Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31); IYY: generated Jul 31, 2026, 5:15 PM (as of 2026-07-30).

Signed out: the comparison includes up to 10 holdings per ETF. Sign in to compare more holdings.

HELO vs IYY

Current snapshot · Current snapshot

Portfolio statistics

HELO

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

IYY

Largest holding: AAPL · 7.124%
Top 10 concentration: 34.56%
Gross exposure: 34.56%
Net exposure: 34.56%

Holdings overlap

Based on returned holdings.

ETF A

HELO

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

32.65%weighted overlap

ETF B

IYY

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 7.124%

Holdings universe11 distinct mapped tickers in the returned rows

9 shared

Only HELO 1Shared 9Only IYY 1

Largest allocation differences

JIMXXJPMORGAN PRIME MONEY2.340% gap

2.340%0.000%

JPMJPMORGAN CHASE & CO1.368% gap

0.000%1.368%

AMZNAMAZON.COM INC COMMON1.267% gap

4.620%3.353%

NVDANVIDIA CORP COMMON STOCK1.018% gap

7.890%6.872%

MSFTMICROSOFT CORP COMMON0.966% gap

5.840%4.874%

AAPLAPPLE INC COMMON STOCK0.544% gap

6.580%7.124%

GOOGLALPHABET INC-CL A -0.404% gap

3.250%2.846%

AVGOBROADCOM INC COMMON0.349% gap

3.020%2.671%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	HELO	IYY
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 by9

Ticker	Company	HELO weight	IYY weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	7.890%	6.872%	1.018%
AAPL	APPLE INC COMMON STOCK	6.580%	7.124%	0.544%
MSFT	MICROSOFT CORP COMMON	5.840%	4.874%	0.966%
AMZN	AMAZON.COM INC COMMON	4.620%	3.353%	1.267%
GOOGL	ALPHABET INC-CL A -	3.250%	2.846%	0.404%
AVGO	BROADCOM INC COMMON	3.020%	2.671%	0.349%
GOOG	ALPHABET INC-CL C -	2.370%	2.294%	0.076%
META	META PLATFORMS INC	1.990%	1.722%	0.268%
MU	MICRON TECHNOLOGY INC	1.580%	1.435%	0.145%