Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31); USPX: generated Aug 1, 2026, 4:42 PM (as of 2026-03-31).

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HELO vs USPX

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%

USPX

Largest holding: NVDA · 7.298%
Top 10 concentration: 36.33%
Gross exposure: 36.33%
Net exposure: 36.33%

Holdings overlap

Based on returned holdings.

ETF A

HELO

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

32.34%weighted overlap

ETF B

USPX

Snapshot: 2026-03-31
Returned holdings: 10
Largest position: NVDA · 7.298%

Holdings universe12 distinct mapped tickers in the returned rows

8 shared

Only HELO 2Shared 8Only USPX 2

Largest allocation differences

JIMXXJPMORGAN PRIME MONEY2.340% gap

2.340%0.000%

TSLATesla Inc1.871% gap

0.000%1.871%

MUMICRON TECHNOLOGY INC1.580% gap

1.580%0.000%

BRK.BBerkshire Hathaway Inc.1.568% gap

0.000%1.568%

AMZNAMAZON.COM INC COMMON0.970% gap

4.620%3.650%

MSFTMICROSOFT CORP COMMON0.941% gap

5.840%4.899%

NVDANVIDIA CORP COMMON STOCK0.592% gap

7.890%7.298%

AVGOBROADCOM INC COMMON0.449% gap

3.020%2.571%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	HELO	USPX
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 by8

Ticker	Company	HELO weight	USPX weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	7.890%	7.298%	0.592%
AAPL	APPLE INC COMMON STOCK	6.580%	6.654%	0.074%
MSFT	MICROSOFT CORP COMMON	5.840%	4.899%	0.941%
AMZN	AMAZON.COM INC COMMON	4.620%	3.650%	0.970%
GOOGL	ALPHABET INC-CL A -	3.250%	2.986%	0.264%
AVGO	BROADCOM INC COMMON	3.020%	2.571%	0.449%
GOOG	ALPHABET INC-CL C -	2.370%	2.595%	0.225%
META	META PLATFORMS INC	1.990%	2.235%	0.245%