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Data as of Oct 28, 2026.

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SCHX vs VO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SCHX returned +13.1% to VO's +12.8%; 16% of their weight is in the same names.

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Net assets: $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF, and $103.4bn on Sep 30, 2026 for Vanguard Morningstar Mid-Cap ETF.

SCHX on its own →VO on its own →
At a glance
+13.1%
SCHX total return, 1 year
+12.8%
VO total return, 1 year
0.03%
SCHX expense ratio
0.03%
VO expense ratio

Pair scorecard

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

Points (pts) are percentage points.

SCHX vs VO: Differences, Returns & Fees
MeasureSCHXVO
Return
Total return, 1 year+13.1%+12.8%
Drawdown
Below its high3.1%, high on Aug 14, 2026
Benchmark
What it tracksDow Jones U.S. Large-Cap Total Stock Market IndexMorningstar US Mid Cap Index (formerly CRSP US Mid Cap Index)
Cost and size
Expense ratio0.03%0.03%
Net assets, SCHX as of Aug 31, 2026 and VO as of Sep 30, 2026$74.2bn$103.4bn
Holdings
Holdings in common16%
Top ten holdings, share of the fund36.0%9.7%

Holdings in common uses holdings dated Aug 31, 2026 and Sep 30, 2026. Method

What they share

16%

By the books each fund has filed, SCHX and VO hold 16% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Sep 30, 2026.

0 half 100%

half

16% in common

Positions both hold · largest shared weight first SCHX VO
Newmont Corp 0.19% 0.60%
Snowflake Inc 0.17% 0.55%
Marathon Petroleum Corp 0.16% 1.10%
Fortinet Inc 0.15% 0.55%
Valero Energy Corp 0.15% 1.10%
Vertiv Holdings Co 0.14% 0.92%
Phillips 66 0.14% 1.01%
Howmet Aerospace Inc 0.14% 0.89%
Cloudflare Inc 0.14% 1.11%
Williams Cos Inc 0.13% 0.41%
Quanta Services Inc 0.13% 0.95%
SLB Ltd 0.13% 0.71%
Only in one fund ↓
Only in SCHX
NVIDIA Corp 7.69%
Apple Inc 6.69%
Microsoft Corp 5.42%
Amazon.com Inc 3.66%
Alphabet Inc 2.86%
Broadcom Inc 2.52%
Alphabet Inc 2.28%
Meta Platforms Inc 1.81%
Only in VO
Lumentum Holdings Inc 0.86%
ONEOK Inc 0.53%
Waste Connections Inc 0.38%
Rocket Cos Inc 0.22%
HEICO Corp 0.17%
MKTLIQ 0.17%
SLCMT1142 0.12%
Fox Corp 0.07%
Check overlap with more funds →

Side by side

SCHX Schwab U.S. Large-Cap ETF VO Vanguard Morningstar Mid-Cap ETF
Where it sits Stock ETF Stock ETF
Issuer Schwab Vanguard
What it is Tracks an index of U.S. Large-Cap Tracks an index of Mid-Cap
Total return, 1 year +13.1% +12.8%
Its benchmark over the same days +13.7% (IVV) not measured
Gap to its benchmark −0.6 pts vs IVV not measured
Expense ratio 0.03% 0.03%
Already in the S&P 500 93.6% 91.1%
Holdings 747 273
Net assets, SCHX as of Aug 31, 2026 and VO as of Sep 30, 2026 $74.2bn $103.4bn

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

Client brief · page 1 of 2 Report BR-D09E48B5D8

SCHX and VO do different jobs. What does each one do in a portfolio?

  1. What each follows. SCHX follows Dow Jones U.S. Large-Cap Total Stock Market Index and VO follows Morningstar US Mid Cap Index (formerly CRSP US Mid Cap Index).
  2. Holdings in common. 16% of the weight is in the same securities (holdings dated Aug 31, 2026 and Sep 30, 2026).
  3. One-year total return (similar). Over 1 year to Oct 28, 2026 SCHX returned +13.1% and VO +12.8% with distributions reinvested, a gap of 0.3 points.

Data as of Oct 28, 2026.

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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%.

VO

VO tracks an index of Mid-Cap. Over the year to Oct 28, 2026 it returned +12.8% with distributions reinvested. By its holdings published by its issuer as of Sep 30, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 273 positions, with the top ten at 9.7%. It sat 3.1% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, SCHX or VO?
In the year to Oct 28, 2026, with distributions reinvested, SCHX returned +13.1% and VO +12.8%.
Which is cheaper, SCHX or VO?
Neither: SCHX and VO both charge 0.03% a year. Fees come from each fund's prospectus.
How much do SCHX and VO overlap with the S&P 500?
By their latest filed holdings, 94% of SCHX and 91% of VO by weight is stocks the S&P 500 already holds.
Other comparisons
IJH vs SCHXSCHX vs VXFMDY vs SCHXFTGS vs SCHXSPYM vs VOVO vs VTISPY vs VOIVV vs VO
Where to next
SCHX on its own →VO on its own →Hold both: look the portfolio through →Rankings →SCHX dividend history →SCHX holdings →VO dividend history →VO holdings →Standards and sources →
Sources and dates
SCHX filings on SEC EDGAR ↗
SCHX prospectus with the expense ratio (SEC) ↗
Schwab website ↗
VO filings on SEC EDGAR ↗
VO prospectus with the expense ratio (SEC) ↗
Vanguard page for VO ↗

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.

Cite this pageCitation, APA and Markdown

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

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