Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
SCHX vs VO: how they differ
SCHX and VO hold 15% of their weight in the same names, and SCHX returned more over the year.
Schwab U.S. Large-Cap ETF and Vanguard Mid-Cap Index Fund.
What they hold in common
By the books each fund has filed, SCHX and VO hold 15% of their money in the same securities at the same weight.
| Holding | SCHX | VO |
|---|---|---|
| Western Digital Corp | 0.26% | 1.07% |
| Vertiv Holdings Co | 0.18% | 1.23% |
| Newmont Corp | 0.18% | 0.48% |
| Quanta Services Inc | 0.15% | 1.05% |
| Howmet Aerospace Inc | 0.15% | 1.04% |
| Constellation Energy Corp | 0.13% | 0.78% |
| Cummins Inc | 0.13% | 0.95% |
| FedEx Corp | 0.13% | 0.33% |
| Fortinet Inc | 0.13% | 0.46% |
| Snowflake Inc | 0.13% | 0.41% |
| Williams Cos Inc/The | 0.13% | 0.44% |
| Ciena Corp | 0.12% | 0.67% |
| Only in SCHX | Only in VO |
|---|---|
| NVIDIA Corp 7.51% | Seagate Technology Holdings PLC 1.05% |
| Apple Inc 6.71% | Royal Caribbean Cruises Ltd 0.74% |
| Microsoft Corp 4.89% | CRH PLC 0.69% |
| Amazon.com Inc 3.87% | Lumentum Holdings Inc 0.65% |
| Alphabet Inc 3.24% | TE Connectivity PLC 0.57% |
| Broadcom Inc 3.10% | Johnson Controls International plc 0.43% |
| Alphabet Inc 2.58% | Waste Connections Inc 0.41% |
| Meta Platforms Inc 2.02% | Garmin Ltd 0.38% |
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 Schwab U.S. Large-Cap ETF | VO Vanguard Mid-Cap Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Schwab | Vanguard |
| What it is | U.S. Large-Cap | Mid-Cap |
| Total return, 1 year | +16.8% | +12.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.7 pts | −5.5 pts |
| Expense ratio | 0.03% | 0.03% |
| Already in the S&P 500 | 94.9% | 91.4% |
| Holdings | 748 | 282 |
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%.
VO in plain words
VO is an index equity fund tracking the Mid-Cap. Over the year to Sep 11, 2026 it returned +12.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 282 positions, with the top ten at 9.6%. It sat 4.1% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, SCHX or VO?
- In the year to Sep 12, 2026, with distributions reinvested, SCHX returned +16.8% and VO returned +12.0%, so SCHX returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, SCHX or VO?
- SCHX charges 0.03% a year and VO charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do SCHX and VO overlap with the S&P 500?
- By their latest filed holdings, 95% of SCHX and 91% of VO by weight is stocks the S&P 500 already holds. Between the two funds, 15% 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.
Cite this page. ETFIQ, SCHX against VO, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHX-VO Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources