Data as of Nov 4, 2026.
APUE vs SCHX: Differences, Returns & Fees
Over the year to Nov 4, 2026, APUE returned +15.9% to SCHX's +14.1%; 84% of their weight is in the same names.
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Net assets on Aug 31, 2026: $2.5bn for ActivePassive U.S. Equity ETF and $74.2bn for Schwab U.S. Large-Cap ETF.
Pair scorecard
SCHX costs 0.28 points a year less; their one-year returns differ by 1.8 points; SCHX is far larger, $74.2bn against $2.5bn.
| Measure | APUE | SCHX |
|---|---|---|
| Return | ||
| Total return, 1 year | +15.9% | +14.1% |
| Benchmark | ||
| What it tracks | No index, actively managed | Dow Jones U.S. Large-Cap Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.31% | 0.03% |
| Net assets, as of Aug 31, 2026 | $2.5bn | $74.2bn |
| Holdings | ||
| Holdings in common | 84% | |
| Top ten holdings, share of the fund | 37.3% | 36.0% |
What they share
By the books each fund has filed, APUE and SCHX hold 84% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026.
half
84% in common
Only in one fund ↓
Side by side
APUE and SCHX on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.
Client brief:
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APUE
APUE is actively managed and tracks no index. Over the year to Nov 4, 2026 it returned +15.9% with distributions reinvested, against +14.9% for its benchmark, the CRSP US Total Market Total Return Index. The prospectus expense ratio is 0.31% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 449 positions, with the top ten at 37.3%.
SCHX
SCHX tracks an index of U.S. Large-Cap. Over the year to Nov 4, 2026 it returned +14.1% with distributions reinvested, against +14.8% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.
Questions people ask
- Which returned more over the last year, APUE or SCHX?
- In the year to Nov 4, 2026, with distributions reinvested, APUE returned +15.9% and SCHX +14.1%.
- Which is cheaper, APUE or SCHX?
- SCHX is cheaper, by 0.28 percentage points a year. That is about $28 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, APUE against SCHX, data as of Nov 4, 2026. https://etfiq.com/compare/any/apue-vs-schx
ETFIQ. (Nov 4, 2026). APUE against SCHX. Retrieved from https://etfiq.com/compare/any/apue-vs-schx
[APUE against SCHX (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/any/apue-vs-schx)
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