Which ETFs hold Block(H&R)Inc COM?
HRBheld by 50 of our covered ETFs
HRB is held by 50 of the 504 ETFs we cover. The heaviest allocation is CALF at 0.6%; among the largest funds, VTI holds 0.0% and IWF 0.0%. The median weight across all funds holding it is 0.0%. Block(H&R)Inc COM is classified Consumer Discretionary.
- Covered ETFs Holding It
- 50
- Heaviest Allocation
- 0.62%in CALF
- Median Weight
- 0.03%across funds that hold it
- Sector
- Consumer Discretionary
- Dividend Yield
- 3.64%trailing 12 months
HRB Share Performance
- 1M
- +16.0%
- YTD
- +8.6%
- 1Y
- -12.6%
- 3Y (ann.)
- +13.8%
- 5Y (ann.)
- +16.6%
- 10Y (ann.)
- +11.1%
A $10,000 investment 10 years ago would be worth $28,651 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding HRB(50)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| CALFPacer US Small Cap Cash Cows 100 ETF | 0.62% | 0.59% | $3.7B | 1.08% | +27.1% | +42.3% | +6.8% |
| DVYiShares Select Dividend ETF | 0.35% | 0.38% | $23.8B | 3.25% | +16.5% | +23.7% | +10.6% |
| DONWisdomTree U.S. Midcap Dividend Fund | 0.31% | 0.38% | $4.1B | 2.27% | +14.3% | +18.2% | +9.3% |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | 0.24% | 0.58% | $11.6B | 0.93% | +16.9% | +24.8% | +10.8% |
| FNDASchwab Fundamental U.S. Small Company ETF | 0.16% | 0.25% | $9.4B | 1.09% | +21.8% | +32.0% | +9.0% |
| MDYGState Street® SPDR® S&P 400™ Mid Cap Growth ETF | 0.16% | 0.15% | $2.9B | 0.56% | +21.6% | +28.0% | +8.5% |
| SPMDState Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | 0.16% | 0.03% | $18.5B | 1.19% | +18.5% | +26.0% | +9.1% |
| MDYState Street® SPDR® S&P MIDCAP 400® ETF Trust | 0.16% | 0.23% | $27.1B | 0.99% | +18.1% | +25.6% | +8.8% |
| MDYVState Street® SPDR® S&P 400™ Mid Cap Value ETF | 0.16% | 0.15% | $2.9B | 1.64% | +15.2% | +23.9% | +9.2% |
| IVOOVanguard S&P Mid-cap 400 Index Fund | 0.14% | 0.07% | $3.9B | 1.14% | +18.5% | +26.0% | +9.0% |
| VCRVanguard Consumer Discretionary Index Fund | 0.13% | 0.09% | $6.2B | 0.71% | +2.7% | +9.3% | +5.9% |
| IJKiShares S&P Mid-Cap 400 Growth ETF | 0.13% | 0.17% | $11.0B | 0.52% | +21.4% | +27.9% | +8.4% |
| IJHiShares Core S&P Mid-Cap ETF | 0.13% | 0.05% | $126.1B | 1.14% | +18.4% | +26.0% | +9.0% |
| IJJiShares S&P Mid-Cap 400 Value ETF | 0.12% | 0.18% | $9.0B | 1.56% | +15.1% | +23.8% | +9.2% |
| JQUAJPMorgan U.S. Quality Factor ETF | 0.10% | 0.12% | $8.2B | 1.05% | +18.6% | +24.4% | +13.4% |
| SCHASchwab U.S. Small-Cap ETF | 0.10% | 0.04% | $23.3B | 1.02% | +22.8% | +36.7% | +7.9% |
| VBRVanguard Small-cap Value Index Fund | 0.10% | 0.05% | $38.3B | 1.73% | +19.2% | +28.7% | +10.0% |
| FDISFidelity MSCI Consumer Discretionary Index ETF | 0.09% | 0.08% | $1.7B | 0.71% | +2.9% | +9.4% | +5.9% |
| SCHMSchwab U.S. Mid-Cap ETF | 0.09% | 0.04% | $15.1B | 1.22% | +20.7% | +28.9% | +8.2% |
| DFASDimensional U.S. Small Cap ETF | 0.08% | 0.26% | $15.3B | 0.95% | +20.5% | +31.3% | +9.1% |
| IYCiShares U.S. Consumer Discretionary ETF | 0.06% | 0.38% | $1.2B | 0.49% | +1.0% | +3.6% | +6.4% |
| VBVanguard Small-cap Index Fund | 0.06% | 0.03% | $82.5B | 1.18% | +19.5% | +29.1% | +8.1% |
| VXFVanguard Extended Market Index Fund | 0.06% | 0.05% | $32.2B | 0.99% | +18.9% | +26.9% | +6.9% |
| DGROiShares Core Dividend Growth ETF | 0.05% | 0.08% | $43.4B | 1.86% | +15.5% | +25.2% | +11.3% |
| OMFLInvesco Russell 1000 Dynamic Multifactor ETF | 0.04% | 0.29% | $4.8B | 0.78% | +17.0% | +23.0% | +9.8% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most HRB exposure?
CALF has the heaviest HRB allocation of the ETFs we cover, at 0.62% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold HRB?
50 of the 504 ETFs we cover hold Block(H&R)Inc COM (HRB). The median weight across those funds is 0.03%.
What is the cheapest ETF that holds HRB?
SPMD has the lowest expense ratio among covered ETFs holding HRB, at 0.03% per year.
What is the largest ETF that holds HRB?
VTI (Vanguard Total Stock Market Index Fund) is the largest covered ETF holding HRB, with $696.4B in assets and a 0.01% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond HRB.