Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SCHG: generated Aug 1, 2026, 7:10 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.

SCHG vs HELO

Current snapshot · Current snapshot

Portfolio statistics

SCHG

Largest holding: AAPL · 10.31%
Top 10 concentration: 51.63%
Gross exposure: 51.63%
Net exposure: 51.63%

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

SCHG

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 10.31%

35.56%weighted overlap

ETF B

HELO

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

Holdings universe12 distinct mapped tickers in the returned rows

8 shared

Only SCHG 2Shared 8Only HELO 2

Largest allocation differences

AAPLAPPLE INC3.730% gap

10.31%6.580%

LLYELI LILLY3.090% gap

3.090%0.000%

AMDADVANCED MICRO DEVICES INC2.580% gap

2.580%0.000%

JIMXXJPMORGAN PRIME MONEY2.340% gap

0.000%2.340%

NVDANVIDIA CORP2.060% gap

9.950%7.890%

MUMICRON TECHNOLOGY INC1.580% gap

0.000%1.580%

MSFTMICROSOFT CORP1.210% gap

7.050%5.840%

GOOGALPHABET INC CLASS C0.950% gap

3.320%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	SCHG	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 by8

Ticker	Company	SCHG weight	HELO weight	Absolute difference
NVDA	NVIDIA CORP	9.950%	7.890%	2.060%
AAPL	APPLE INC	10.31%	6.580%	3.730%
MSFT	MICROSOFT CORP	7.050%	5.840%	1.210%
AMZN	AMAZON COM INC	4.850%	4.620%	0.230%
GOOGL	ALPHABET INC CLASS A	4.120%	3.250%	0.870%
AVGO	BROADCOM INC	3.870%	3.020%	0.850%
GOOG	ALPHABET INC CLASS C	3.320%	2.370%	0.950%
META	META PLATFORMS INC CLASS A	2.490%	1.990%	0.500%