Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IWX: generated Aug 1, 2026, 7:34 AM (as of 2026-07-30); CGCV: generated Aug 1, 2026, 1:55 AM (as of 2026-07-30).

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IWX vs CGCV

Current snapshot · Current snapshot

Portfolio statistics

IWX

Largest holding: AAPL · 8.342%
Top 10 concentration: 39.46%
Gross exposure: 39.46%
Net exposure: 39.46%

CGCV

Largest holding: MSFT · 5.550%
Top 10 concentration: 32.20%
Gross exposure: 32.20%
Net exposure: 32.20%

Holdings overlap

Based on returned holdings.

ETF A

IWX

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 8.342%

14.32%weighted overlap

ETF B

CGCV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MSFT · 5.550%

Holdings universe15 distinct mapped tickers in the returned rows

5 shared

Only IWX 5Shared 5Only CGCV 5

Largest allocation differences

AMZNAMAZON.COM INC7.906% gap

7.906%0.000%

AAPLAPPLE INC5.352% gap

8.342%2.990%

AVGOBROADCOM INC COMMON STOCK4.240% gap

0.000%4.240%

BRKBBERKSHIRE HATHAWAY INC CLASS B3.584% gap

3.584%0.000%

PMPHILIP MORRIS INTERNATIONAL COMMON STOCK3.400% gap

0.000%3.400%

LLYELI LILLY + CO COMMON STOCK3.340% gap

0.000%3.340%

SBUXSTARBUCKS CORP COMMON STOCK USD.0012.680% gap

0.000%2.680%

XOMEXXONMOBIL HOLDINGS CORP2.467% gap

2.467%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IWX	CGCV
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 by5

Ticker	Company	IWX weight	CGCV weight	Absolute difference
MSFT	MICROSOFT CORP	6.328%	5.550%	0.778%
AAPL	APPLE INC	8.342%	2.990%	5.352%
JPM	JPMORGAN CHASE & CO	3.542%	2.500%	1.042%
CSCO	CISCO SYSTEMS INC	1.694%	2.830%	1.136%
ABBV	ABBVIE INC	1.584%	2.450%	0.866%