Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

VIG: generated Jul 31, 2026, 10:22 AM (as of 2026-06-30); 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.

VIG vs HELO

Current snapshot · Current snapshot

Portfolio statistics

VIG

Largest holding: AVGO · 4.519%
Top 10 concentration: 29.37%
Gross exposure: 29.37%
Net exposure: 29.37%

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

VIG

Snapshot: 2026-06-30
Returned holdings: 10
Largest position: AVGO · 4.519%

10.72%weighted overlap

ETF B

HELO

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

Holdings universe16 distinct mapped tickers in the returned rows

3 shared

Only VIG 6Shared 3Only HELO 7

Largest allocation differences

NVDANVIDIA CORP COMMON STOCK7.890% gap

0.000%7.890%

AMZNAMAZON.COM INC COMMON4.620% gap

0.000%4.620%

LLYEli Lilly & Co4.126% gap

4.126%0.000%

JPMJPMorgan Chase & Co3.549% gap

3.549%0.000%

GOOGLALPHABET INC-CL A -3.250% gap

0.000%3.250%

JNJJohnson & Johnson2.658% gap

2.658%0.000%

AAPLApple Inc2.385% gap

4.195%6.580%

GOOGALPHABET INC-CL C -2.370% gap

0.000%2.370%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	VIG	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 by3

Ticker	Company	VIG weight	HELO weight	Absolute difference
AAPL	Apple Inc	4.195%	6.580%	2.385%
MSFT	Microsoft Corp	3.503%	5.840%	2.337%
AVGO	Broadcom Inc	4.519%	3.020%	1.499%