Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IVW: generated Aug 1, 2026, 11:50 AM (as of 2026-07-30); APUE: generated Aug 1, 2026, 12:05 AM (as of 2026-05-31).

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IVW vs APUE

Current snapshot · Historical snapshot

Portfolio statistics

IVW

Largest holding: NVDA · 13.74%
Top 10 concentration: 58.80%
Gross exposure: 58.80%
Net exposure: 58.80%

APUE

Largest holding: NVDA · 6.853%
Top 10 concentration: 36.71%
Gross exposure: 36.71%
Net exposure: 36.71%

Holdings overlap

Based on returned holdings.

ETF A

IVW

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: NVDA · 13.74%

32.11%weighted overlap

ETF B

APUE

Snapshot: 2026-05-31
Returned holdings: 10
Largest position: NVDA · 6.853%

Holdings universe11 distinct mapped tickers in the returned rows

8 shared

Only IVW 2Shared 8Only APUE 1

Largest allocation differences

NVDANVIDIA CORP6.886% gap

13.74%6.853%

MSFTMICROSOFT CORP5.049% gap

9.746%4.697%

DFASDimensional US Small Cap ETF4.490% gap

0.000%4.490%

MUMICRON TECHNOLOGY INC2.869% gap

2.869%0.000%

BRKBBERKSHIRE HATHAWAY INC CLASS B2.718% gap

2.718%0.000%

GOOGLALPHABET INC CLASS A2.520% gap

5.690%3.170%

AVGOBROADCOM INC2.365% gap

5.341%2.976%

GOOGALPHABET INC CLASS C2.083% gap

4.587%2.504%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IVW	APUE
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	IVW weight	APUE weight	Absolute difference
NVDA	NVIDIA CORP	13.74%	6.853%	6.886%
MSFT	MICROSOFT CORP	9.746%	4.697%	5.049%
AAPL	APPLE INC	7.121%	6.424%	0.697%
GOOGL	ALPHABET INC CLASS A	5.690%	3.170%	2.520%
AVGO	BROADCOM INC	5.341%	2.976%	2.365%
AMZN	AMAZON.COM INC	3.553%	3.664%	0.111%
GOOG	ALPHABET INC CLASS C	4.587%	2.504%	2.083%
META	META PLATFORMS INC CLASS A	3.442%	1.934%	1.508%