Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IWR: generated Jul 31, 2026, 11:15 AM (as of 2026-07-30); CGDV: generated Jul 31, 2026, 4:13 PM (as of 2026-07-30).

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IWR vs CGDV

Current snapshot · Current snapshot

Portfolio statistics

IWR

Largest holding: SNOW · 0.724%
Top 10 concentration: 5.902%
Gross exposure: 5.902%
Net exposure: 5.902%

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

IWR

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: SNOW · 0.724%

0.587%weighted overlap

ETF B

CGDV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MSFT · 6.680%

Holdings universe19 distinct mapped tickers in the returned rows

1 shared

Only IWR 9Shared 1Only CGDV 9

Largest allocation differences

MSFTMICROSOFT CORP COMMON STOCK USD.000006256.680% gap

0.000%6.680%

NVDANVIDIA CORP COMMON STOCK USD.0015.610% gap

0.000%5.610%

AVGOBROADCOM INC COMMON STOCK4.910% gap

0.000%4.910%

METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.0000063.790% gap

0.000%3.790%

RCLROYAL CARIBBEAN GROUP LTD3.633% gap

0.587%4.220%

GOOGLALPHABET INC CL A COMMON STOCK USD.0013.500% gap

0.000%3.500%

RTXRTX CORP COMMON STOCK USD1.03.300% gap

0.000%3.300%

GEGENERAL ELECTRIC COMMON STOCK USD.013.280% gap

0.000%3.280%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IWR	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 by1

Ticker	Company	IWR weight	CGDV weight	Absolute difference
RCL	ROYAL CARIBBEAN GROUP LTD	0.587%	4.220%	3.633%