Which returned more over the last year, IYE or SCHX?

In the year to Oct 28, 2026, with distributions reinvested, IYE returned +58.8% and SCHX +13.1%.

Which is cheaper, IYE or SCHX?

SCHX is cheaper, by 0.34 percentage points a year. That is about $34 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IYE and SCHX overlap with the S&P 500?

By their latest filed holdings, 67% of IYE and 94% of SCHX by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IYE vs SCHX: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYE returned +58.8% to SCHX's +13.1%; 3% of their weight is in the same names.

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Net assets: $1.8bn on Oct 28, 2026 for iShares U.S. Energy ETF, and $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF.

IYE on its own →SCHX on its own →

At a glance

+58.8%

IYE total return, 1 year

+13.1%

SCHX total return, 1 year

0.37%

IYE expense ratio

0.03%

SCHX expense ratio

Pair scorecard

SCHX costs 0.34 points a year less; their one-year returns differ by 45.7 points.

IYE vs SCHX: Differences, Returns & Fees
Measure	IYE	SCHX
Return
Measure	IYE	SCHX
Total return, 1 year	+58.8%	+13.1%
Benchmark
Measure	IYE	SCHX
What it tracks	Russell 1000 Energy RIC 22	Dow Jones U.S. Large-Cap Total Stock Market Index
Cost and size
Measure	IYE	SCHX
Expense ratio	0.37%	0.03%
Net assets, IYE as of Oct 28, 2026 and SCHX as of Aug 31, 2026	$1.8bn	$74.2bn
Holdings
Measure	IYE	SCHX
Holdings in common	3%
Top ten holdings, share of the fund	71.5%	36.0%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, IYE and SCHX hold 3% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

3% in common

Positions both hold · largest shared weight first IYE SCHX

EXXONMOBIL HOLDINGS CORP 23.48% 0.96%

CHEVRON 16.24% 0.56%

CONOCOPHILLIPS 6.74% 0.23%

MARATHON PETROLEUM 4.68% 0.16%

VALERO ENERGY CORP 4.07% 0.15%

PHILLIPS 66 3.97% 0.14%

SLB 3.04% 0.13%

EOG RESOURCES 3.28% 0.11%

KINDER MORGAN 2.59% 0.09%

TARGA RESOURCES 2.52% 0.09%

CHENIERE ENERGY 2.49% 0.09%

ONEOK 2.38% 0.09%

Only in one fund ↓

Only in IYE

WILLIAMS 3.37%

BAKER HUGHES CLASS A 2.29%

NEXTPOWER INC 0.48%

CHORD ENERGY 0.34%

VIPER ENERGY INC CLASS A 0.34%

NOV 0.29%

ANTERO MIDSTREAM 0.28%

MATADOR RESOURCES 0.27%

Only in SCHX

NVIDIA Corp 7.69%

Apple Inc 6.69%

Microsoft Corp 5.42%

Amazon.com Inc 3.66%

Alphabet Inc 2.86%

Broadcom Inc 2.52%

Alphabet Inc 2.28%

Meta Platforms Inc 1.81%

Check overlap with more funds →

Side by side

IYE iShares U.S. Energy ETF SCHX Schwab U.S. Large-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks an index of U.S. Energy Tracks an index of U.S. Large-Cap

Total return, 1 year +58.8% +13.1%

Its benchmark over the same days not measured +13.7% (IVV)

Gap to its benchmark not measured −0.6 pts vs IVV

Expense ratio 0.37% 0.03%

Already in the S&P 500 67.1% 93.6%

Holdings 41 747

Net assets, IYE as of Oct 28, 2026 and SCHX as of Aug 31, 2026 $1.8bn $74.2bn

IYE and SCHX on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IYE

IYE tracks an index of U.S. Energy. Over the year to Oct 28, 2026 it returned +58.8% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 41 positions, with the top ten at 71.5%.

SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% 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, IYE or SCHX?: In the year to Oct 28, 2026, with distributions reinvested, IYE returned +58.8% and SCHX +13.1%.
Which is cheaper, IYE or SCHX?: SCHX is cheaper, by 0.34 percentage points a year. That is about $34 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYE and SCHX overlap with the S&P 500?: By their latest filed holdings, 67% of IYE and 94% of SCHX by weight is stocks the S&P 500 already holds.

Other comparisons

IYE vs VIG IYE vs SCHB IYE vs SPYM IYE vs SPHQ SCHX vs XOP SCHX vs VDE SCHX vs XLE SCHX vs XHB

Where to next

IYE on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →IYE dividend history →IYE holdings →SCHX dividend history →SCHX holdings →Standards and sources →

Sources and dates

IYE filings on SEC EDGAR ↗

IYE prospectus with the expense ratio (SEC) ↗

iShares page for IYE ↗

SCHX filings on SEC EDGAR ↗

SCHX prospectus with the expense ratio (SEC) ↗

Schwab website ↗

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, IYE against SCHX, data as of Oct 28, 2026. https://etfiq.com/compare/any/iye-vs-schx

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