Data as of Oct 28, 2026.
SCHX vs XLRE: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHX returned +13.1% to XLRE's +4.3%; 2% of their weight is in the same names.
askIQ about this page
askIQ about SCHX and XLRE
Net assets: $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF, and $8.0bn on Oct 27, 2026 for State Street Real Estate Select Sector SPDR ETF.
Pair scorecard
SCHX costs 0.05 points a year less; their one-year returns differ by 8.8 points.
| Measure | SCHX | XLRE |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.1% | +4.3% |
| Drawdown | ||
| Below its high | 7.7%, high on Jul 28, 2026 | |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Large-Cap Total Stock Market Index | Real Estate Select Sector Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.08% |
| Net assets, SCHX as of Aug 31, 2026 and XLRE as of Oct 27, 2026 | $74.2bn | $8.0bn |
| Holdings | ||
| Holdings in common | 2% | |
| Top ten holdings, share of the fund | 36.0% | 58.9% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, SCHX and XLRE hold 2% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
2% in common
Only in one fund ↓
Side by side
SCHX and XLRE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
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%.
XLRE
XLRE tracks an index of Real estate. Over the year to Oct 28, 2026 it returned +4.3% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 31 positions, with the top ten at 58.9%. It sat 7.7% below its high of Jul 28, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, SCHX or XLRE?
- In the year to Oct 28, 2026, with distributions reinvested, SCHX returned +13.1% and XLRE +4.3%.
- Which is cheaper, SCHX or XLRE?
- SCHX is cheaper, by 0.05 percentage points a year. That is about $5 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.
Cite this pageCitation, APA and Markdown
ETFIQ, SCHX against XLRE, data as of Oct 28, 2026. https://etfiq.com/compare/any/schx-vs-xlre
ETFIQ. (Oct 28, 2026). SCHX against XLRE. Retrieved from https://etfiq.com/compare/any/schx-vs-xlre
[SCHX against XLRE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/schx-vs-xlre)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.