Data as of Oct 28, 2026.
SCHB vs XLG: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHB returned +13.4% to XLG's +6.4%; 56% of their weight is in the same names.
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Net assets: $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF, and $11.9bn on Oct 27, 2026 for Invesco S&P 500 Top 50 ETF.
Pair scorecard
SCHB costs 0.17 points a year less; their one-year returns differ by 7.0 points.
| Measure | SCHB | XLG |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.4% | +6.4% |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Broad Stock Market Index | S&P 500 Top 50 Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.20% |
| Net assets, SCHB as of Aug 31, 2026 and XLG as of Oct 27, 2026 | $44.6bn | $11.9bn |
| Holdings | ||
| Holdings in common | 56% | |
| Top ten holdings, share of the fund | 33.7% | 60.3% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, SCHB and XLG hold 56% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
56% in common
Only in one fund ↓
Side by side
SCHB and XLG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SCHB and XLG are built for the same job. How do they differ in cost, holdings and results?
- What each follows. SCHB follows Dow Jones U.S. Broad Stock Market Index and XLG follows S&P 500 Top 50 Index.
- One-year total return. Over 1 year to Oct 28, 2026 SCHB returned +13.4% and XLG +6.4% with distributions reinvested, a gap of 7.0 points.
- Number of holdings. SCHB holds 2,372 positions and XLG holds 53.
Data as of Oct 28, 2026.
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SCHB
SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.
XLG
XLG tracks the S&P 500 top 50. Over the year to Oct 28, 2026 it returned +6.4% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 27, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 53 positions, with the top ten at 60.3%.
Questions people ask
- Which returned more over the last year, SCHB or XLG?
- In the year to Oct 28, 2026, with distributions reinvested, SCHB returned +13.4% and XLG +6.4%.
- Which is cheaper, SCHB or XLG?
- SCHB 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.
Links are sources, not endorsements. 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.
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ETFIQ, SCHB against XLG, data as of Oct 28, 2026. https://etfiq.com/compare/any/schb-vs-xlg
ETFIQ. (Oct 28, 2026). SCHB against XLG. Retrieved from https://etfiq.com/compare/any/schb-vs-xlg
[SCHB against XLG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/schb-vs-xlg)
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