Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IYR: generated Aug 1, 2026, 11:30 AM (as of 2026-07-30); HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31).

Signed out: the comparison includes up to 10 holdings per ETF. Sign in to compare more holdings.

IYR vs HELO

Current snapshot · Current snapshot

Portfolio statistics

IYR

Largest holding: WELL · 10.88%
Top 10 concentration: 52.43%
Gross exposure: 52.43%
Net exposure: 52.43%

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

IYR

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: WELL · 10.88%

0.000%weighted overlap

ETF B

HELO

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: NVDA · 7.890%

Holdings universe20 distinct mapped tickers in the returned rows

0 shared

Only IYR 10Shared 0Only HELO 10

Largest allocation differences

WELLWELLTOWER INC10.88% gap

10.88%0.000%

PLDPROLOGIS REIT INC9.119% gap

9.119%0.000%

NVDANVIDIA CORP COMMON STOCK7.890% gap

0.000%7.890%

AAPLAPPLE INC COMMON STOCK6.580% gap

0.000%6.580%

MSFTMICROSOFT CORP COMMON5.840% gap

0.000%5.840%

DLRDIGITAL REALTY TRUST REIT INC4.809% gap

4.809%0.000%

SPGSIMON PROPERTY GROUP REIT INC4.757% gap

4.757%0.000%

AMZNAMAZON.COM INC COMMON4.620% gap

0.000%4.620%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IYR	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 by0

No holdings in this group.