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

In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and USPX +16.9%.

Which is cheaper, SCHX or USPX?

Neither: SCHX and USPX both charge 0.03% a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 94% of SCHX and 98% of USPX by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

SCHX vs USPX: Differences, Returns & Fees

SCHX and USPX hold 92% of their weight in the same names. Net assets: $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF, and $2.1bn on Oct 9, 2026 for Franklin U.S. Equity Index ETF.

Both cost 0.03% a year; their one-year returns differ by 0.3 points.

Points (pts) are percentage points.

SCHX vs USPX: Differences, Returns & Fees
	SCHX	USPX
Expense ratio	0.03%	0.03%
Net assets, SCHX as of May 31, 2026 and USPX as of Oct 9, 2026	$72.6bn	$2.1bn
Total return, 1 year	+16.6%	+16.9%
What it tracks	Dow Jones U.S. Large-Cap Total Stock Market Index	Linked Morningstar US Target Market Exposure Index ††
Holdings in common	92%
Top ten holdings, share of the fund	37.3%	36.2%

Holdings in common uses holdings dated May 31, 2026 and Jun 30, 2026.

+16.6%

SCHX total return, 1 year

+16.9%

USPX total return, 1 year

0.03%

SCHX expense ratio

0.03%

USPX expense ratio

What they hold in common

By the books each fund has filed, SCHX and USPX hold 92% 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 Jun 30, 2026.

50%

half

92% in common

Positions both hold, largest shared weight first

Holding SCHX USPX

NVIDIA Corp 7.50% 7.29%

Apple Inc 6.69% 6.59%

Microsoft Corp 4.88% 4.31%

Amazon.com Inc 3.87% 3.64%

Alphabet Inc 3.23% 3.25%

Broadcom Inc 3.10% 2.73%

Alphabet Inc 2.57% 2.59%

Meta Platforms Inc 2.02% 1.92%

Tesla Inc 1.79% 1.84%

Micron Technology Inc 1.60% 2.02%

Eli Lilly & Co 1.28% 1.50%

Berkshire Hathaway Inc 1.27% 1.44%

Only in SCHX

Honeywell International Inc 0.22%

Cboe Global Markets Inc 0.05%

Qnity Electronics Inc 0.05%

Natera Inc 0.04%

Tapestry Inc 0.04%

AST SpaceMobile Inc 0.04%

Amrize Ltd 0.04%

Casey's General Stores Inc 0.04%

Only in USPX

SANDISK CORP 0.49%

MERCADOLIBRE INC 0.12%

HONEYWELL INTERNATIONAL INC 0.11%

HONEYWELL AEROSPACE INC 0.11%

LUMENTUM HOLDINGS INC 0.10%

SUNBELT RENTALS HOLDINGS INC 0.05%

HEICO CORP 0.03%

DUPONT DE NEMOURS INC 0.03%

Check overlap with more funds →

On the same fields

SCHX

Schwab U.S. Large-Cap ETF

USPX

Franklin U.S. Equity Index ETF

Where it sits Stock ETF Stock ETF

Issuer Schwab Franklin

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

Total return, 1 year +16.6% +16.9%

Its benchmark over the same days not published +16.9% (BBUS)

Gap to its benchmark not available 0.0 pts vs BBUS

Expense ratio 0.03% 0.03%

Already in the S&P 500 94.5% 97.9%

Holdings 748 468

Net assets, SCHX as of May 31, 2026 and USPX as of Oct 9, 2026 $72.6bn $2.1bn

SCHX and USPX 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 USPX

USPX tracks an index. Over the year to Oct 9, 2026 it returned +16.9% with distributions reinvested, against +16.9% for its benchmark, the Linked Morningstar US Target Market Exposure Index ††. By its holdings filed for Jun 30, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 468 positions, with the top ten at 36.2%.

Questions people ask

Which returned more over the last year, SCHX or USPX?: In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and USPX +16.9%.
Which is cheaper, SCHX or USPX?: Neither: SCHX and USPX both charge 0.03% a year. Fees come from each fund's prospectus.
How much do SCHX and USPX overlap with the S&P 500?: By their latest filed holdings, 94% of SCHX and 98% of USPX by weight is stocks the S&P 500 already holds.

Other comparisons

BAFE vs SCHX EPS vs SCHX DFAL vs SCHX SCHX vs SEIM USPX vs VIG SPYM vs USPX DGRW vs USPX USPX vs VTI

SCHX on its own →USPX 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 ↗USPX filings on SEC EDGAR ↗USPX prospectus with the expense ratio (SEC) ↗Franklin 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 USPX, data as of Oct 9, 2026. https://etfiq.com/compare/any/schx-vs-uspx

Open data

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