Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IVW: generated Aug 1, 2026, 11:50 AM (as of 2026-07-30); CGDV: generated Jul 31, 2026, 4:13 PM (as of 2026-07-30).

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IVW vs CGDV

Current snapshot · Current snapshot

Portfolio statistics

IVW

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

CGDV

Largest holding: MSFT · 6.680%
Top 10 concentration: 40.53%
Gross exposure: 40.53%
Net exposure: 40.53%

Holdings overlap

Based on returned holdings.

ETF A

IVW

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

24.14%weighted overlap

ETF B

CGDV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MSFT · 6.680%

Holdings universe15 distinct mapped tickers in the returned rows

5 shared

Only IVW 5Shared 5Only CGDV 5

Largest allocation differences

NVDANVIDIA CORP8.129% gap

13.74%5.610%

AAPLAPPLE INC7.121% gap

7.121%0.000%

GOOGALPHABET INC CLASS C4.587% gap

4.587%0.000%

RCLROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.014.220% gap

0.000%4.220%

AMZNAMAZON.COM INC3.553% gap

3.553%0.000%

RTXRTX CORP COMMON STOCK USD1.03.300% gap

0.000%3.300%

GEGENERAL ELECTRIC COMMON STOCK USD.013.280% gap

0.000%3.280%

MSFTMICROSOFT CORP3.066% gap

9.746%6.680%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IVW	CGDV
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 by5

Ticker	Company	IVW weight	CGDV weight	Absolute difference
NVDA	NVIDIA CORP	13.74%	5.610%	8.129%
MSFT	MICROSOFT CORP	9.746%	6.680%	3.066%
AVGO	BROADCOM INC	5.341%	4.910%	0.431%
GOOGL	ALPHABET INC CLASS A	5.690%	3.500%	2.190%
META	META PLATFORMS INC CLASS A	3.442%	3.790%	0.348%