 1866.50 +0.27% -1.74% -1.61% +4.06% 22
MDT Medtronic Inc 1.33% 93.10 +1.00% +3.48% +8.27% -2.29% 75
SNY Sanofi-Aventis S.A. ADR 1.28% 44.33 -0.31% -1.14% +3.62% -3.45% 51
MCK Mckesson Corp 1.24% 921.38 -0.37% +3.58% +5.03% +12.54% 56
ELV Elevance Health Inc 1.14% 414.78 +2.20% +3.93% +6.02% +19.05% 63
BSX Boston Scientific Corp 1.12% 46.95 -2.94% +0.60% -1.65% -50.76% 20
CI The Cigna Group 0.99% 286.26 +1.21% +3.09% +5.83% +5.19% 62
REGN Regeneron Pharmaceuticals 0.86% 843.47 -1.00% +4.43% +9.74% +9.41% 80
HCA Hca Holdings Inc 0.81% 409.20 +1.78% -2.42% -0.11% -12.22% 29
EL Estee Lauder Companies 0.79% 100.86 -0.29% -4.72% +15.98% -3.01% 92
COR Cencora Inc 0.68% 337.22 +0.26% +4.98% +6.51% +0.24% 66
ARGX Argenx Se ADR 0.67% 1053.46 -0.18% -0.51% +21.37% +25.27% 97
EW Edwards Lifesciences Corp 0.64% 89.78 -1.15% -0.19% +0.91% +5.31% 34
CAH Cardinal Health 0.62% 248.61 +1.27% +5.73% +3.92% +21.57% 54
LONN.SW LONZA GROUP AG 0.58% 582.00 -0.24% -1.09% +3.67% +9.35% 52
IDXX Idexx Laboratories 0.58% 529.29 -1.80% -2.90% -9.49% -21.76% 3
BDX Becton Dickinson and Company 0.55% 187.62 +0.05% -0.27% +9.94% +23.76% 81
HLN Haleon Plc 0.54% 357.60 -2.30% -4.21% +0.64% -3.30% 32
GALD.SW GALDERMA GROUP N AG 0.49% 162.85 -1.90% -4.77% -8.74% +0.68% 4
HUM Humana Inc 0.48% 406.52 +1.38% +3.54% +11.74% +59.52% 84
SDZ.SW SANDOZ GROUP AG 0.48% 70.36 +2.18% -0.26% +3.26% +23.12% 48
CSL Carlisle Companies Inc 0.46% 345.04 +0.91% -4.35% -10.45% +8.52% 0
ZTS Zoetis Inc Cl A 0.45% 76.29 +0.16% +1.69% +2.55% -38.84% 44
ALC Alcon Inc 0.45% 58.00 -2.29% -0.79% +2.22% -7.90% 41
WAT Waters Corp 0.44% 413.56 +0.33% -1.83% +3.39% +8.88% 49
A Agilent Technologies 0.43% 149.98 -0.93% -4.89% +6.29% +10.67% 65
RMD Resmed Inc 0.40% 229.19 -0.73% -2.79% +2.30% -4.35% 42
GEHC GE Healthcare Technologies 0.39% 69.72 -1.19% -3.81% -0.74% -14.92% 27
IQV Iqvia Holdings Inc 0.38% 271.62 +2.95% +3.52% +15.07% +20.50% 90
DXCM Dexcom Inc 0.37% 89.71 +0.02% +0.47% +8.53% +35.17% 76
BIIB Biogen Inc 0.37% 224.51 +0.83% +1.36% +8.65% +27.57% 77
CNC Centene Corp 0.36% 68.02 +1.01% +4.12% +1.54% +65.30% 38
VEEV Veeva Systems Inc 0.32% 284.38 +1.30% +0.80% +33.19% +27.39% 99
WST West Pharmaceutical Services 0.30% 342.73 +0.03% -0.97% -2.36% +24.77% 18
MTD Mettler-Toledo International 0.29% 1356.23 -0.84% -3.64% -4.59% -2.72% 10
STE Steris Corp 0.28% 226.83 -1.53% -2.64% -2.53% -10.30% 16
DGX Quest Diagnostics Inc 0.28% 239.40 -0.58% -2.13% +1.51% +39.19% 37
LH Laboratory Corp of America 0.28% 331.50 -0.05% -1.29% +5.59% +32.83% 57
PHIA.AS KONINKLIJKE PHILIPS NV 0.28% 22.35 -2.23% -3.75% -2.74% -3.83% 15
VTRS Viatris Inc 0.25% 16.94 -0.88% +0.30% -4.02% +38.23% 11
MRK Merck & Company 0.25% 152.34 +0.46% +1.87% +18.71% +45.80% 95
GMAB Genmab A/S ADR 0.23% 34.41 +0.57% +0.91% +17.60% +11.72% 94
ZBH Zimmer Biomet Holdings 0.22% 98.92 -0.58% -0.56% +0.77% +10.31% 33
MRNA Moderna Inc 0.22% 148.87 -1.29% +4.27%
INCY Incyte Corp 0.22% 128.00 -0.64% +0.20% +6.84% +29.59% 67
SOON.SW SONOVA HOLDING AG 0.17% 236.40 -0.34% -0.17% +1.55% +14.15% 39
STMN.SW STRAUMANN HOLDING AG 0.17% 95.02 -1.35% +3.08% -9.50% +2.80% 1
COO Cooper Companies 0.16% 70.64 +1.31% -0.45% -5.61% -13.81% 9
RO.SW ROCHE HOLDING AG 0.16% 366.80 +2.00% -1.82% -0.86% +12.67% 25
SOLV Solventum Corporation 0.15% 92.44 +0.59% +1.66% +5.68% +16.66% 58
PODD Insulet Corp 0.15% 150.58 +1.65% +5.00% +13.00% -47.02% 86
RVTY Revvity Inc 0.14% 130.63 -0.24% +0.71% +13.57% +35.21% 87
ALGN Align Technology 0.14% 159.85 +0.44% +0.64% -8.57% +2.37% 6
BAX Baxter International 0.13% 25.57 -0.51% -1.35% -6.44% +33.94% 8
UHS Universal Health Services 0.12% 169.21 +1.03% -1.84% -1.43% -22.31% 24
CRL Charles River Laboratories 0.10% 293.35 +0.54% -1.03% +12.52% +47.06% 85
COLO-B.CO COLOPLAST B 0.10% 463.90 -3.17% +1.07% +8.14% -14.04% 73
TECH Bio-Techne Corp 0.10% 72.45 +0.21% -0.03% +0.63% +23.59% 30
HSIC Henry Schein Inc 0.10% 90.86 +0.52% +0.64% +1.42% +20.22% 35
DVA Davita Healthcare Partners 0.09% 181.66 +1.27% +1.55% -3.73% +59.90% 13
GETI-B.ST GETINGE B 0.06% 244.20 -0.33% -0.49% +2.43% +14.35% 43

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.

FAQ · from the current data

IXJ dispersion — data Q&A

Is IXJ's move broad or carried by a few names (21 sessions)?

As of 2026-09-03: over 21 sessions the fund returned +4.92% while its median constituent returned +3.39% — a dispersion of 7.88 pp; 44% of 79 members beat the fund. Broad advance - breadth is rising with price.

How did IXJ's members trade in the last session?

As of 2026-09-03: fund +0.33%, median member +0.04%, 42 advancers vs 38 decliners.

What does the dispersion page for IXJ measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 80 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.