RECS vs SCHX: Differences, Returns & Fees

RECS and SCHX hold 37% of their weight in the same names, and SCHX returned +16.6% over the year. Net assets: $5.8bn on Jul 31, 2026 for Columbia Research Enhanced Core ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.12 points a year less; their one-year returns differ by 1.8 points.

RECS vs SCHX: Differences, Returns & Fees
RECSSCHX
Expense ratio0.15%0.03%
Net assets, RECS as of Jul 31, 2026 and SCHX as of May 31, 2026$5.8bn$72.6bn
Total return, 1 year+14.8%+16.6%
What it tracksBeta Advantage Research Enhanced U.S. Equity IndexDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common37%
Top ten holdings, share of the fund40.4%37.3%

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

+14.8%
RECS total return, 1 year
+16.6%
SCHX total return, 1 year
0.15%
RECS expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, RECS and SCHX hold 37% 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 Jul 31, 2026.

half

37% in common

Positions both hold, largest shared weight first
Holding RECS SCHX
NVIDIA Corp 11.41% 7.50%
Apple Inc 11.50% 6.69%
Meta Platforms Inc 4.17% 2.02%
Micron Technology Inc 1.99% 1.60%
Cisco Systems Inc 1.12% 0.70%
Mastercard Inc 2.46% 0.59%
Lam Research Corp 0.74% 0.58%
AbbVie Inc 0.64% 0.56%
Palantir Technologies Inc 0.71% 0.52%
Applied Materials Inc 0.78% 0.52%
Bank of America Corp 2.09% 0.50%
Chevron Corp 1.52% 0.50%
Only in RECS
State Street Communication Services Select Sector SPDR ETF 1.85%
Vanguard Communication Services ETF 1.79%
Sandisk Corp 0.34%
Restaurant Brands International Inc 0.24%
Anglogold Ashanti Plc 0.21%
Fidelity MSCI Communication Services Index ETF 0.15%
Five Below Inc 0.11%
Mueller Industries Inc 0.10%
Only in SCHX
Microsoft Corp 4.88%
Amazon.com Inc 3.87%
Alphabet Inc 3.23%
Broadcom Inc 3.10%
Alphabet Inc 2.57%
Tesla Inc 1.79%
Eli Lilly & Co 1.28%
Berkshire Hathaway Inc 1.27%

Check overlap with more funds →

On the same fields

RECS
Columbia Research Enhanced Core 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 +14.8% +16.6%
Expense ratio 0.15% 0.03%
Already in the S&P 500 86.1% 94.5%
Holdings 356 748
Net assets, RECS as of Jul 31, 2026 and SCHX as of May 31, 2026 $5.8bn $72.6bn

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

About RECS

RECS tracks an index. Over the year to Oct 9, 2026 it returned +14.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jul 31, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 356 positions, with the top ten at 40.4%.

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, RECS or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, RECS returned +14.8% and SCHX +16.6%.
Which is cheaper, RECS or SCHX?
SCHX is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RECS and SCHX overlap with the S&P 500?
By their latest filed holdings, 86% of RECS and 94% of SCHX by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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