Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

USMV: generated Aug 1, 2026, 11:40 AM (as of 2026-07-30); IWX: generated Aug 1, 2026, 7:34 AM (as of 2026-07-30).

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USMV vs IWX

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%

IWX

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

Holdings overlap

Based on returned holdings.

ETF A

USMV

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

6.011%weighted overlap

ETF B

IWX

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

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only USMV 6Shared 4Only IWX 6

Largest allocation differences

AAPLAPPLE INC8.342% gap

0.000%8.342%

AMZNAMAZON.COM INC7.906% gap

0.000%7.906%

MSFTMICROSOFT CORP4.754% gap

1.574%6.328%

JPMJPMORGAN CHASE & CO3.542% gap

0.000%3.542%

XOMEXXONMOBIL HOLDINGS CORP2.467% gap

0.000%2.467%

BRKBBERKSHIRE HATHAWAY INC CLASS B2.116% gap

1.468%3.584%

WMTWALMART INC1.683% gap

0.000%1.683%

ABBVABBVIE INC1.584% gap

0.000%1.584%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	USMV	IWX
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	USMV weight	IWX weight	Absolute difference
MSFT	MICROSOFT CORP	1.574%	6.328%	4.754%
BRKB	BERKSHIRE HATHAWAY INC CLASS B	1.468%	3.584%	2.116%
JNJ	JOHNSON & JOHNSON	1.536%	2.328%	0.792%
CSCO	CISCO SYSTEMS INC	1.434%	1.694%	0.261%