ROUS vs SCHB: holdings overlap, shared companies and scores
As of October 9, 2026, ROUS and SCHB overlap 42.2% by weight. Hartford Multifactor US Equity ETF (ROUS): U.S. large-cap multifactor stocks. Schwab U.S. Broad Market ETF (SCHB): U.S. broad market stocks.
Updated October 9, 2026
Where ROUS and SCHB trade against their own history
ROUS trades at 19.2 times earnings, against its own median of 17.9, and is more expensive than 65% of its own last 9 years.
SCHB trades at 24.2 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
What moved ROUS and SCHB this week
ROUS rose 1.2% in the week to October 9, 2026. The holdings that moved it most were Fortinet (+7.6%), Cisco Systems (+5.5%) and Humana (+11.2%); Verizon Communications (−9.3%) pushed the other way.
SCHB rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Palantir Technologies (+10.8%); Nvidia (−2.0%) pushed the other way.
What do ROUS and SCHB each hold?
What's inside ROUS: Tech 36%, AI 9%.
11% of ROUS is its ten largest holdings.
What's inside SCHB: Tech 43%, Magnificent 7 31%.
35% of SCHB is its ten largest holdings.
How much do ROUS and SCHB overlap? 42.2% by weight
As of October 9, 2026, ROUS and SCHB overlap 42.2% by weight.
100% of ROUS is already inside SCHB.
74% of SCHB is already inside ROUS.
ROUS holds 329 companies and SCHB holds 2,387; 329 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score ROUS and SCHB? 5.8 and 6.5 out of 10
As of October 9, 2026, ETF Copilot scores ROUS 5.8 out of 10 and SCHB 6.5 out of 10.
They differ most on Growth: ROUS 3.1 and SCHB 7.1.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | ROUS | SCHB |
|---|---|---|
| Growth | 3.1 | 7.1 |
| Value | 3.2 | 3.1 |
| Risk | 8.9 | 6.2 |
| Quality | 7.0 | 7.7 |
| Return | 7.2 | 7.6 |
SCHB is the cheaper of the two at 0.03% a year
As of October 9, 2026, ROUS charges 0.19% a year, yields 1.28% and holds $776M in assets across 329 positions.
As of October 9, 2026, SCHB charges 0.03% a year, yields 1.01% and holds $45.1B in assets across 2387 positions.
| Measure | ROUS | SCHB |
|---|---|---|
| Expense ratio | 0.19% | 0.03% |
| Dividend yield | 1.28% | 1.01% |
| Assets under management | $776M | $45.1B |
| Holdings | 329 | 2387 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “ROUS vs SCHB holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/rous-vs-schb
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