Which returned more over the last year, SCHX or SPUS?

In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and SPUS +21.9%.

Which is cheaper, SCHX or SPUS?

SCHX is cheaper, by 0.42 percentage points a year. That is about $42 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do SCHX and SPUS overlap with the S&P 500?

By their latest filed holdings, 94% of SCHX and 100% of SPUS by weight is stocks the S&P 500 already holds.

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SCHX vs SPUS: Differences, Returns & Fees

SCHX and SPUS hold 55% of their weight in the same names, and SPUS returned +21.9% over the year. Net assets on May 31, 2026: $72.6bn for Schwab U.S. Large-Cap ETF and $2.7bn for SP Funds S&P 500 Sharia Industry Exclusions ETF.

SCHX costs 0.42 points a year less; their one-year returns differ by 5.3 points; SCHX is far larger, $72.6bn against $2.7bn.

	SCHX	SPUS
Expense ratio	0.03%	0.45%
Net assets, as of May 31, 2026	$72.6bn	$2.7bn
Total return, 1 year	+16.6%	+21.9%
What it tracks	Dow Jones U.S. Large-Cap Total Stock Market Index	not read by ETFIQ
Holdings in common	55%
Top ten holdings, share of the fund	37.3%	57.9%

Holdings in common uses holdings dated May 31, 2026.

+16.6%

SCHX total return, 1 year

+21.9%

SPUS total return, 1 year

0.03%

SCHX expense ratio

0.45%

SPUS expense ratio

What they hold in common

By the books each fund has filed, SCHX and SPUS hold 55% 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.

50%

half

55% in common

Positions both hold, largest shared weight first

Holding SCHX SPUS

NVIDIA Corp 7.50% 13.51%

Apple Inc 6.69% 12.06%

Microsoft Corp 4.88% 8.80%

Alphabet Inc 3.23% 5.83%

Broadcom Inc 3.10% 5.58%

Tesla Inc 1.79% 3.21%

Micron Technology Inc 1.60% 2.86%

Eli Lilly & Co 1.28% 2.29%

Advanced Micro Devices Inc 1.23% 2.20%

Exxon Mobil Corp 0.89% 1.59%

Johnson & Johnson 0.79% 1.42%

Cisco Systems Inc 0.70% 1.25%

Only in SCHX

Amazon.com Inc 3.87%

Alphabet Inc 2.57%

Meta Platforms Inc 2.02%

Berkshire Hathaway Inc 1.27%

JPMorgan Chase & Co 1.18%

Visa Inc 0.80%

Intel Corp 0.79%

Walmart Inc 0.74%

Only in SPUS

Sandisk Corp/DE 0.62%

Check overlap with more funds →

On the same fields

SCHX

Schwab U.S. Large-Cap ETF

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

Where it sits Stock ETF Stock ETF

Issuer Schwab SP Funds

What it is Tracks an index of U.S. Large-Cap Tracks an index

Total return, 1 year +16.6% +21.9%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −0.6 pts +4.6 pts

Expense ratio 0.03% 0.45%

Already in the S&P 500 94.5% 99.7%

Holdings 748 213

Net assets, as of May 31, 2026 $72.6bn $2.7bn

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

SCHX in plain words

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested, against +17.3% for the S&P 500. 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%.

SPUS in plain words

SPUS tracks an index. Over the year to Oct 9, 2026 it returned +21.9% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.45% a year. By its holdings filed for May 31, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 213 positions, with the top ten at 57.9%.

Questions people ask

Which returned more over the last year, SCHX or SPUS?: In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and SPUS +21.9%.
Which is cheaper, SCHX or SPUS?: SCHX is cheaper, by 0.42 percentage points a year. That is about $42 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SCHX and SPUS overlap with the S&P 500?: By their latest filed holdings, 94% of SCHX and 100% of SPUS by weight is stocks the S&P 500 already holds.

Other comparisons

BLCR vs SCHX SCHX vs VIG SCHX vs SPYM SCHX vs VTI ITOT vs SPUS SPUS vs VIG SPUS vs SPYM SPHQ vs SPUS

SCHX on its own →SPUS on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

SCHX filings on SEC EDGAR ↗SCHX prospectus with the expense ratio (SEC) ↗Schwab website ↗SPUS filings on SEC EDGAR ↗SPUS prospectus with the expense ratio (SEC) ↗SP Funds website ↗

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

Open data

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