Data as of Oct 28, 2026.
SCHX vs VOO: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHX returned +13.1% to VOO's +13.7%; 93% 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 $1.0tn on Sep 30, 2026 for Vanguard S&P 500 ETF.
Pair scorecard
Both cost 0.03% a year; their one-year returns differ by 0.6 points.
Points (pts) are percentage points.
| Measure | SCHX | VOO |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.1% | +13.7% |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Large-Cap Total Stock Market Index | S&P 500 Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.03% |
| Net assets, SCHX as of Aug 31, 2026 and VOO as of Sep 30, 2026 | $74.2bn | $1.0tn |
| Holdings | ||
| Holdings in common | 93% | |
| Top ten holdings, share of the fund | 36.0% | 39.1% |
Holdings in common uses holdings dated Aug 31, 2026 and Sep 30, 2026. Method
Risk and return
Sep 17, 2010 to Oct 23, 2026 · 840 weekly returns · each against IVVVOO returned slightly more: +804.0% to +785.1%. SCHX and VOO swung about the same: 16.1% and 15.9%. SCHX and VOO fell about the same at their worst: −32.3% and −31.8%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | SCHX | VOO | IVV | Edge | How it is measured |
|---|---|---|---|---|---|
| Return | |||||
| Total return | +785.1% | +804.0% | VOO (slight) | Price change plus distributions, reinvested. | |
| Annualized | +14.5% | +14.6% | Tie | Total return as a yearly rate. | |
| Price return | +568.5% | +575.9% | Tie | Price change alone, distributions left out. | |
| Risk | |||||
| Volatility | 16.1% | 15.9% | Tie | Spread of weekly returns, annualized. Lower is steadier. | |
| Downside deviation | 11.1% | 10.9% | Tie | Like volatility, counting only weeks below the Treasury bill rate. | |
| Max drawdown | −32.3% | −31.8% | Tie | Deepest fall from a high to the low after it. | |
| Upside capture | 100.7% | 99.8% | 100.0% | Tie | Share of its benchmark's rise caught in the weeks it rose. |
| Downside capture | 100.6% | 99.9% | 100.0% | Tie | Share of its benchmark's fall taken in the weeks it fell. Lower is better. |
| Beta | 1.01 | 1.00 | 1.00 | Tie | How far it moves for each 1% its benchmark moves. |
| R squared | 1.00 | 1.00 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | |||||
| Sharpe | 0.82 | 0.84 | Tie | Return above Treasury bills per unit of volatility. | |
| Sortino | 1.20 | 1.22 | Tie | Return above Treasury bills per unit of downside deviation. | |
| Treynor | 0.131 | 0.134 | 0.133 | Tie | Return above Treasury bills per unit of beta. |
| Calmar | 0.45 | 0.46 | VOO (slight) | Annualized return divided by the max drawdown. | |
| Against the benchmark | |||||
| Benchmark | IVV | IVV | IVV | The ETF each fund is measured against. | |
| Alpha | −0.2% a year | 0.0% a year | 0.0% | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | −0.87 | 0.51 | Not an edge | How sure the alpha is. Below 2, it could be chance. | |
| Alpha range | −0.7% to +0.3% | −0.1% to +0.2% | Both include zero | The 95% range for the yearly alpha. | |
| Information ratio | −0.10 | 0.02 | VOO | Return against its benchmark per unit of tracking error. | |
| Tracking error | 0.9% | 0.4% | 0.0% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 840 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, SCHX and VOO hold 93% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Sep 30, 2026.
half
93% in common
Only in one fund ↓
Side by side
SCHX and VOO on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SCHX and VOO are built for the same job. How do they differ in cost, holdings and results?
- What each follows. SCHX follows Dow Jones U.S. Large-Cap Total Stock Market Index and VOO follows S&P 500 Index.
- Holdings in common (similar). 93% of the weight is in the same securities (holdings dated Aug 31, 2026 and Sep 30, 2026).
- One-year total return (similar). Over 1 year to Oct 28, 2026 SCHX returned +13.1% and VOO +13.7% with distributions reinvested, a gap of 0.6 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%.
VOO
VOO tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. By its holdings published by its issuer as of Sep 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 507 positions, with the top ten at 39.1%.
Questions people ask
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 VOO, data as of Oct 28, 2026. https://etfiq.com/compare/any/schx-vs-voo
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