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IYY vs SCHX: Differences, Returns & Fees

IYY and SCHX hold 86% of their weight in the same names. Net assets: $3.1bn on Oct 9, 2026 for iShares Dow Jones U.S. ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.17 points a year less; their one-year returns differ by 0.2 points; SCHX is far larger, $52.6bn against $2.4bn.

IYY vs SCHX: Differences, Returns & Fees
IYYSCHX
Expense ratio0.20%0.03%
Net assets, as of Feb 28, 2025$2.4bn$52.6bn
Total return, 1 year+16.8%+16.6%
What it tracksDow Jones U.S. IndexDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common86%
Top ten holdings, share of the fund36.4%37.3%

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

+16.8%
IYY total return, 1 year
+16.6%
SCHX total return, 1 year
0.20%
IYY expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, IYY and SCHX hold 86% 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

86% in common

Positions both hold, largest shared weight first
Holding IYY SCHX
NVIDIA 7.68% 7.50%
APPLE 6.80% 6.69%
MICROSOFT 5.50% 4.88%
AMAZON.COM INC 3.56% 3.87%
ALPHABET CLASS A 2.86% 3.23%
BROADCOM INC 2.38% 3.10%
ALPHABET CLASS C 2.29% 2.57%
META PLATFORMS CLASS A 2.19% 2.02%
MICRON TECHNOLOGY 1.61% 1.60%
TESLA INC 1.49% 1.79%
ELI LILLY 1.31% 1.28%
BERKSHIRE HATHAWAY INC CLASS B 1.33% 1.27%
Only in IYY
EXXONMOBIL HOLDINGS CORP 0.96%
APPLIED MATERIAL INC 0.56%
GE AEROSPACE 0.44%
TEXAS INSTRUMENT INC 0.36%
SANDISK 0.32%
SPACE EXPLORATION TECHNOLOGIES COR 0.31%
MCDONALDS CORP 0.23%
TJX 0.21%
Only in SCHX
Exxon Mobil Corp 0.89%
Applied Materials Inc 0.52%
General Electric Co 0.50%
Texas Instruments Inc 0.41%
McDonald's Corp 0.29%
TJX Cos Inc/The 0.25%
Prologis Inc 0.20%
Lowe's Cos Inc 0.18%

Check overlap with more funds →

On the same fields

IYY
iShares Dow Jones U.S. 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 +16.8% +16.6%
Expense ratio 0.20% 0.03%
Already in the S&P 500 92.0% 94.5%
Holdings 941 748
Net assets, IYY as of Oct 9, 2026 and SCHX as of May 31, 2026 $3.1bn $72.6bn

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

About IYY

IYY tracks an index. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 941 positions, with the top ten at 36.4%.

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, IYY or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, IYY returned +16.8% and SCHX +16.6%.
Which is cheaper, IYY or SCHX?
SCHX is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYY and SCHX overlap with the S&P 500?
By their latest filed holdings, 92% of IYY and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
IYY vs VVIYY vs VIGIYY vs SCHBIYY vs SPYMSCHX vs SNPEBDYN vs SCHXSCHX vs USCLSCHX vs SPYX
IYY on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
IYY filings on SEC EDGAR ↗IYY prospectus with the expense ratio (SEC) ↗iShares page for IYY ↗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, IYY against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/iyy-vs-schx

Open data

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