Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SCHB: generated Aug 1, 2026, 3:16 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.

SCHB vs HELO

Current snapshot · Current snapshot

Portfolio statistics

SCHB

Largest holding: AAPL · 6.810%
Top 10 concentration: 33.03%
Gross exposure: 33.03%
Net exposure: 33.03%

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

SCHB

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 6.810%

31.49%weighted overlap

ETF B

HELO

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

Holdings universe11 distinct mapped tickers in the returned rows

9 shared

Only SCHB 1Shared 9Only HELO 1

Largest allocation differences

JIMXXJPMORGAN PRIME MONEY2.340% gap

0.000%2.340%

AMZNAMAZON COM INC1.420% gap

3.200%4.620%

NVDANVIDIA CORP1.320% gap

6.570%7.890%

JPMJPMORGAN CHASE1.310% gap

1.310%0.000%

MSFTMICROSOFT CORP1.180% gap

4.660%5.840%

GOOGLALPHABET INC CLASS A0.530% gap

2.720%3.250%

AVGOBROADCOM INC0.470% gap

2.550%3.020%

METAMETA PLATFORMS INC CLASS A0.340% gap

1.650%1.990%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	SCHB	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 by9

Ticker	Company	SCHB weight	HELO weight	Absolute difference
NVDA	NVIDIA CORP	6.570%	7.890%	1.320%
AAPL	APPLE INC	6.810%	6.580%	0.230%
MSFT	MICROSOFT CORP	4.660%	5.840%	1.180%
AMZN	AMAZON COM INC	3.200%	4.620%	1.420%
GOOGL	ALPHABET INC CLASS A	2.720%	3.250%	0.530%
AVGO	BROADCOM INC	2.550%	3.020%	0.470%
GOOG	ALPHABET INC CLASS C	2.190%	2.370%	0.180%
META	META PLATFORMS INC CLASS A	1.650%	1.990%	0.340%
MU	MICRON TECHNOLOGY INC	1.370%	1.580%	0.210%