A
vs
B
Share
Compare their flowsAsk IQ about these two funds

BLCR vs SCHX: Differences, Returns & Fees

BLCR and SCHX hold 38% of their weight in the same names, and BLCR returned +26.3% over the year. Net assets: $9.8bn on Oct 9, 2026 for iShares Large Cap Core Active ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.33 points a year less; their one-year returns differ by 9.7 points; SCHX is far larger, $52.6bn against $8m.

BLCR vs SCHX: Differences, Returns & Fees
BLCRSCHX
Expense ratio0.36%0.03%
Net assets, as of Feb 28, 2025$8m$52.6bn
Total return, 1 year+26.3%+16.6%
What it tracksNo index, actively managedDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common38%
Top ten holdings, share of the fund48.6%37.3%

Holdings in common uses holdings dated May 31, 2026 and Oct 9, 2026.

+26.3%
BLCR total return, 1 year
+16.6%
SCHX total return, 1 year
0.36%
BLCR expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, BLCR and SCHX hold 38% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Oct 9, 2026.

half

38% in common

Positions both hold, largest shared weight first
Holding BLCR SCHX
NVIDIA 7.12% 7.50%
MICROSOFT 6.61% 4.88%
APPLE 4.53% 6.69%
AMAZON.COM INC 5.90% 3.87%
ALPHABET CLASS A 5.06% 3.23%
META PLATFORMS CLASS A 5.05% 2.02%
MICRON TECHNOLOGY 3.31% 1.60%
BROADCOM INC 1.35% 3.10%
ADVANCED MICRO DEVICES 2.44% 1.23%
VISA CLASS A 4.43% 0.80%
INTEL CORPORATION 2.11% 0.79%
ELI LILLY 0.76% 1.28%
Only in BLCR
ATI 3.01%
CDW 2.36%
WHEATON PRECIOUS METALS 1.44%
CASEYS GENERAL STORES INC 1.38%
ROCKET COMPANIES INC CLASS A 1.24%
SPACE EXPLORATION TECHNOLOGIES COR 1.07%
RENTOKIL INITIAL ADS EACH REPRESEN 0.92%
LUMENTUM HOLDINGS 0.65%
Only in SCHX
Alphabet Inc 2.57%
Tesla Inc 1.79%
Berkshire Hathaway Inc 1.27%
JPMorgan Chase & Co 1.18%
Exxon Mobil Corp 0.89%
Cisco Systems Inc 0.70%
Costco Wholesale Corp 0.62%
Caterpillar Inc 0.60%

Check overlap with more funds →

On the same fields

BLCR
iShares Large Cap Core Active ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sits Stock ETF Stock ETF
Issuer iShares Schwab
What it is Actively managed Tracks an index of U.S. Large-Cap
Total return, 1 year +26.3% +16.6%
Its benchmark over the same days +16.6% (IWB) not published
Gap to its benchmark +9.6 pts vs IWB not available
Expense ratio 0.36% 0.03%
Already in the S&P 500 85.6% 94.5%
Holdings 52 748
Net assets, BLCR as of Oct 9, 2026 and SCHX as of May 31, 2026 $9.8bn $72.6bn

BLCR and SCHX on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About BLCR

BLCR is actively managed and tracks no index. The prospectus expense ratio is 0.36% a year. By its holdings published by its issuer for Oct 9, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 52 positions, with the top ten at 48.6%.

Over the year to Oct 9, 2026 it returned +26.3% with distributions reinvested, against +16.6% for its benchmark, the Russell 1000 Index.

About SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.

Questions people ask

Which returned more over the last year, BLCR or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, BLCR returned +26.3% and SCHX +16.6%.
Which is cheaper, BLCR or SCHX?
SCHX is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BLCR and SCHX overlap with the S&P 500?
By their latest filed holdings, 86% of BLCR and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
BLCR vs ITOTBLCR vs VIGBLCR vs SCHBBLCR vs SPYMMGC vs SCHXSCHX vs VONEPBUS vs SCHXFELC vs SCHX
BLCR on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
BLCR filings on SEC EDGAR ↗BLCR prospectus with the expense ratio (SEC) ↗iShares page for BLCR ↗SCHX filings on SEC EDGAR ↗SCHX prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.

Cite this pageCitation, APA and Markdown

ETFIQ, BLCR against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/blcr-vs-schx

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.