Data as of Oct 28, 2026.
SCHX vs VOE: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHX returned +13.1% to VOE's +22.8%; 10% 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 $22.8bn on Sep 30, 2026 for Vanguard Morningstar Mid-Cap Value ETF.
Pair scorecard
SCHX costs 0.02 points a year less; their one-year returns differ by 9.7 points.
| Measure | SCHX | VOE |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.1% | +22.8% |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Large-Cap Total Stock Market Index | Morningstar US Mid Cap Value Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.05% |
| Net assets, SCHX as of Aug 31, 2026 and VOE as of Sep 30, 2026 | $74.2bn | $22.8bn |
| Holdings | ||
| Holdings in common | 10% | |
| Top ten holdings, share of the fund | 36.0% | 14.0% |
Holdings in common uses holdings dated Aug 31, 2026 and Sep 30, 2026. Method
What they share
By the books each fund has filed, SCHX and VOE hold 10% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Sep 30, 2026.
half
10% in common
Only in one fund ↓
Side by side
SCHX and VOE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SCHX and VOE do different jobs. What does each one do in a portfolio?
- What each follows. SCHX follows Dow Jones U.S. Large-Cap Total Stock Market Index and VOE follows Morningstar US Mid Cap Value Index.
- Holdings in common. 10% of the weight is in the same securities (holdings dated Aug 31, 2026 and Sep 30, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 SCHX returned +13.1% and VOE +22.8% with distributions reinvested, a gap of 9.7 points.
Data as of Oct 28, 2026.
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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%.
VOE
VOE tracks an index of Mid-Cap Value. Over the year to Oct 28, 2026 it returned +22.8% with distributions reinvested. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer as of Sep 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 169 positions, with the top ten at 14.0%.
Questions people ask
- Which returned more over the last year, SCHX or VOE?
- In the year to Oct 28, 2026, with distributions reinvested, SCHX returned +13.1% and VOE +22.8%.
- Which is cheaper, SCHX or VOE?
- SCHX is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
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 VOE, data as of Oct 28, 2026. https://etfiq.com/compare/any/schx-vs-voe
ETFIQ. (Oct 28, 2026). SCHX against VOE. Retrieved from https://etfiq.com/compare/any/schx-vs-voe
[SCHX against VOE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/schx-vs-voe)
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