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

In the year to Oct 28, 2026, with distributions reinvested, SCHX returned +13.1% and URTH +13.1%.

Which is cheaper, SCHX or URTH?

SCHX is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 94% of SCHX and 69% of URTH by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

SCHX vs URTH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SCHX and URTH finished level, +13.1% against +13.1%, and they share 68% of their weight.

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Net assets: $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF, and $8.9bn on Oct 28, 2026 for iShares MSCI World ETF.

SCHX on its own →URTH on its own →

At a glance

+13.1%

SCHX total return, 1 year

+13.1%

URTH total return, 1 year

0.03%

SCHX expense ratio

0.24%

URTH expense ratio

Pair scorecard

SCHX costs 0.21 points a year less; both returned +13.1% over a year.

SCHX vs URTH: Differences, Returns & Fees
Measure	SCHX	URTH
Return
Measure	SCHX	URTH
Total return, 1 year	+13.1%	+13.1%
Benchmark
Measure	SCHX	URTH
What it tracks	Dow Jones U.S. Large-Cap Total Stock Market Index	MSCI World Index
Cost and size
Measure	SCHX	URTH
Expense ratio	0.03%	0.24%
Net assets, SCHX as of Aug 31, 2026 and URTH as of Oct 28, 2026	$74.2bn	$8.9bn
Holdings
Measure	SCHX	URTH
Holdings in common	68%
Top ten holdings, share of the fund	36.0%	27.2%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

68%

By the books each fund has filed, SCHX and URTH hold 68% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

68% in common

Positions both hold · largest shared weight first SCHX URTH

Apple Inc 6.69% 5.60%

NVIDIA Corp 7.69% 5.50%

Microsoft Corp 5.42% 4.12%

Amazon.com Inc 3.66% 2.69%

Alphabet Inc 2.86% 2.07%

Broadcom Inc 2.52% 1.70%

Alphabet Inc 2.28% 1.62%

Meta Platforms Inc 1.81% 1.49%

Tesla Inc 1.49% 1.28%

Micron Technology Inc 1.56% 1.15%

Eli Lilly & Co 1.32% 1.13%

Advanced Micro Devices Inc 1.10% 1.00%

Only in one fund ↓

Only in SCHX

Applied Materials Inc 0.52%

General Electric Co 0.50%

Texas Instruments Inc 0.34%

McDonald's Corp 0.27%

TJX Cos Inc 0.21%

Prologis Inc 0.19%

Lowe's Cos Inc 0.17%

Equinix Inc 0.15%

Only in URTH

ASML HOLDING 0.70%

ROCHE PS PAR AG 0.37%

APPLIED MATERIAL INC 0.34%

GE AEROSPACE 0.34%

SHELL 0.33%

HSBC HOLDINGS PLC 0.32%

NOVARTIS AG 0.31%

ROYAL BANK OF CANADA 0.31%

Check overlap with more funds →

Side by side

SCHX Schwab U.S. Large-Cap ETF URTH iShares MSCI World ETF

Where it sits Stock ETF Stock ETF

Issuer Schwab iShares

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

Total return, 1 year +13.1% +13.1%

Its benchmark over the same days +13.7% (IVV) +13.4% (ACWI)

Gap to its benchmark −0.6 pts vs IVV −0.3 pts vs ACWI

Expense ratio 0.03% 0.24%

Already in the S&P 500 93.6% 69.1%

Holdings 747 1254

Net assets, SCHX as of Aug 31, 2026 and URTH as of Oct 28, 2026 $74.2bn $8.9bn

SCHX and URTH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.

URTH

URTH tracks the MSCI World. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.4% for its benchmark, the MSCI All Country World Index. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 27, 2026, 69% of the fund by weight is stocks the S&P 500 also holds, across 1,254 positions, with the top ten at 27.2%.

Questions people ask

Which returned more over the last year, SCHX or URTH?: In the year to Oct 28, 2026, with distributions reinvested, SCHX returned +13.1% and URTH +13.1%.
Which is cheaper, SCHX or URTH?: SCHX is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SCHX and URTH overlap with the S&P 500?: By their latest filed holdings, 94% of SCHX and 69% of URTH by weight is stocks the S&P 500 already holds.

Other comparisons

ACWI vs SCHX SCHX vs VT AVDV vs SCHX FXI vs SCHX URTH vs VOO ITOT vs URTH URTH vs VIG DIA vs URTH

Where to next

SCHX on its own →URTH on its own →Hold both: look the portfolio through →Rankings →SCHX dividend history →SCHX holdings →URTH dividend history →URTH holdings →Standards and sources →

Sources and dates

SCHX filings on SEC EDGAR ↗

SCHX prospectus with the expense ratio (SEC) ↗

Schwab website ↗

URTH filings on SEC EDGAR ↗

URTH prospectus with the expense ratio (SEC) ↗

iShares page for URTH ↗

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, SCHX against URTH, data as of Oct 28, 2026. https://etfiq.com/compare/any/schx-vs-urth

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