Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IWB: generated Aug 1, 2026, 6:32 AM (as of 2026-07-30); CGDV: generated Jul 31, 2026, 4:13 PM (as of 2026-07-30).

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

IWB vs CGDV

Current snapshot · Current snapshot

Portfolio statistics

IWB

Largest holding: AAPL · 7.012%
Top 10 concentration: 34.13%
Gross exposure: 34.13%
Net exposure: 34.13%

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

IWB

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 7.012%

17.66%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 IWB 5Shared 5Only CGDV 5

Largest allocation differences

AAPLAPPLE INC7.012% gap

7.012%0.000%

RCLROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.014.220% gap

0.000%4.220%

AMZNAMAZON.COM INC3.323% gap

3.323%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%

CSCOCISCO SYSTEMS INC COMMON STOCK USD.0012.710% gap

0.000%2.710%

ORCLORACLE CORP COMMON STOCK USD.012.530% gap

0.000%2.530%

GOOGALPHABET INC CLASS C2.308% gap

2.308%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	IWB	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	IWB weight	CGDV weight	Absolute difference
NVDA	NVIDIA CORP	6.618%	5.610%	1.008%
MSFT	MICROSOFT CORP	4.875%	6.680%	1.805%
AVGO	BROADCOM INC	2.625%	4.910%	2.285%
GOOGL	ALPHABET INC CLASS A	2.828%	3.500%	0.672%
META	META PLATFORMS INC CLASS A	1.724%	3.790%	2.066%