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

In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and USXF +20.0%.

Which is cheaper, SCHX or USXF?

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 USXF overlap with the S&P 500?

By their latest filed holdings, 94% of SCHX and 96% of USXF by weight is stocks the S&P 500 already holds.

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SCHX vs USXF: Differences, Returns & Fees

SCHX and USXF hold 36% of their weight in the same names, and USXF returned +20.0% over the year. Net assets: $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF, and $1.5bn on Oct 9, 2026 for iShares ESG Advanced MSCI USA ETF.

SCHX costs 0.07 points a year less; their one-year returns differ by 3.4 points; SCHX is far larger, $52.6bn against $1.3bn.

	SCHX	USXF
Expense ratio	0.03%	0.10%
Net assets, as of Feb 28, 2025	$52.6bn	$1.3bn
Total return, 1 year	+16.6%	+20.0%
What it tracks	Dow Jones U.S. Large-Cap Total Stock Market Index	MSCI USA Choice ESG Screened Index
Holdings in common	36%
Top ten holdings, share of the fund	37.3%	39.0%

Holdings in common uses holdings dated May 31, 2026 and Oct 8, 2026.

+16.6%

SCHX total return, 1 year

+20.0%

USXF total return, 1 year

0.03%

SCHX expense ratio

0.10%

USXF expense ratio

What they hold in common

By the books each fund has filed, SCHX and USXF hold 36% 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 8, 2026.

50%

half

36% in common

Positions both hold, largest shared weight first

Holding SCHX USXF

NVIDIA Corp 7.50% 13.09%

Broadcom Inc 3.10% 6.37%

Micron Technology Inc 1.60% 4.58%

Advanced Micro Devices Inc 1.23% 3.96%

Visa Inc 0.80% 2.44%

Intel Corp 0.79% 1.84%

Cisco Systems Inc 0.70% 1.77%

Mastercard Inc 0.59% 1.82%

Lam Research Corp 0.58% 1.57%

Oracle Corp 0.56% 0.92%

Home Depot Inc/The 0.46% 1.15%

QUALCOMM Inc 0.39% 0.73%

Only in SCHX

Apple Inc 6.69%

Microsoft Corp 4.88%

Amazon.com Inc 3.87%

Alphabet Inc 3.23%

Alphabet Inc 2.57%

Meta Platforms Inc 2.02%

Tesla Inc 1.79%

Eli Lilly & Co 1.28%

Only in USXF

APPLIED MATERIAL INC 1.58%

TEXAS INSTRUMENT INC 1.03%

TJX 0.60%

PROLOGIS REIT 0.47%

LOWES COMPANIES INC 0.41%

EQUINIX REIT 0.39%

MARSH 0.33%

MERCADOLIBRE 0.33%

Check overlap with more funds →

On the same fields

SCHX

Schwab U.S. Large-Cap ETF

USXF

iShares ESG Advanced MSCI USA ETF

Where it sits Stock ETF Stock ETF

Issuer Schwab iShares

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

Total return, 1 year +16.6% +20.0%

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

Gap to the S&P 500 −0.6 pts +2.8 pts

Expense ratio 0.03% 0.10%

Already in the S&P 500 94.5% 95.6%

Holdings 748 283

Net assets, SCHX as of May 31, 2026 and USXF as of Oct 9, 2026 $72.6bn $1.5bn

SCHX and USXF 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%.

USXF in plain words

USXF tracks an index. Over the year to Oct 9, 2026 it returned +20.0% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 8, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 283 positions, with the top ten at 39.0%.

Questions people ask

Which returned more over the last year, SCHX or USXF?: In the year to Oct 9, 2026, with distributions reinvested, SCHX returned +16.6% and USXF +20.0%.
Which is cheaper, SCHX or USXF?: 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 USXF overlap with the S&P 500?: By their latest filed holdings, 94% of SCHX and 96% of USXF by weight is stocks the S&P 500 already holds.

Other comparisons

FQAL vs SCHX SCHX vs STXF DSPY vs SCHX EFIV vs SCHX SPYM vs USXF DGRW vs USXF USXF vs VTI SPY vs USXF

SCHX on its own →USXF 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 ↗USXF filings on SEC EDGAR ↗USXF prospectus with the expense ratio (SEC) ↗iShares page for USXF ↗

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 USXF, data as of Oct 9, 2026. https://etfiq.com/compare/any/schx-vs-usxf

Open data

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