SCHX vs SUSL: Differences, Returns & Fees

SCHX and SUSL hold 46% of their weight in the same names, and SUSL returned +18.9% over the year. Net assets: $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF, and $1.2bn on Oct 9, 2026 for iShares ESG MSCI USA Leaders ETF.

SCHX costs 0.07 points a year less; their one-year returns differ by 2.3 points; SCHX is far larger, $52.6bn against $976m.

SCHX vs SUSL: Differences, Returns & Fees
SCHXSUSL
Expense ratio0.03%0.10%
Net assets, as of Feb 28, 2025$52.6bn$976m
Total return, 1 year+16.6%+18.9%
What it tracksDow Jones U.S. Large-Cap Total Stock Market IndexMSCI USA Extended ESG Leaders Index
Holdings in common46%
Top ten holdings, share of the fund37.3%49.6%

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

+16.6%
SCHX total return, 1 year
+18.9%
SUSL total return, 1 year
0.03%
SCHX expense ratio
0.10%
SUSL expense ratio

What they hold in common

By the books each fund has filed, SCHX and SUSL hold 46% 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

46% in common

Positions both hold, largest shared weight first
Holding SCHX SUSL
NVIDIA Corp 7.50% 14.94%
Microsoft Corp 4.88% 10.70%
Alphabet Inc 3.23% 5.85%
Alphabet Inc 2.57% 4.61%
Tesla Inc 1.79% 3.10%
Eli Lilly & Co 1.28% 2.68%
Advanced Micro Devices Inc 1.23% 2.81%
Visa Inc 0.80% 1.81%
Johnson & Johnson 0.79% 1.78%
Costco Wholesale Corp 0.62% 1.19%
Caterpillar Inc 0.60% 1.04%
Mastercard Inc 0.59% 1.35%
Only in SCHX
Apple Inc 6.69%
Amazon.com Inc 3.87%
Broadcom Inc 3.10%
Meta Platforms Inc 2.02%
Micron Technology Inc 1.60%
Berkshire Hathaway Inc 1.27%
JPMorgan Chase & Co 1.18%
Exxon Mobil Corp 0.89%
Only in SUSL
APPLIED MATERIAL INC 1.14%
GE AEROSPACE 0.91%
MCDONALDS CORP 0.47%
TJX 0.43%
PROLOGIS REIT 0.34%
LOWES COMPANIES INC 0.30%
EQUINIX REIT 0.29%
AMERICAN TOWER REIT 0.24%

Check overlap with more funds →

On the same fields

SCHX
Schwab U.S. Large-Cap ETF
SUSL
iShares ESG MSCI USA Leaders ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of U.S. Large-Cap Tracks an index
Total return, 1 year +16.6% +18.9%
Expense ratio 0.03% 0.10%
Already in the S&P 500 94.5% 98.4%
Holdings 748 251
Net assets, SCHX as of May 31, 2026 and SUSL as of Oct 9, 2026 $72.6bn $1.2bn

SCHX and SUSL 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 SUSL

SUSL tracks an index. Over the year to Oct 9, 2026 it returned +18.9% with distributions reinvested. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 9, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 251 positions, with the top ten at 49.6%.

Questions people ask

Which returned more over the last year, SCHX or SUSL?
In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and SUSL +18.9%.
Which is cheaper, SCHX or SUSL?
SCHX is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SCHX and SUSL overlap with the S&P 500?
By their latest filed holdings, 94% of SCHX and 98% of SUSL by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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