Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IWD: generated Aug 1, 2026, 7:40 AM (as of 2026-07-30); USMV: generated Aug 1, 2026, 11:40 AM (as of 2026-07-30).

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IWD vs USMV

Current snapshot · Current snapshot

Portfolio statistics

IWD

Largest holding: AAPL · 5.997%
Top 10 concentration: 28.37%
Gross exposure: 28.37%
Net exposure: 28.37%

USMV

Largest holding: WELL · 1.574%
Top 10 concentration: 15.07%
Gross exposure: 15.07%
Net exposure: 15.07%

Holdings overlap

Based on returned holdings.

ETF A

IWD

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 5.997%

5.796%weighted overlap

ETF B

USMV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: WELL · 1.574%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only IWD 6Shared 4Only USMV 6

Largest allocation differences

AAPLAPPLE INC5.997% gap

5.997%0.000%

AMZNAMAZON.COM INC5.684% gap

5.684%0.000%

MSFTMICROSOFT CORP2.975% gap

4.549%1.574%

JPMJPMORGAN CHASE & CO2.547% gap

2.547%0.000%

XOMEXXONMOBIL HOLDINGS CORP1.774% gap

1.774%0.000%

WELLWELLTOWER INC1.574% gap

0.000%1.574%

APHAMPHENOL CORP CLASS A1.571% gap

0.000%1.571%

CBCHUBB1.541% gap

0.000%1.541%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IWD	USMV
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	IWD weight	USMV weight	Absolute difference
MSFT	MICROSOFT CORP	4.549%	1.574%	2.975%
BRKB	BERKSHIRE HATHAWAY INC CLASS B	2.577%	1.468%	1.109%
JNJ	JOHNSON & JOHNSON	1.674%	1.536%	0.138%
CSCO	CISCO SYSTEMS INC	1.218%	1.434%	0.215%