Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

OEF: generated Aug 1, 2026, 2:51 AM (as of 2026-07-30); IWV: generated Aug 1, 2026, 4:09 AM (as of 2026-07-30).

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OEF vs IWV

Current snapshot · Current snapshot

Portfolio statistics

OEF

Largest holding: AAPL · 10.61%
Top 10 concentration: 51.45%
Gross exposure: 51.45%
Net exposure: 51.45%

IWV

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

Holdings overlap

Based on returned holdings.

ETF A

OEF

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 10.61%

31.36%weighted overlap

ETF B

IWV

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

Holdings universe11 distinct mapped tickers in the returned rows

9 shared

Only OEF 1Shared 9Only IWV 1

Largest allocation differences

NVDANVIDIA CORP3.892% gap

10.23%6.338%

AAPLAPPLE INC3.890% gap

10.61%6.715%

MSFTMICROSOFT CORP2.588% gap

7.257%4.669%

JPMJPMORGAN CHASE & CO2.036% gap

2.036%0.000%

AMZNAMAZON.COM INC1.810% gap

4.992%3.182%

GOOGLALPHABET INC CLASS A1.529% gap

4.237%2.708%

AVGOBROADCOM INC1.463% gap

3.977%2.513%

BRKBBERKSHIRE HATHAWAY INC CLASS B1.322% gap

0.000%1.322%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	OEF	IWV
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	OEF weight	IWV weight	Absolute difference
AAPL	APPLE INC	10.61%	6.715%	3.890%
NVDA	NVIDIA CORP	10.23%	6.338%	3.892%
MSFT	MICROSOFT CORP	7.257%	4.669%	2.588%
AMZN	AMAZON.COM INC	4.992%	3.182%	1.810%
GOOGL	ALPHABET INC CLASS A	4.237%	2.708%	1.529%
AVGO	BROADCOM INC	3.977%	2.513%	1.463%
GOOG	ALPHABET INC CLASS C	3.415%	2.210%	1.205%
META	META PLATFORMS INC CLASS A	2.564%	1.651%	0.913%
MU	MICRON TECHNOLOGY INC	2.136%	1.373%	0.763%