Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IWB: generated Aug 1, 2026, 6:32 AM (as of 2026-07-30); HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31).

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IWB vs HELO

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%

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

IWB

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

32.31%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 IWB 1Shared 9Only HELO 1

Largest allocation differences

JIMXXJPMORGAN PRIME MONEY2.340% gap

0.000%2.340%

BRKBBERKSHIRE HATHAWAY INC CLASS B1.381% gap

1.381%0.000%

AMZNAMAZON.COM INC1.297% gap

3.323%4.620%

NVDANVIDIA CORP1.272% gap

6.618%7.890%

MSFTMICROSOFT CORP0.965% gap

4.875%5.840%

AAPLAPPLE INC0.432% gap

7.012%6.580%

GOOGLALPHABET INC CLASS A0.422% gap

2.828%3.250%

AVGOBROADCOM INC0.395% gap

2.625%3.020%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IWB	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	IWB weight	HELO weight	Absolute difference
NVDA	NVIDIA CORP	6.618%	7.890%	1.272%
AAPL	APPLE INC	7.012%	6.580%	0.432%
MSFT	MICROSOFT CORP	4.875%	5.840%	0.965%
AMZN	AMAZON.COM INC	3.323%	4.620%	1.297%
GOOGL	ALPHABET INC CLASS A	2.828%	3.250%	0.422%
AVGO	BROADCOM INC	2.625%	3.020%	0.395%
GOOG	ALPHABET INC CLASS C	2.308%	2.370%	0.062%
META	META PLATFORMS INC CLASS A	1.724%	1.990%	0.266%
MU	MICRON TECHNOLOGY INC	1.434%	1.580%	0.146%