Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IVW: generated Aug 1, 2026, 11:50 AM (as of 2026-07-30); HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31).

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IVW vs HELO

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%

HELO

Largest holding: NVDA · 7.890%
Top 10 concentration: 39.48%
Gross exposure: 39.48%
Net exposure: 39.48%

Holdings overlap

Based on returned holdings.

ETF A

IVW

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

36.07%weighted overlap

ETF B

HELO

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

Holdings universe11 distinct mapped tickers in the returned rows

9 shared

Only IVW 1Shared 9Only HELO 1

Largest allocation differences

NVDANVIDIA CORP5.849% gap

13.74%7.890%

MSFTMICROSOFT CORP3.906% gap

9.746%5.840%

BRKBBERKSHIRE HATHAWAY INC CLASS B2.718% gap

2.718%0.000%

GOOGLALPHABET INC CLASS A2.440% gap

5.690%3.250%

JIMXXJPMORGAN PRIME MONEY2.340% gap

0.000%2.340%

AVGOBROADCOM INC2.321% gap

5.341%3.020%

GOOGALPHABET INC CLASS C2.217% gap

4.587%2.370%

METAMETA PLATFORMS INC CLASS A1.452% gap

3.442%1.990%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IVW	HELO
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 by9

Ticker	Company	IVW weight	HELO weight	Absolute difference
NVDA	NVIDIA CORP	13.74%	7.890%	5.849%
MSFT	MICROSOFT CORP	9.746%	5.840%	3.906%
AAPL	APPLE INC	7.121%	6.580%	0.541%
GOOGL	ALPHABET INC CLASS A	5.690%	3.250%	2.440%
AVGO	BROADCOM INC	5.341%	3.020%	2.321%
AMZN	AMAZON.COM INC	3.553%	4.620%	1.067%
GOOG	ALPHABET INC CLASS C	4.587%	2.370%	2.217%
META	META PLATFORMS INC CLASS A	3.442%	1.990%	1.452%
MU	MICRON TECHNOLOGY INC	2.869%	1.580%	1.289%