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

ESGU vs SCHX: Differences, Returns & Fees

ESGU and SCHX hold 72% of their weight in the same names, and ESGU returned +17.3% over the year. Net assets: $18.3bn on Oct 9, 2026 for iShares ESG Aware MSCI USA ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.12 points a year less; their one-year returns differ by 0.7 points; SCHX is 3.8 times larger.

ESGU vs SCHX: Differences, Returns & Fees
ESGUSCHX
Expense ratio0.15%0.03%
Net assets, as of Feb 28, 2025$13.7bn$52.6bn
Total return, 1 year+17.3%+16.6%
What it tracksMSCI USA Extended ESG Focus IndexDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common72%
Top ten holdings, share of the fund37.8%37.3%

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

+17.3%
ESGU total return, 1 year
+16.6%
SCHX total return, 1 year
0.15%
ESGU expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, ESGU and SCHX hold 72% 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

72% in common

Positions both hold, largest shared weight first
Holding ESGU SCHX
NVIDIA 7.87% 7.50%
APPLE 7.25% 6.69%
MICROSOFT 5.67% 4.88%
AMAZON.COM INC 3.69% 3.87%
ALPHABET CLASS C 3.50% 3.23%
BROADCOM INC 2.46% 3.10%
META PLATFORMS CLASS A 2.16% 2.02%
ALPHABET CLASS A 1.93% 2.57%
TESLA INC 1.60% 1.79%
MICRON TECHNOLOGY 1.69% 1.60%
ELI LILLY 1.37% 1.28%
ADVANCED MICRO DEVICES 1.50% 1.23%
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 SCHX
Exxon Mobil Corp 0.89%
Walmart Inc 0.74%
Applied Materials Inc 0.52%
General Electric Co 0.50%
Texas Instruments Inc 0.41%
Philip Morris International Inc 0.40%
McDonald's Corp 0.29%
PepsiCo Inc 0.29%

Check overlap with more funds →

On the same fields

ESGU
iShares ESG Aware MSCI USA ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sits Stock ETF Stock ETF
Issuer iShares Schwab
What it is Tracks an index Tracks an index of U.S. Large-Cap
Total return, 1 year +17.3% +16.6%
Expense ratio 0.15% 0.03%
Already in the S&P 500 97.4% 94.5%
Holdings 269 748
Net assets, ESGU as of Oct 9, 2026 and SCHX as of May 31, 2026 $18.3bn $72.6bn

ESGU and SCHX 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 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, ESGU or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and SCHX +16.6%.
Which is cheaper, ESGU or SCHX?
SCHX 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 SCHX overlap with the S&P 500?
By their latest filed holdings, 97% of ESGU and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
ESGU vs ITOTESGU vs VIGESGU vs SCHBESGU vs SPYMGSUS vs SCHXSCHX vs VTISCHX vs SPYIVV vs SCHX
ESGU on its own →SCHX 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 ↗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, ESGU against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-schx

Open data

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