Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

CGDV: generated Jul 31, 2026, 4:13 PM (as of 2026-07-30); IWY: generated Aug 1, 2026, 7:41 AM (as of 2026-07-30).

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CGDV vs IWY

Current snapshot · Current snapshot

Portfolio statistics

CGDV

Largest holding: MSFT · 6.680%
Top 10 concentration: 40.53%
Gross exposure: 40.53%
Net exposure: 40.53%

IWY

Largest holding: NVDA · 14.67%
Top 10 concentration: 61.55%
Gross exposure: 61.55%
Net exposure: 61.55%

Holdings overlap

Based on returned holdings.

ETF A

CGDV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MSFT · 6.680%

23.62%weighted overlap

ETF B

IWY

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: NVDA · 14.67%

Holdings universe15 distinct mapped tickers in the returned rows

5 shared

Only CGDV 5Shared 5Only IWY 5

Largest allocation differences

NVDANVIDIA CORP COMMON STOCK USD.0019.055% gap

5.610%14.67%

AAPLAPPLE INC8.735% gap

0.000%8.735%

GOOGALPHABET INC CLASS C5.158% gap

0.000%5.158%

RCLROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.014.220% gap

4.220%0.000%

MUMICRON TECHNOLOGY INC3.922% gap

0.000%3.922%

TSLATESLA INC3.578% gap

0.000%3.578%

LLYELI LILLY3.427% gap

0.000%3.427%

RTXRTX CORP COMMON STOCK USD1.03.300% gap

3.300%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	CGDV	IWY
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

View

Shared holdings

Sort by5

Ticker	Company	CGDV weight	IWY weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK USD.001	5.610%	14.67%	9.055%
MSFT	MICROSOFT CORP COMMON STOCK USD.00000625	6.680%	5.860%	0.820%
AVGO	BROADCOM INC COMMON STOCK	4.910%	6.149%	1.239%
GOOGL	ALPHABET INC CL A COMMON STOCK USD.001	3.500%	6.321%	2.821%
META	META PLATFORMS INC CLASS A COMMON STOCK USD.000006	3.790%	3.738%	0.052%