HIMU was created on 2025-02-07 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1791.93m in AUM and 779 holdings. HIMU is actively managed", seeking to provide a high level of income exempt from federal income tax through high-yield US municipal bonds.
SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 34945.72m in AUM and 2366 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
Key Details
Feb 07, 2025
Nov 03, 2009
Fixed Income
Equity
High Yield
Total Market
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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
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Name | Correlation | AUM | Expense Ratio |
---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|
Name | Correlation | AUM | Expense Ratio |
---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|
Name | Correlation | AUM | Expense Ratio |
---|
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CGCB | -0.01% | $2.80B | 0.27% | |
NUBD | 0.23% | $401.10M | 0.16% | |
LMBS | 0.27% | $5.17B | 0.64% | |
BSSX | 0.29% | $83.94M | 0.18% | |
FIXD | 0.35% | $3.33B | 0.65% | |
BNDW | -0.36% | $1.32B | 0.05% | |
SCHQ | 0.37% | $829.61M | 0.03% | |
VGLT | 0.49% | $9.69B | 0.04% | |
BSMR | 0.49% | $264.89M | 0.18% | |
SUB | 0.54% | $10.03B | 0.07% | |
TLH | -0.54% | $11.17B | 0.15% | |
IBMS | -0.68% | $92.37M | 0.18% | |
FMB | 0.84% | $1.86B | 0.65% | |
SPTL | 0.88% | $11.22B | 0.03% | |
WEAT | 0.92% | $120.75M | 0.28% | |
IBND | -0.93% | $416.38M | 0.5% | |
NYF | 1.02% | $879.14M | 0.25% | |
UBND | 1.07% | $1.03B | 0.4% | |
CTA | 1.21% | $1.14B | 0.76% | |
UITB | 1.34% | $2.35B | 0.39% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
LITB | 0.23% | $22.98M | -66.66% | 0.00% |
MO | -0.41% | $103.59B | +25.48% | 6.67% |
VSTA | -0.55% | $332.84M | +38.80% | 0.00% |
VRCA | -0.62% | $55.41M | -90.91% | 0.00% |
EXC | 0.67% | $44.68B | +18.98% | 3.53% |
SBDS | 0.68% | $22.44M | -84.14% | 0.00% |
AEP | 0.72% | $60.50B | +15.42% | 3.26% |
WTRG | 0.73% | $10.35B | -9.18% | 3.55% |
STG | -1.19% | $51.27M | +15.32% | 0.00% |
UUU | 1.29% | $8.10M | +138.10% | 0.00% |
DUK | -1.38% | $93.64B | +10.26% | 3.48% |
HUSA | -1.46% | $351.35M | -23.87% | 0.00% |
AGL | 1.55% | $790.65M | -72.28% | 0.00% |
AMT | -1.66% | $97.72B | -5.29% | 3.21% |
SO | 1.84% | $104.30B | +13.63% | 3.05% |
DFDV | -2.00% | $218.16M | +1,755.57% | 0.00% |
NEOG | 2.14% | $1.02B | -72.43% | 0.00% |
ZCMD | -2.18% | $26.01M | -8.84% | 0.00% |
CYCN | 2.28% | $8.47M | -26.26% | 0.00% |
COR | 2.40% | $56.56B | +22.67% | 0.74% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.90% | $73.53B | 0.03% | |
IWB | 99.87% | $42.63B | 0.15% | |
IWV | 99.86% | $16.33B | 0.2% | |
SCHK | 99.85% | $4.45B | 0.03% | |
DFUS | 99.85% | $16.04B | 0.09% | |
SPTM | 99.84% | $10.84B | 0.03% | |
DFAU | 99.83% | $8.87B | 0.12% | |
VTI | 99.81% | $517.49B | 0.03% | |
IYY | 99.81% | $2.54B | 0.2% | |
BBUS | 99.81% | $5.23B | 0.02% | |
SCHX | 99.81% | $57.93B | 0.03% | |
VOO | 99.78% | $714.90B | 0.03% | |
SPLG | 99.77% | $79.47B | 0.02% | |
ESGU | 99.76% | $14.08B | 0.15% | |
ILCB | 99.76% | $1.09B | 0.03% | |
PBUS | 99.76% | $7.90B | 0.04% | |
VONE | 99.74% | $6.57B | 0.07% | |
