LRGC vs SCHX: Differences, Returns & Fees

LRGC and SCHX hold 45% of their weight in the same names, and SCHX returned +16.6% over the year. Net assets: $1.4bn on Oct 8, 2026 for AB US Large Cap Strategic Equities ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.36 points a year less; their one-year returns differ by 3.2 points; SCHX is far larger, $72.6bn against $1.3bn.

LRGC vs SCHX: Differences, Returns & Fees
LRGCSCHX
Expense ratio0.39%0.03%
Net assets, as of May 31, 2026$1.3bn$72.6bn
Total return, 1 year+13.4%+16.6%
What it tracksNo index, actively managedDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common45%
Top ten holdings, share of the fund45.1%37.3%

Holdings in common uses holdings dated May 31, 2026.

+13.4%
LRGC total return, 1 year
+16.6%
SCHX total return, 1 year
0.39%
LRGC expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, LRGC and SCHX hold 45% 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.

half

45% in common

Positions both hold, largest shared weight first
Holding LRGC SCHX
NVIDIA Corp 8.16% 7.50%
Apple Inc 5.52% 6.69%
Microsoft Corp 6.08% 4.88%
Amazon.com Inc 5.15% 3.87%
Broadcom Inc 3.97% 3.10%
Alphabet Inc 6.86% 2.57%
Meta Platforms Inc 3.21% 2.02%
Eli Lilly & Co 0.89% 1.28%
Exxon Mobil Corp 1.42% 0.89%
Visa Inc 2.93% 0.80%
Intel Corp 0.79% 0.79%
Cisco Systems Inc 1.26% 0.70%
Only in LRGC
Taiwan Semiconductor Manufacturing Co Ltd 1.50%
ASML Holding NV 0.65%
BAE Systems PLC 0.65%
Hyatt Hotels Corp 0.61%
Airbus SE 0.55%
Eagle Materials Inc 0.47%
Only in SCHX
Alphabet Inc 3.23%
Tesla Inc 1.79%
Berkshire Hathaway Inc 1.27%
Advanced Micro Devices Inc 1.23%
JPMorgan Chase & Co 1.18%
Johnson & Johnson 0.79%
Costco Wholesale Corp 0.62%
Caterpillar Inc 0.60%

Check overlap with more funds →

On the same fields

LRGC
AB US Large Cap Strategic Equities ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sits Stock ETF Stock ETF
What it is Actively managed Tracks an index of U.S. Large-Cap
Total return, 1 year +13.4% +16.6%
Its benchmark over the same days +17.3% (VOO) not published
Gap to its benchmark −3.9 pts vs VOO not available
Expense ratio 0.39% 0.03%
Already in the S&P 500 93.8% 94.5%
Holdings 69 748
Net assets, LRGC as of Oct 8, 2026 and SCHX as of May 31, 2026 $1.4bn $72.6bn

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

About LRGC

LRGC is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.4% with distributions reinvested, against +17.3% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.39% 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 69 positions, with the top ten at 45.1%.

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, LRGC or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, LRGC returned +13.4% and SCHX +16.6%.
Which is cheaper, LRGC or SCHX?
SCHX is cheaper, by 0.36 percentage points a year. That is about $36 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do LRGC and SCHX overlap with the S&P 500?
By their latest filed holdings, 94% of LRGC and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
Where these figures came from

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

Open data

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