Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31); FWD: generated Jul 31, 2026, 9:24 PM (as of 2026-05-31).

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HELO vs FWD

Current snapshot · Historical snapshot

Portfolio statistics

HELO

Largest holding: NVDA · 7.890%
Top 10 concentration: 39.48%
Gross exposure: 39.48%
Net exposure: 39.48%

FWD

Largest holding: AVGO · 3.025%
Top 10 concentration: 15.92%
Gross exposure: 15.92%
Net exposure: 15.92%

Holdings overlap

Based on returned holdings.

ETF A

HELO

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: NVDA · 7.890%

6.459%weighted overlap

ETF B

FWD

Snapshot: 2026-05-31
Returned holdings: 10
Largest position: AVGO · 3.025%

Holdings universe15 distinct mapped tickers in the returned rows

3 shared

Only HELO 7Shared 3Only FWD 5

Largest allocation differences

AAPLAPPLE INC COMMON STOCK6.580% gap

6.580%0.000%

NVDANVIDIA CORP COMMON STOCK5.915% gap

7.890%1.975%

MSFTMICROSOFT CORP COMMON5.840% gap

5.840%0.000%

GOOGLALPHABET INC-CL A -3.250% gap

3.250%0.000%

AMZNAMAZON.COM INC COMMON3.157% gap

4.620%1.463%

AMDAdvanced Micro Devices Inc2.685% gap

0.000%2.685%

GOOGALPHABET INC-CL C -2.370% gap

2.370%0.000%

JIMXXJPMORGAN PRIME MONEY2.340% gap

2.340%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	HELO	FWD
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 by3

Ticker	Company	HELO weight	FWD weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	7.890%	1.975%	5.915%
AMZN	AMAZON.COM INC COMMON	4.620%	1.463%	3.157%
AVGO	BROADCOM INC COMMON	3.020%	3.025%	0.005%