IVV | 99.74% | $644.56B | 0.03% | |
GSUS | 99.68% | $2.71B | 0.07% | |
GSLC | 99.68% | $14.23B | 0.09% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.70% | $111.25B | +38.40% | 0.51% |
BNT | 84.72% | $13.56B | +37.83% | 0.00% |
JHG | 84.15% | $6.80B | +15.90% | 3.71% |
AXP | 84.04% | $211.14B | +19.91% | 1.01% |
PH | 83.88% | $93.54B | +30.45% | 0.92% |
DOV | 83.84% | $24.99B | -1.11% | 1.13% |
ITT | 82.66% | $12.56B | +12.83% | 0.85% |
GS | 82.58% | $224.22B | +43.56% | 1.64% |
TROW | 82.33% | $22.89B | -9.03% | 4.85% |
KKR | 82.11% | $133.98B | +21.85% | 0.47% |
EVR | 81.81% | $11.99B | +23.91% | 1.06% |
EMR | 81.33% | $82.16B | +24.72% | 1.43% |
MS | 81.31% | $231.61B | +40.43% | 2.58% |
ARES | 81.10% | $41.01B | +22.54% | 2.18% |
BX | 81.04% | $214.04B | +23.35% | 1.54% |
SEIC | 80.83% | $10.95B | +30.56% | 1.10% |
CG | 80.76% | $22.38B | +24.59% | 2.26% |
SF | 80.62% | $11.72B | +28.66% | 1.52% |
JEF | 80.61% | $12.09B | +0.21% | 2.58% |
APO | 80.56% | $83.13B | +16.08% | 1.30% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -18.57% | $25.31B | +31.70% | 1.05% |
ED | -11.74% | $36.96B | +5.20% | 3.30% |
AWK | -11.58% | $27.23B | -1.90% | 2.25% |
MKTX | -10.48% | $7.88B | -6.01% | 1.45% |
K | -9.78% | $27.69B | +37.23% | 2.86% |
DG | -7.13% | $23.23B | -12.33% | 2.24% |
CME | -5.97% | $100.09B | +46.94% | 1.73% |
KR | -4.92% | $45.82B | +27.16% | 1.86% |
UPXI | -3.95% | $262.78M | -29.57% | 0.00% |
VSA | -3.93% | $10.63M | +30.19% | 0.00% |
BCE | -3.85% | $21.69B | -30.24% | 10.46% |
ASPS | -3.65% | $104.37M | -10.71% | 0.00% |
TU | -2.54% | $24.69B | +0.31% | 7.13% |
ZCMD | -2.18% | $26.01M | -8.84% | 0.00% |
DFDV | -2.00% | $218.16M | +1,755.57% | 0.00% |
AMT | -1.66% | $97.72B | -5.29% | 3.21% |
HUSA | -1.46% | $351.35M | -23.87% | 0.00% |
DUK | -1.38% | $93.64B | +10.26% | 3.48% |
STG | -1.19% | $51.27M | +15.32% | 0.00% |
VRCA | -0.62% | $55.41M | -90.91% | 0.00% |
SeekingAlpha
Global Market Perspectives Q3 2025: Shaken, Not Stirred
SeekingAlpha
H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
SCHB provides broad US equity exposure at a low 0.03% expense ratio. Learn more about SCHB ETF here and why I recommend it as a Buy.
SeekingAlpha
Q2 2025 Equity Market Outlook
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -88.23% | $88.17M | 0.59% | |
VIXY | -80.35% | $280.49M | 0.85% | |
VIXM | -73.68% | $25.97M | 0.85% | |
BTAL | -66.42% | $311.96M | 1.43% | |
IVOL | -45.76% | $337.06M | 1.02% | |
SPTS | -35.11% | $5.82B | 0.03% | |
XONE | -34.69% | $632.14M | 0.03% | |
FTSD | -32.81% | $233.62M | 0.25% | |
FXY | -32.72% | $599.36M | 0.4% | |
UTWO | -30.79% | $373.54M | 0.15% | |
VGSH | -30.40% | $22.75B | 0.03% | |
SCHO | -30.04% | $10.95B | 0.03% | |
IBTH | -26.20% | $1.67B | 0.07% | |
IBTI | -26.02% | $1.07B | 0.07% | |
IBTG | -26.01% | $1.96B | 0.07% | |
BILS | -23.38% | $3.82B | 0.1356% | |
TBLL | -23.27% | $2.13B | 0.08% | |
XHLF | -22.67% | $1.76B | 0.03% | |
IBTJ | -22.63% | $698.84M | 0.07% | |
IEI | -20.69% | $15.74B | 0.15% |
HIMU - iShares High Yield Muni Active ETF and SCHB - Schwab U.S. Broad Market ETF have a 3 holding overlap. Which accounts for a 0.1% overlap.
