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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

ITOT vs SCHX: how they differ

ITOT and SCHX hold 88% of their weight in the same names.

iShares Core S&P Total U.S. Stock Market ETF and Schwab U.S. Large-Cap ETF.

What they hold in common

By the books each fund has filed, ITOT and SCHX hold 88% of their money in the same securities at the same weight.

Positions ITOT and SCHX both hold, largest shared weight first
HoldingITOTSCHX
NVIDIA Corp.6.64%7.51%
Apple, Inc.5.82%6.71%
Microsoft Corp.3.80%4.89%
Amazon.com, Inc.3.20%3.87%
Alphabet, Inc.2.87%3.24%
Broadcom, Inc.2.45%3.10%
Alphabet, Inc.2.29%2.58%
Meta Platforms, Inc.1.70%2.02%
Tesla, Inc.1.62%1.79%
Micron Technology, Inc.1.78%1.60%
Eli Lilly & Co.1.30%1.28%
Berkshire Hathaway, Inc.1.26%1.27%
Largest positions each one holds and the other does not
Only in ITOTOnly in SCHX
Sandisk Corp. 0.46%Linde PLC 0.34%
Linde plc 0.33%Seagate Technology Holdings PLC 0.28%
Seagate Technology Holdings plc 0.30%Eaton Corp PLC 0.23%
Eaton Corp. plc 0.23%Honeywell International Inc 0.22%
Chubb Ltd. 0.17%Accenture PLC 0.17%
Trane Technologies plc 0.15%Chubb Ltd 0.17%
Medtronic plc 0.14%Trane Technologies PLC 0.15%
Space Exploration Technologies Corp. 0.14%Medtronic PLC 0.14%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

ITOT and SCHX on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
ITOT
iShares Core S&P Total U.S. Stock Market ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isCore S&P Total U.S. Stock MarketU.S. Large-Cap
Total return, 1 year+17.2%+16.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.3 pts−0.7 pts
Expense ratio0.03%0.03%
Already in the S&P 50088.3%94.9%
Holdings2497748

ITOT in plain words

ITOT is an index equity fund tracking the Core S&P Total U.S. Stock Market. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2497 positions, with the top ten at 32.2%.

SCHX in plain words

SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.

Questions people ask

Which returned more over the last year, ITOT or SCHX?
In the year to Sep 12, 2026, with distributions reinvested, ITOT returned +17.2% and SCHX returned +16.8%, so ITOT returned more. One year is one year; the longer windows are in the table.
Which is cheaper, ITOT or SCHX?
ITOT charges 0.03% a year and SCHX charges 0.03%, so ITOT is cheaper. Fees come from each fund's prospectus.
How much do ITOT and SCHX overlap with the S&P 500?
By their latest filed holdings, 88% of ITOT and 95% of SCHX by weight is stocks the S&P 500 already holds. Between the two funds, 88% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

ITOT against SCHX, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, ITOT against SCHX, data as of Sep 12, 2026. https://etfiq.com/compare/any/ITOT-SCHX Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources