Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IYG: generated Jul 31, 2026, 9:14 PM (as of 2026-07-30); PWV: generated Aug 1, 2026, 11:44 AM (as of 2026-07-30).

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IYG vs PWV

Current snapshot · Current snapshot

Portfolio statistics

IYG

Largest holding: JPM · 13.00%
Top 10 concentration: 63.22%
Gross exposure: 63.22%
Net exposure: 63.22%

PWV

Largest holding: ABBV · 3.757%
Top 10 concentration: 34.47%
Gross exposure: 34.47%
Net exposure: 34.47%

Holdings overlap

Based on returned holdings.

ETF A

IYG

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: JPM · 13.00%

13.73%weighted overlap

ETF B

PWV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: ABBV · 3.757%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only IYG 6Shared 4Only PWV 6

Largest allocation differences

BRKBBERKSHIRE HATHAWAY INC CLASS B12.92% gap

12.92%0.000%

JPMJPMORGAN CHASE & CO9.448% gap

13.00%3.550%

VVISA INC CLASS A8.405% gap

8.405%0.000%

MAMASTERCARD INC CLASS A6.441% gap

6.441%0.000%

GSGOLDMAN SACHS GROUP INC4.180% gap

4.180%0.000%

ABBVAbbVie Inc3.757% gap

0.000%3.757%

MSMORGAN STANLEY3.482% gap

3.482%0.000%

UNHUnitedHealth Group Inc3.457% gap

0.000%3.457%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IYG	PWV
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	IYG weight	PWV weight	Absolute difference
JPM	JPMORGAN CHASE & CO	13.00%	3.550%	9.448%
BAC	BANK OF AMERICA CORP	5.572%	3.654%	1.918%
WFC	WELLS FARGO	3.615%	3.406%	0.209%
C	CITIGROUP INC	3.120%	3.223%	0.103%