Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

USMV: generated Aug 1, 2026, 11:40 AM (as of 2026-07-30); IOO: generated Aug 1, 2026, 8:18 AM (as of 2026-07-30).

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USMV vs IOO

Current snapshot · Current snapshot

Portfolio statistics

USMV

Largest holding: WELL · 1.574%
Top 10 concentration: 15.07%
Gross exposure: 15.07%
Net exposure: 15.07%

IOO

Largest holding: AAPL · 12.21%
Top 10 concentration: 57.84%
Gross exposure: 57.84%
Net exposure: 57.84%

Holdings overlap

Based on returned holdings.

ETF A

USMV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: WELL · 1.574%

1.574%weighted overlap

ETF B

IOO

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 12.21%

Holdings universe19 distinct mapped tickers in the returned rows

1 shared

Only USMV 9Shared 1Only IOO 9

Largest allocation differences

AAPLAPPLE INC12.21% gap

0.000%12.21%

NVDANVIDIA CORP11.77% gap

0.000%11.77%

MSFTMICROSOFT CORP6.778% gap

1.574%8.352%

AMZNAMAZON.COM INC5.746% gap

0.000%5.746%

GOOGLALPHABET INC CLASS A4.876% gap

0.000%4.876%

AVGOBROADCOM INC4.577% gap

0.000%4.577%

GOOGALPHABET INC CLASS C3.931% gap

0.000%3.931%

JPMJPMORGAN CHASE & CO2.339% gap

0.000%2.339%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	USMV	IOO
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 by1

Ticker	Company	USMV weight	IOO weight	Absolute difference
MSFT	MICROSOFT CORP	1.574%	8.352%	6.778%