IYZ vs SCHX: Differences, Returns & Fees

IYZ and SCHX hold 2% of their weight in the same names, and IYZ returned +31.6% over the year. Net assets: $1.1bn on Oct 9, 2026 for iShares U.S. Telecommunications ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.34 points a year less; their one-year returns differ by 15.0 points; SCHX is far larger, $52.6bn against $605m.

IYZ vs SCHX: Differences, Returns & Fees
IYZSCHX
Expense ratio0.37%0.03%
Net assets, as of Feb 28, 2025$605m$52.6bn
Total return, 1 year+31.6%+16.6%
What it tracksRussell 1000 Telecommunications RIC 22Dow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common2%
Top ten holdings, share of the fund71.3%37.3%
Below its high6.4%, high on Jun 2, 2026

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

+31.6%
IYZ total return, 1 year
+16.6%
SCHX total return, 1 year
0.37%
IYZ expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, IYZ and SCHX hold 2% 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

2% in common

Positions both hold, largest shared weight first
Holding IYZ SCHX
CISCO SYSTEMS INC 24.08% 0.70%
VERIZON COMMUNICATIONS INC 9.46% 0.29%
AT&T 3.93% 0.25%
ARISTA NETWORKS 12.31% 0.24%
COMCAST CLASS A 2.98% 0.13%
T MOBILE US INC 2.96% 0.13%
CIENA 4.12% 0.12%
MOTOROLA SOLUTIONS INC 3.30% 0.10%
AST SPACEMOBILE CLASS A 2.24% 0.04%
ROKU CLASS A 2.79% 0.03%
CHARTER COMMUNICATIONS CLASS A 2.10% 0.02%
UBIQUITI 3.27% 0.00%
Only in IYZ
SPACE EXPLORATION TECHNOLOGIES COR 3.94%
LUMENTUM HOLDINGS 3.82%
VIAVI SOLUTIONS 3.10%
ECHOSTAR CLASS A 2.81%
APPLIED OPTOELECTRONICS 2.69%
GLOBALSTAR VOTING 2.68%
IRIDIUM COMMUNICATIONS 2.64%
MILLICOM INTERNATIONAL CELLULAR 2.26%
Only in SCHX
NVIDIA Corp 7.50%
Apple Inc 6.69%
Microsoft Corp 4.88%
Amazon.com Inc 3.87%
Alphabet Inc 3.23%
Broadcom Inc 3.10%
Alphabet Inc 2.57%
Meta Platforms Inc 2.02%

Check overlap with more funds →

On the same fields

IYZ
iShares U.S. Telecommunications ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks an index of U.S. Large-Cap
Total return, 1 year +31.6% +16.6%
Expense ratio 0.37% 0.03%
Already in the S&P 500 71.2% 94.5%
Holdings 23 748
Net assets, IYZ as of Oct 9, 2026 and SCHX as of May 31, 2026 $1.1bn $72.6bn

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

About IYZ

IYZ tracks an index. Over the year to Oct 9, 2026 it returned +31.6% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 9, 2026, 71% of the fund by weight is stocks the S&P 500 also holds, across 23 positions, with the top ten at 71.3%. It sat 6.4% below its high of Jun 2, 2026 on Oct 9, 2026.

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, IYZ or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, IYZ returned +31.6% and SCHX +16.6%.
Which is cheaper, IYZ 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 IYZ and SCHX overlap with the S&P 500?
By their latest filed holdings, 71% of IYZ and 94% of SCHX by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

ETFIQ, IYZ against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/iyz-vs-schx

Open data

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