Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

APUE: generated Aug 1, 2026, 12:05 AM (as of 2026-05-31); IYG: generated Jul 31, 2026, 9:14 PM (as of 2026-07-30).

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APUE vs IYG

Historical snapshot · Current snapshot

Portfolio statistics

APUE

Largest holding: NVDA · 6.853%
Top 10 concentration: 36.71%
Gross exposure: 36.71%
Net exposure: 36.71%

IYG

Largest holding: JPM · 13.00%
Top 10 concentration: 63.22%
Gross exposure: 63.22%
Net exposure: 63.22%

Holdings overlap

Based on returned holdings.

ETF A

APUE

Snapshot: 2026-05-31
Returned holdings: 10
Largest position: NVDA · 6.853%

0.000%weighted overlap

ETF B

IYG

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: JPM · 13.00%

Holdings universe19 distinct mapped tickers in the returned rows

0 shared

Only APUE 9Shared 0Only IYG 10

Largest allocation differences

JPMJPMORGAN CHASE & CO13.00% gap

0.000%13.00%

BRKBBERKSHIRE HATHAWAY INC CLASS B12.92% gap

0.000%12.92%

VVISA INC CLASS A8.405% gap

0.000%8.405%

NVDANVIDIA Corp6.853% gap

6.853%0.000%

MAMASTERCARD INC CLASS A6.441% gap

0.000%6.441%

AAPLApple Inc6.424% gap

6.424%0.000%

BACBANK OF AMERICA CORP5.572% gap

0.000%5.572%

MSFTMicrosoft Corp4.697% gap

4.697%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	APUE	IYG
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

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Shared holdings

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No holdings in this group.