Number of overlapping holdings
3
% of overlapping holdings
0.11%
Name | Weight in HIMU | Weight in SCHB |
---|---|---|
0.22% | 0.10% | |
0.08% | 0.01% | |
0.03% | 0.00% |
iShares High Yield Muni Active ETF - HIMU is made up of 41 holdings. Schwab U.S. Broad Market ETF - SCHB is made up of 2378 holdings.
Name | Weight |
---|---|
M MCSXXNT BLACKROCK LIQ MUNICASH CL INS MMF | 5.28% |
3 3BWCGC7NT PUERTO RICO COMWLTH - 0.0 2051-11-01 | 1.95% |
3 3BYTTV1NT FLORIDA DEV FIN CORP REV - 5.0 2044-07-01 | 0.72% |
3 3BRMTV8NT PUERTO RICO SALES TAX FING CO (RST - 4.75 2053-07-01 | 0.56% |
3 3BVGHP6NT TENNESSEE ENERGY ACQUISITION C - 5.0 2031-11-01 | 0.38% |
3 3BRMTW0NT PUERTO RICO SALES TAX FING CO (RST - 5.0 2058-07-01 | 0.30% |
3 3BZMVM7NT NEW YORK N Y CITY TRANSITIONAL - 5.0 2053-11-01 | 0.28% |
3 3BXNHK5NT PENNSYLVANIA ECONOMIC DEV FING - 5.25 2053-06-30 | 0.25% |
3 3BZBZL5NT HILLSBOROUGH CNTY FLA INDL DEV - 4.13 2051-11-15 | 0.24% |
3 3BWZJL4NT SARASOTA CNTY FLA PUB HOSP DIS - 4.0 2052-07-01 | 0.23% |
3 3BWBST4NT PUERTO RICO COMWLTH - 5.63 2029-07-01 | 0.21% |
3 3BWBST5NT PUERTO RICO COMWLTH - 5.75 2031-07-01 | 0.21% |
3 3BWBSW9NT PUERTO RICO COMWLTH - 0.0 2033-07-01 | 0.20% |
3 3BRMTN7NT PUERTO RICO SALES TAX FING CO (RST - 0.0 2046-07-01 | 0.19% |
3 3BYLLN8NT PUERTO RICO ELEC PWR AUTH PWRREV - 5.38 2022-07-01 | 0.12% |
3 3BQXRZ4NT MAIN STR NAT GAS INC GA GAS SU - 5.0 2030-06-01 | 0.12% |
3 3BSLXS2NT ALACHUA CNTY FLA HEALTH FACS A - 4.0 2049-12-01 | 0.12% |
3 3BTWLQ4NT MARICOPA CNTY ARIZ INDL DEV AU - 3.0 2051-09-01 | 0.11% |
0.11% | |
0.11% | |
3 3BRMTN5NT PUERTO RICO SALES TAX FING CO (RST - 0.0 2033-07-01 | 0.10% |
3 3BWBSV0NT PUERTO RICO COMWLTH - 4.0 2046-07-01 | 0.09% |
3 3BSNVV3NT PUERTO RICO SALES TAX FING COR - 4.54 2053-07-01 | 0.07% |
3 3BSNVT4NT PUERTO RICO SALES TAX FING COR - 4.78 2058-07-01 | 0.07% |
C CHINT Calamos Convertible Opportunities and Income Fund | 0.06% |
0.05% | |
3 3BPSTZ3NT ST LOUIS MO INDL DEV AUTH FING - 4.38 2035-11-15 | 0.05% |
3 3BWBST9NT PUERTO RICO COMWLTH - 4.0 2041-07-01 | 0.05% |
3 3BNWCJ9NT MONTGOMERY CNTY PA INDL DEV AU - 5.0 2046-12-01 | 0.05% |
S SCHANT Schwab U.S. Small Cap ETF | 0.05% |
Name | Weight |
---|---|
![]() | 7.01% |
![]() | 6.19% |
![]() | 5.20% |
![]() | 3.58% |
2.53% | |
![]() | 2.25% |
![]() | 1.82% |
![]() | 1.48% |
![]() | 1.48% |
1.44% | |
1.35% | |
1.03% | |
0.99% | |
![]() | 0.81% |
0.78% | |
0.75% | |
0.69% | |
0.67% | |
![]() | 0.65% |
0.65% | |
0.61% | |
0.60% | |
0.55% | |
![]() | 0.54% |
0.51% | |
0.49% | |
0.47% | |
0.46% | |
0.44% | |
0.44% |