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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

SCHX vs SPYG: how they differ

SCHX and SPYG hold 63% of their weight in the same names, and SPYG returned more over the year.

Schwab U.S. Large-Cap ETF and State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF.

What they hold in common

By the books each fund has filed, SCHX and SPYG hold 63% of their money in the same securities at the same weight.

Positions SCHX and SPYG both hold, largest shared weight first
HoldingSCHXSPYG
NVIDIA Corp7.51%13.66%
Apple Inc6.71%5.99%
Microsoft Corp4.89%7.81%
Amazon.com Inc3.87%3.48%
Alphabet Inc3.24%5.91%
Broadcom Inc3.10%5.04%
Alphabet Inc2.58%4.71%
Meta Platforms Inc2.02%3.49%
Tesla Inc1.79%2.07%
Micron Technology Inc1.60%3.67%
Eli Lilly & Co1.28%2.67%
Berkshire Hathaway Inc1.27%2.58%
Largest positions each one holds and the other does not
Only in SCHXOnly in SPYG
Exxon Mobil Corp 0.89%Sandisk Corp 0.95%
Intel Corp 0.79%Lumentum Holdings Inc 0.19%
Walmart Inc 0.74%EchoStar Corp 0.04%
Costco Wholesale Corp 0.62%Fox Corp 0.01%
UnitedHealth Group Inc 0.51%
Bank of America Corp 0.50%
Chevron Corp 0.50%
Procter & Gamble Co/The 0.49%

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.

SCHX and SPYG on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
SCHX
Schwab U.S. Large-Cap ETF
SPYG
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
Where it sitsCore index fundCore index fund
IssuerSchwabState Street
What it isU.S. Large-CapSPDR Portfolio S&P 500 Growth
Total return, 1 year+16.8%+17.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.7 pts+0.4 pts
Expense ratio0.03%0.04%
Already in the S&P 50094.9%100.0%
Holdings748147

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. The prospectus expense ratio is 0.03% a year. 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%.

SPYG in plain words

SPYG is an index equity fund tracking the SPDR Portfolio S&P 500 Growth. Over the year to Sep 11, 2026 it returned +17.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 147 positions, with the top ten at 56.4%.

Questions people ask

Which returned more over the last year, SCHX or SPYG?
In the year to Sep 12, 2026, with distributions reinvested, SCHX returned +16.8% and SPYG returned +17.9%, so SPYG returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SCHX or SPYG?
SCHX charges 0.03% a year and SPYG charges 0.04%, so SCHX is cheaper. Fees come from each fund's prospectus.
How much do SCHX and SPYG overlap with the S&P 500?
By their latest filed holdings, 95% of SCHX and 100% of SPYG by weight is stocks the S&P 500 already holds. Between the two funds, 63% 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.

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

A comparison is not a recommendation. Standards and sources