Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IWV: generated Aug 1, 2026, 4:09 AM (as of 2026-07-30); PTLC: generated Jul 31, 2026, 8:27 PM (as of 2026-04-30).

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IWV vs PTLC

Current snapshot · Historical snapshot

Portfolio statistics

IWV

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

PTLC

Largest holding: NVDA · 7.859%
Top 10 concentration: 38.47%
Gross exposure: 38.47%
Net exposure: 38.47%

Holdings overlap

Based on returned holdings.

ETF A

IWV

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

29.73%weighted overlap

ETF B

PTLC

Snapshot: 2026-04-30
Returned holdings: 10
Largest position: NVDA · 7.859%

Holdings universe12 distinct mapped tickers in the returned rows

8 shared

Only IWV 2Shared 8Only PTLC 2

Largest allocation differences

TSLATesla Inc1.739% gap

0.000%1.739%

NVDANVIDIA CORP1.521% gap

6.338%7.859%

BRK.BBerkshire Hathaway Inc1.407% gap

0.000%1.407%

MUMICRON TECHNOLOGY INC1.373% gap

1.373%0.000%

BRKBBERKSHIRE HATHAWAY INC CLASS B1.322% gap

1.322%0.000%

AMZNAMAZON.COM INC1.014% gap

3.182%4.196%

GOOGLALPHABET INC CLASS A0.922% gap

2.708%3.631%

AVGOBROADCOM INC0.694% gap

2.513%3.208%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IWV	PTLC
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 by8

Ticker	Company	IWV weight	PTLC weight	Absolute difference
NVDA	NVIDIA CORP	6.338%	7.859%	1.521%
AAPL	APPLE INC	6.715%	6.456%	0.259%
MSFT	MICROSOFT CORP	4.669%	4.907%	0.239%
AMZN	AMAZON.COM INC	3.182%	4.196%	1.014%
GOOGL	ALPHABET INC CLASS A	2.708%	3.631%	0.922%
AVGO	BROADCOM INC	2.513%	3.208%	0.694%
GOOG	ALPHABET INC CLASS C	2.210%	2.895%	0.685%
META	META PLATFORMS INC CLASS A	1.651%	2.169%	0.518%