SCHX vs SUSA: Differences, Returns & Fees
SCHX and SUSA hold 56% of their weight in the same names, and SUSA returned +17.6% over the year. Net assets: $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF, and $4.1bn on Oct 9, 2026 for iShares ESG Optimized MSCI USA ETF.
SCHX costs 0.22 points a year less; their one-year returns differ by 1.0 point; SCHX is 13.8 times larger.
| SCHX | SUSA | |
|---|---|---|
| Expense ratio | 0.03% | 0.25% |
| Net assets, as of Feb 28, 2025 | $52.6bn | $3.8bn |
| Total return, 1 year | +16.6% | +17.6% |
| What it tracks | Dow Jones U.S. Large-Cap Total Stock Market Index | MSCI USA Extended ESG Select Index |
| Holdings in common | 56% | |
| Top ten holdings, share of the fund | 37.3% | 32.7% |
Holdings in common uses holdings dated May 31, 2026 and Oct 9, 2026.
What they hold in common
By the books each fund has filed, SCHX and SUSA hold 56% 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
56% in common
On the same fields
SCHX and SUSA on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
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%.
About SUSA
SUSA tracks an index. Over the year to Oct 9, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 204 positions, with the top ten at 32.7%.
Questions people ask
- Which returned more over the last year, SCHX or SUSA?
- In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and SUSA +17.6%.
- Which is cheaper, SCHX or SUSA?
- SCHX is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
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ETFIQ, SCHX against SUSA, data as of Oct 9, 2026. https://etfiq.com/compare/any/schx-vs-susa
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