Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31); XYLD: generated Aug 1, 2026, 8:28 AM (as of 2026-07-31).

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HELO vs XYLD

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%

XYLD

Largest holding: NVDA · 7.640%
Top 10 concentration: 38.07%
Gross exposure: 38.07%
Net exposure: 38.07%

Holdings overlap

Based on returned holdings.

ETF A

HELO

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

34.26%weighted overlap

ETF B

XYLD

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: NVDA · 7.640%

Holdings universe12 distinct mapped tickers in the returned rows

8 shared

Only HELO 2Shared 8Only XYLD 2

Largest allocation differences

JIMXXJPMORGAN PRIME MONEY2.340% gap

2.340%0.000%

MUMICRON TECHNOLOGY INC1.580% gap

1.580%0.000%

JPMJPMORGAN CHASE & CO1.480% gap

0.000%1.480%

BRKBBERKSHIRE HATHAWAY INC-CL B1.470% gap

0.000%1.470%

AAPLAPPLE INC COMMON STOCK0.550% gap

6.580%7.130%

AMZNAMAZON.COM INC COMMON0.440% gap

4.620%4.180%

MSFTMICROSOFT CORP COMMON0.420% gap

5.840%5.420%

GOOGALPHABET INC-CL C -0.280% gap

2.370%2.650%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	HELO	XYLD
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	XYLD weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	7.890%	7.640%	0.250%
AAPL	APPLE INC COMMON STOCK	6.580%	7.130%	0.550%
MSFT	MICROSOFT CORP COMMON	5.840%	5.420%	0.420%
AMZN	AMAZON.COM INC COMMON	4.620%	4.180%	0.440%
GOOGL	ALPHABET INC-CL A -	3.250%	3.280%	0.030%
AVGO	BROADCOM INC COMMON	3.020%	2.900%	0.120%
GOOG	ALPHABET INC-CL C -	2.370%	2.650%	0.280%
META	META PLATFORMS INC	1.990%	1.920%	0.070%