Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
SCHX vs XLG: how they differ
SCHX and XLG hold 57% of their weight in the same names, and SCHX returned more over the year.
Schwab U.S. Large-Cap ETF and Invesco S&P 500 Top 50 ETF.
What they hold in common
By the books each fund has filed, SCHX and XLG hold 57% of their money in the same securities at the same weight.
| Holding | SCHX | XLG |
|---|---|---|
| NVIDIA Corp | 7.51% | 13.10% |
| Apple Inc | 6.71% | 10.76% |
| Microsoft Corp | 4.89% | 8.18% |
| Amazon.com Inc | 3.87% | 6.99% |
| Alphabet Inc | 3.24% | 6.05% |
| Broadcom Inc | 3.10% | 4.85% |
| Alphabet Inc | 2.58% | 4.82% |
| Meta Platforms Inc | 2.02% | 3.61% |
| Tesla Inc | 1.79% | 2.90% |
| Eli Lilly & Co | 1.28% | 2.00% |
| Berkshire Hathaway Inc | 1.27% | 2.35% |
| Advanced Micro Devices Inc | 1.23% | 1.56% |
| Only in SCHX | Only in XLG |
|---|---|
| Micron Technology Inc 1.60% | Linde PLC 0.63% |
| Intel Corp 0.79% | Accenture PLC 0.30% |
| Lam Research Corp 0.58% | |
| Applied Materials Inc 0.52% | |
| QUALCOMM Inc 0.39% | |
| GE Vernova Inc 0.38% | |
| KLA Corp 0.37% | |
| Morgan Stanley 0.37% |
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 Apr 30, 2026 and May 31, 2026.
| SCHX Schwab U.S. Large-Cap ETF | XLG Invesco S&P 500 Top 50 ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Schwab | Invesco |
| What it is | U.S. Large-Cap | S&P 500 top 50 |
| Total return, 1 year | +16.8% | +12.2% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.7 pts | −5.3 pts |
| Expense ratio | 0.03% | 0.20% |
| Already in the S&P 500 | 94.9% | 100.0% |
| Holdings | 748 | 51 |
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%.
XLG in plain words
XLG is an index equity fund tracking the S&P 500 top 50. Over the year to Sep 11, 2026 it returned +12.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.20% a year. By its holdings filed for Apr 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 51 positions, with the top ten at 63.6%.
Questions people ask
- Which returned more over the last year, SCHX or XLG?
- In the year to Sep 12, 2026, with distributions reinvested, SCHX returned +16.8% and XLG returned +12.2%, so SCHX returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, SCHX or XLG?
- SCHX charges 0.03% a year and XLG charges 0.20%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do SCHX and XLG overlap with the S&P 500?
- By their latest filed holdings, 95% of SCHX and 100% of XLG by weight is stocks the S&P 500 already holds. Between the two funds, 57% 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 XLG, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHX-XLG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources