LRGF vs SCHX: Differences, Returns & Fees

LRGF and SCHX hold 65% of their weight in the same names. Net assets: $3.8bn on Oct 9, 2026 for iShares U.S. Equity Factor ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.05 points a year less; their one-year returns differ by 0.1 points; SCHX is far larger, $52.6bn against $2.4bn.

LRGF vs SCHX: Differences, Returns & Fees
LRGFSCHX
Expense ratio0.08%0.03%
Net assets, as of Feb 28, 2025$2.4bn$52.6bn
Total return, 1 year+16.5%+16.6%
What it tracksSTOXX U.S. Equity Factor IndexDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common65%
Top ten holdings, share of the fund35.6%37.3%

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

+16.5%
LRGF total return, 1 year
+16.6%
SCHX total return, 1 year
0.08%
LRGF expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, LRGF and SCHX hold 65% 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

65% in common

Positions both hold, largest shared weight first
Holding LRGF SCHX
NVIDIA 7.58% 7.50%
APPLE 6.76% 6.69%
MICROSOFT 5.35% 4.88%
ALPHABET CLASS C 3.93% 3.23%
AMAZON.COM INC 3.21% 3.87%
BROADCOM INC 2.58% 3.10%
META PLATFORMS CLASS A 2.08% 2.02%
MICRON TECHNOLOGY 1.43% 1.60%
JPMORGAN CHASE & CO 1.44% 1.18%
TESLA INC 1.18% 1.79%
ELI LILLY 1.17% 1.28%
ADVANCED MICRO DEVICES 1.13% 1.23%
Only in LRGF
EXXONMOBIL HOLDINGS CORP 1.00%
GE AEROSPACE 0.76%
AERCAP HOLDINGS 0.57%
TRAVELERS COMPANIES 0.57%
APPLIED MATERIAL INC 0.54%
SPACE EXPLORATION TECHNOLOGIES COR 0.53%
INTERACTIVE BROKERS GROUP INC CLAS 0.35%
MUELLER INDUSTRIES INC 0.34%
Only in SCHX
Exxon Mobil Corp 0.89%
Applied Materials Inc 0.52%
General Electric Co 0.50%
Home Depot Inc/The 0.46%
Texas Instruments Inc 0.41%
McDonald's Corp 0.29%
Boeing Co/The 0.27%
TJX Cos Inc/The 0.25%

Check overlap with more funds →

On the same fields

LRGF
iShares U.S. Equity Factor 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 +16.5% +16.6%
Expense ratio 0.08% 0.03%
Already in the S&P 500 88.8% 94.5%
Holdings 302 748
Net assets, LRGF as of Oct 9, 2026 and SCHX as of May 31, 2026 $3.8bn $72.6bn

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

About LRGF

LRGF tracks an index. Over the year to Oct 9, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 9, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 302 positions, with the top ten at 35.6%.

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, LRGF or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, LRGF returned +16.5% and SCHX +16.6%.
Which is cheaper, LRGF or SCHX?
SCHX is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do LRGF and SCHX overlap with the S&P 500?
By their latest filed holdings, 89% of LRGF and 94% of SCHX by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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