Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IVW: generated Aug 1, 2026, 11:50 AM (as of 2026-07-30); JEPI: generated Aug 1, 2026, 6:15 AM (as of 2026-07-31).

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

IVW vs JEPI

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%

JEPI

Largest holding: AMZN · 2.000%
Top 10 concentration: 17.25%
Gross exposure: 17.25%
Net exposure: 17.25%

Holdings overlap

Based on returned holdings.

ETF A

IVW

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

7.270%weighted overlap

ETF B

JEPI

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: AMZN · 2.000%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only IVW 6Shared 4Only JEPI 6

Largest allocation differences

NVDANVIDIA CORP12.09% gap

13.74%1.650%

MSFTMICROSOFT CORP7.926% gap

9.746%1.820%

AAPLAPPLE INC7.121% gap

7.121%0.000%

AVGOBROADCOM INC5.341% gap

5.341%0.000%

GOOGALPHABET INC CLASS C4.587% gap

4.587%0.000%

GOOGLALPHABET INC CLASS A3.890% gap

5.690%1.800%

METAMETA PLATFORMS INC CLASS A3.442% gap

3.442%0.000%

MUMICRON TECHNOLOGY INC2.869% gap

2.869%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	IVW	JEPI
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 by4

Ticker	Company	IVW weight	JEPI weight	Absolute difference
NVDA	NVIDIA CORP	13.74%	1.650%	12.09%
MSFT	MICROSOFT CORP	9.746%	1.820%	7.926%
GOOGL	ALPHABET INC CLASS A	5.690%	1.800%	3.890%
AMZN	AMAZON.COM INC	3.553%	2.000%	1.553%