Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IVE: generated Jul 31, 2026, 6:19 PM (as of 2026-07-30); PREF: generated Jul 31, 2026, 7:04 AM (as of 2026-03-31).

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

IVE vs PREF

Current snapshot · Historical snapshot

Portfolio statistics

IVE

Largest holding: AAPL · 8.263%
Top 10 concentration: 23.64%
Gross exposure: 23.64%
Net exposure: 23.64%

PREF

Largest holding: BAC · 4.462%
Top 10 concentration: 20.46%
Gross exposure: 20.46%
Net exposure: 20.46%

Holdings overlap

Based on returned holdings.

ETF A

IVE

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 8.263%

1.360%weighted overlap

ETF B

PREF

Snapshot: 2026-03-31
Returned holdings: 10
Largest position: BAC · 4.462%

Holdings universe17 distinct mapped tickers in the returned rows

1 shared

Only IVE 9Shared 1Only PREF 7

Largest allocation differences

AAPLAPPLE INC8.263% gap

8.263%0.000%

AMZNAMAZON.COM INC3.656% gap

3.656%0.000%

BACBANK OF AMERICA CORP3.102% gap

1.360%4.462%

METMETLIFE INC2.910% gap

0.000%2.910%

BNSBANK OF NOVA SCOTIA2.572% gap

0.000%2.572%

TDTORONTO-DOMINION BANK2.538% gap

0.000%2.538%

JPMJPMORGAN CHASE & CO2.417% gap

0.000%2.417%

XOMEXXONMOBIL HOLDINGS CORP2.196% gap

2.196%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	IVE	PREF
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 by1

Ticker	Company	IVE weight	PREF weight	Absolute difference
BAC	BANK OF AMERICA CORP	1.360%	4.462%	3.102%