Compare ETFs

Compare holdings, allocations, classifications, and performance.

ETF pair

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Performance reportCompare price performance from a chosen date
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Signed out: the comparison includes up to 10 holdings per ETF. Sign in to compare more holdings.

CGCV vs PWV

Current snapshot · Current snapshot

Portfolio statistics

CGCV

Largest holding
MSFT · 5.550%
Top 10 concentration
32.20%
Gross exposure
32.20%
Net exposure
32.20%

PWV

Largest holding
ABBV · 3.757%
Top 10 concentration
34.47%
Gross exposure
34.47%
Net exposure
34.47%

Holdings overlap

Based on returned holdings.

ETF A
CGCV
Snapshot
2026-07-30
Returned holdings
10
Largest position
MSFT · 5.550%
4.950%weighted overlap
ETF B
PWV
Snapshot
2026-07-30
Returned holdings
10
Largest position
ABBV · 3.757%
Holdings universe18 distinct mapped tickers in the returned rows
2 shared
Only CGCV 8Shared 2Only PWV 8

Largest allocation differences

MSFTMICROSOFT CORP COMMON STOCK USD.000006255.550% gap
5.550%0.000%
AVGOBROADCOM INC COMMON STOCK4.240% gap
4.240%0.000%
BACBank of America Corp3.654% gap
0.000%3.654%
UNHUnitedHealth Group Inc3.457% gap
0.000%3.457%
JNJJohnson & Johnson3.434% gap
0.000%3.434%
WFCWells Fargo & Co3.406% gap
0.000%3.406%
PMPHILIP MORRIS INTERNATIONAL COMMON STOCK3.400% gap
3.400%0.000%
KOCoca-Cola Co/The3.398% gap
0.000%3.398%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multipleCGCVPWV
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

Shared holdings

2
TickerCompanyCGCV weightPWV weightAbsolute difference
ABBVABBVIE INC COMMON STOCK USD.012.450%3.757%1.307%
JPMJPMORGAN CHASE + CO COMMON STOCK USD1.02.500%3.550%1.050%