Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IWV: generated Aug 1, 2026, 4:09 AM (as of 2026-07-30); HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31).

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IWV vs HELO

Current snapshot · Current snapshot

Portfolio statistics

IWV

Largest holding: AAPL · 6.715%
Top 10 concentration: 32.68%
Gross exposure: 32.68%
Net exposure: 32.68%

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

IWV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 6.715%

31.22%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 IWV 1Shared 9Only HELO 1

Largest allocation differences

JIMXXJPMORGAN PRIME MONEY2.340% gap

0.000%2.340%

NVDANVIDIA CORP1.552% gap

6.338%7.890%

AMZNAMAZON.COM INC1.438% gap

3.182%4.620%

BRKBBERKSHIRE HATHAWAY INC CLASS B1.322% gap

1.322%0.000%

MSFTMICROSOFT CORP1.171% gap

4.669%5.840%

GOOGLALPHABET INC CLASS A0.542% gap

2.708%3.250%

AVGOBROADCOM INC0.507% gap

2.513%3.020%

METAMETA PLATFORMS INC CLASS A0.339% gap

1.651%1.990%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IWV	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	IWV weight	HELO weight	Absolute difference
NVDA	NVIDIA CORP	6.338%	7.890%	1.552%
AAPL	APPLE INC	6.715%	6.580%	0.135%
MSFT	MICROSOFT CORP	4.669%	5.840%	1.171%
AMZN	AMAZON.COM INC	3.182%	4.620%	1.438%
GOOGL	ALPHABET INC CLASS A	2.708%	3.250%	0.542%
AVGO	BROADCOM INC	2.513%	3.020%	0.507%
GOOG	ALPHABET INC CLASS C	2.210%	2.370%	0.160%
META	META PLATFORMS INC CLASS A	1.651%	1.990%	0.339%
MU	MICRON TECHNOLOGY INC	1.373%	1.580%	0.207%