Compare ETFs

Compare holdings, allocations, classifications, and performance.

ETF pair

Comparison options
Performance reportCompare price performance from a chosen date
Use as benchmark
Showing cached reports.

IVLU: generated Aug 1, 2026, 2:08 PM (as of 2026-07-30); PREF: generated Jul 31, 2026, 7:04 AM (as of 2026-03-31).

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IVLU vs PREF

Current snapshot · Historical snapshot

Portfolio statistics

IVLU

Largest holding
HSBA · 2.297%
Top 10 concentration
16.70%
Gross exposure
16.70%
Net exposure
16.70%

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
IVLU
Snapshot
2026-07-30
Returned holdings
10
Largest position
HSBA · 2.297%
0.000%weighted overlap
ETF B
PREF
Snapshot
2026-03-31
Returned holdings
10
Largest position
BAC · 4.462%
Holdings universe18 distinct mapped tickers in the returned rows
0 shared
Only IVLU 10Shared 0Only PREF 8

Largest allocation differences

BACBANK OF AMERICA CORP4.462% gap
0.000%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%
HSBAHSBC HOLDINGS PLC2.297% gap
2.297%0.000%
PNCPNC FINANCIAL SERVICES2.037% gap
0.000%2.037%
7203TOYOTA MOTOR CORP1.945% gap
1.945%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multipleIVLUPREF
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

Shared holdings

0

No holdings in this group.