Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
SCHX vs VPU: how they differ
SCHX and VPU hold 2% of their weight in the same names, and SCHX returned more over the year.
Schwab U.S. Large-Cap ETF and Vanguard Utilities Index Fund.
What they hold in common
By the books each fund has filed, SCHX and VPU hold 2% of their money in the same securities at the same weight.
| Holding | SCHX | VPU |
|---|---|---|
| NextEra Energy Inc | 0.27% | 11.84% |
| Southern Co/The | 0.15% | 6.70% |
| Duke Energy Corp | 0.14% | 6.31% |
| Constellation Energy Corp | 0.13% | 5.86% |
| American Electric Power Co Inc | 0.10% | 4.47% |
| Sempra | 0.09% | 3.85% |
| Dominion Energy Inc | 0.08% | 3.78% |
| Vistra Corp | 0.07% | 3.59% |
| Entergy Corp | 0.07% | 3.22% |
| Xcel Energy Inc | 0.07% | 3.11% |
| Exelon Corp | 0.07% | 3.05% |
| Public Service Enterprise Group Inc | 0.06% | 2.60% |
| Only in SCHX | Only in VPU |
|---|---|
| NVIDIA Corp 7.51% | IDACORP Inc 0.50% |
| Apple Inc 6.71% | UGI Corp 0.50% |
| Microsoft Corp 4.89% | National Fuel Gas Co 0.46% |
| Amazon.com Inc 3.87% | Ormat Technologies Inc 0.44% |
| Alphabet Inc 3.24% | TXNM Energy Inc 0.38% |
| Broadcom Inc 3.10% | Portland General Electric Co 0.37% |
| Alphabet Inc 2.58% | New Jersey Resources Corp 0.37% |
| Meta Platforms Inc 2.02% | Black Hills Corp 0.36% |
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 May 31, 2026.
| SCHX Schwab U.S. Large-Cap ETF | VPU Vanguard Utilities Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Schwab | Vanguard |
| What it is | U.S. Large-Cap | Utilities |
| Total return, 1 year | +16.8% | +2.1% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.7 pts | −15.4 pts |
| Expense ratio | 0.03% | 0.09% |
| Already in the S&P 500 | 94.9% | 90.1% |
| Holdings | 748 | 66 |
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%.
VPU in plain words
VPU is an index equity fund tracking the Utilities. Over the year to Sep 11, 2026 it returned +2.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 66 positions, with the top ten at 52.7%. It sat 9.8% below its high of Feb 27, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, SCHX or VPU?
- In the year to Sep 12, 2026, with distributions reinvested, SCHX returned +16.8% and VPU returned +2.1%, so SCHX returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, SCHX or VPU?
- SCHX charges 0.03% a year and VPU charges 0.09%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do SCHX and VPU overlap with the S&P 500?
- By their latest filed holdings, 95% of SCHX and 90% of VPU by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.
Other comparisons
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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 VPU, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHX-VPU Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources