Get the weekly note

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SCHX vs XLG: how they differ

SCHX and XLG hold 0% of their weight in the same names, and SCHX returned more over the year.

Schwab U.S. Large-Cap ETF and Invesco S&P 500 Top 50 ETF.

What they hold in common

By the books each fund has filed, SCHX and XLG hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in SCHXOnly in XLG
NVIDIA Corp 7.51%NVIDIA Corp 12.79%
Apple Inc 6.71%Apple Inc 11.58%
Microsoft Corp 4.89%Microsoft Corp 8.83%
Amazon.com Inc 3.87%Amazon.com Inc 5.95%
Alphabet Inc 3.24%Alphabet Inc 4.71%
Broadcom Inc 3.10%Broadcom Inc 4.12%
Alphabet Inc 2.58%Alphabet Inc 3.77%
Meta Platforms Inc 2.02%Meta Platforms Inc 3.42%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Sep 10, 2026.

SCHX and XLG on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
SCHX
Schwab U.S. Large-Cap ETF
XLG
Invesco S&P 500 Top 50 ETF
Where it sitsCore index fundCore index fund
IssuerSchwabInvesco
What it isU.S. Large-CapS&P 500 top 50
Total return, 1 year+16.8%+12.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.7 pts−5.3 pts
Expense ratio0.03%0.20%
Already in the S&P 50094.9%100.0%
Holdings74852

SCHX in plain words

SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.

XLG in plain words

XLG is an index equity fund tracking the S&P 500 top 50. Over the year to Sep 11, 2026 it returned +12.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.20% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 52 positions, with the top ten at 60.3%.

Questions people ask

Which returned more over the last year, SCHX or XLG?
In the year to Sep 13, 2026, with distributions reinvested, SCHX returned +16.8% and XLG returned +12.2%, so SCHX returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SCHX or XLG?
SCHX charges 0.03% a year and XLG charges 0.20%, so SCHX is cheaper. Fees come from each fund's prospectus.
How much do SCHX and XLG overlap with the S&P 500?
By their latest filed holdings, 95% of SCHX and 100% of XLG by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SCHX against XLG, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SCHX against XLG, data as of Sep 13, 2026. https://etfiq.com/compare/any/schx-vs-xlg Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources