{"url":"https://etfiq.com/compare/any/efiv-vs-schx","section":"compare","title":"EFIV vs SCHX: Differences, Returns & Fees | ETFIQ","description":"EFIV and SCHX side by side to Oct 9, 2026: one-year total return +19.0% against +16.6%, expense ratio 0.10% against 0.03%.","as_of":"Oct 9, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Which returned more over the last year, EFIV or SCHX?","acceptedAnswer":{"@type":"Answer","text":"In the year to Oct 9, 2026, with distributions reinvested, EFIV returned +19.0% and SCHX +16.6%."}},{"@type":"Question","name":"Which is cheaper, EFIV or SCHX?","acceptedAnswer":{"@type":"Answer","text":"SCHX is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus."}},{"@type":"Question","name":"How much do EFIV and SCHX overlap with the S&P 500?","acceptedAnswer":{"@type":"Answer","text":"By their latest filed holdings, 100% of EFIV and 94% of SCHX by weight is stocks the S&P 500 already holds."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"EFIV vs SCHX","item":"https://etfiq.com/compare/any/efiv-vs-schx"}]},{"@type":"WebPage","name":"EFIV vs SCHX: Differences, Returns & Fees","description":"EFIV and SCHX side by side to Oct 9, 2026: one-year total return +19.0% against +16.6%, expense ratio 0.10% against 0.03%.","url":"https://etfiq.com/compare/any/efiv-vs-schx","dateModified":"2026-10-09","speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"}},{"@type":"Dataset","name":"ETFIQ comparison of EFIV and SCHX","description":"EFIV and SCHX side by side to Oct 9, 2026: one-year total return +19.0% against +16.6%, expense ratio 0.10% against 0.03%.","dateModified":"2026-10-09","creator":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"url":"https://etfiq.com/compare/any/efiv-vs-schx","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/alternatives.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/core.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/crypto.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/funds.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/income.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/leverage.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"EFIV vs SCHX","item":"https://etfiq.com/compare/any/efiv-vs-schx"}]},{"@type":"WebPage","name":"EFIV vs SCHX: Differences, Returns & Fees","description":"EFIV and SCHX side by side to Oct 9, 2026: one-year total return +19.0% against +16.6%, expense ratio 0.10% against 0.03%.","url":"https://etfiq.com/compare/any/efiv-vs-schx","dateModified":"2026-10-09","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5360,"truncated":true,"content":"ETFIQ / Compare ETFs / EFIV vs SCHX \n \n Data as of Oct 9, 2026.\n ETFIQ etfiq.com \u00b7 independent ETF data \n EFIV vs SCHX: Differences, Returns & Fees\n EFIV and SCHX hold 58% of their weight in the same names, and EFIV returned +19.0% over the year.\n Copy this for sharing \n SCHX costs 0.07 points a year less; their one-year returns differ by 2.4 points; SCHX is far larger, $52.6bn against $1.7bn.\n EFIV and SCHX at a glance. As of Oct 9, 2026. Source: ETFIQ. EFIV SCHX \n Expense ratio 0.10% 0.03% \n Net assets, as of Feb 28, 2025 $1.7bn $52.6bn \n Total return, 1 year +19.0% +16.6% \n What it tracks S","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, EFIV against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/efiv-vs-schx","a":{"ticker":"EFIV","name":"State Street SPDR S&P 500 ESG ETF","issuer":"State Street","desk":"core","as_of":"2026-10-09","verdict":"EFIV tracks an index and returned +19.0% over the past year.","url":"https://etfiq.com/funds/efiv","key_facts":[{"label":"Total return, 1 year","value":"+19.0%","as_of":"2026-10-09","source":null},{"label":"Expense ratio","value":"0.10%","as_of":"2026-10-09","source":null},{"label":"Holdings","value":"325","as_of":"2026-10-09","source":null},{"label":"Below its high","value":"\u22120.7%","as_of":"2026-10-09","source":null},{"label":"12-month yield: cash paid, 1 year, on its starting price","value":"1.1%","as_of":"2026-10-09","source":null},{"label":"Last payment (paid quarterly), ex-date Sep 21, 2026","value":"$0.2013","as_of":"2026-10-09","source":null},{"label":"Net assets","value":"$1.0bn","as_of":"2026-10-09","source":"the issuer\u2019s own daily fund list, as of Oct 8, 2026"}]},"b":{"ticker":"SCHX","name":"Schwab U.S. Large-Cap ETF","issuer":"Schwab","desk":"core","as_of":"2026-10-09","verdict":"SCHX tracks an index of U.S. Large-Cap and returned +16.6% over the past year.","url":"https://etfiq.com/funds/schx","key_facts":[{"label":"Total return, 1 year","value":"+16.6%","as_of":"2026-10-09","source":null},{"label":"Expense ratio","value":"0.03%","as_of":"2026-10-09","source":null},{"label":"Holdings","value":"748","as_of":"2026-10-09","source":null},{"label":"Below its high","value":"\u22120.2%","as_of":"2026-10-09","source":null},{"label":"12-month yield: cash paid, 1 year, on its starting price","value":"1.2%","as_of":"2026-10-09","source":null},{"label":"Last payment (paid quarterly), ex-date Sep 23, 2026","value":"$0.0822","as_of":"2026-10-09","source":null},{"label":"Net assets","value":"$72.6bn","as_of":"2026-10-09","source":"SEC filing, whole fund, as filed for May 31, 2026"}]},"overlap_pct":58,"full_text_at":"https://etfiq.com/compare/any/efiv-vs-schx"}