Which returned more over the last year, ESGU or SCHK?

In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and SCHK +16.9%.

Which is cheaper, ESGU or SCHK?

SCHK is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do ESGU and SCHK overlap with the S&P 500?

By their latest filed holdings, 97% of ESGU and 92% of SCHK by weight is stocks the S&P 500 already holds.

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ESGU vs SCHK: Differences, Returns & Fees

ESGU and SCHK hold 71% of their weight in the same names. Net assets: $18.3bn on Oct 9, 2026 for iShares ESG Aware MSCI USA ETF, and $5.7bn on May 31, 2026 for Schwab 1000 Index ETF.

SCHK costs 0.12 points a year less; their one-year returns differ by 0.4 points; ESGU is 3.4 times larger.

ESGU vs SCHK: Differences, Returns & Fees
	ESGU	SCHK
Expense ratio	0.15%	0.03%
Net assets, as of Feb 28, 2025	$13.7bn	$4.0bn
Total return, 1 year	+17.3%	+16.9%
What it tracks	MSCI USA Extended ESG Focus Index	Schwab 1000 Index
Holdings in common	71%
Top ten holdings, share of the fund	37.8%	36.2%

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

+17.3%

ESGU total return, 1 year

+16.9%

SCHK total return, 1 year

0.15%

ESGU expense ratio

0.03%

SCHK expense ratio

What they hold in common

By the books each fund has filed, ESGU and SCHK hold 71% 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.

50%

half

71% in common

Positions both hold, largest shared weight first

Holding ESGU SCHK

NVIDIA 7.87% 7.29%

APPLE 7.25% 6.51%

MICROSOFT 5.67% 4.75%

AMAZON.COM INC 3.69% 3.75%

ALPHABET CLASS C 3.50% 3.15%

BROADCOM INC 2.46% 3.01%

META PLATFORMS CLASS A 2.16% 1.97%

ALPHABET CLASS A 1.93% 2.50%

TESLA INC 1.60% 1.74%

MICRON TECHNOLOGY 1.69% 1.55%

ELI LILLY 1.37% 1.24%

ADVANCED MICRO DEVICES 1.50% 1.20%

Only in ESGU

APPLIED MATERIAL INC 0.74%

EXXONMOBIL HOLDINGS CORP 0.71%

HARTFORD INSURANCE GROUP 0.56%

GE AEROSPACE 0.45%

TEXAS INSTRUMENT INC 0.38%

AMERICAN TOWER REIT 0.36%

EQUINIX REIT 0.35%

WILLIAMS 0.34%

Only in SCHK

Exxon Mobil Corp 0.86%

Walmart Inc 0.72%

Applied Materials Inc 0.51%

General Electric Co 0.48%

Texas Instruments Inc 0.39%

Philip Morris International Inc 0.39%

Sandisk Corp/DE 0.35%

McDonald's Corp 0.28%

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On the same fields

ESGU

iShares ESG Aware MSCI USA ETF

SCHK

Schwab 1000 Index ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks an index Tracks an index

Total return, 1 year +17.3% +16.9%

Expense ratio 0.15% 0.03%

Already in the S&P 500 97.4% 92.3%

Holdings 269 986

Net assets, ESGU as of Oct 9, 2026 and SCHK as of May 31, 2026 $18.3bn $5.7bn

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

About ESGU

ESGU tracks an index. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 269 positions, with the top ten at 37.8%.

About SCHK

SCHK tracks an index. Over the year to Oct 9, 2026 it returned +16.9% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 986 positions, with the top ten at 36.2%.

Questions people ask

Which returned more over the last year, ESGU or SCHK?: In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and SCHK +16.9%.
Which is cheaper, ESGU or SCHK?: SCHK is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ESGU and SCHK overlap with the S&P 500?: By their latest filed holdings, 97% of ESGU and 92% of SCHK by weight is stocks the S&P 500 already holds.

Other comparisons

ESGU vs RECS ESGU vs TSPA ESGU vs QLTY ESGU vs THRO IVV vs SCHK SCHK vs VOO SCHK vs SPHQ MTUM vs SCHK

ESGU on its own →SCHK on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

ESGU filings on SEC EDGAR ↗ESGU prospectus with the expense ratio (SEC) ↗iShares page for ESGU ↗SCHK filings on SEC EDGAR ↗SCHK 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, ESGU against SCHK, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-schk

Open data

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