Schwab U.S. Large-Cap ETF
ETF comparisons / SCHX vs SPY
SCHX vs SPY
Schwab U.S. Large-Cap ETF compared with State Street SPDR S&P 500 ETF Trust
Do SCHX and SPY overlap?
SCHX and SPY overlap by 92.6% by weight, across 495 shared companies.
State Street SPDR S&P 500 ETF Trust
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
495 companies held in both funds
| Shared company | SCHX | SPY |
|---|---|---|
| NVIDIA CORP NVDA | 7.70% | 7.77% |
| Apple Inc AAPL | 6.70% | 7.66% |
| Microsoft Corp MSFT | 5.42% | 5.92% |
| ALPHABET INC GOOGL 2 share classes | 5.15% | 4.52% |
| ↳ ALPHABET INC-CL A GOOGL | 2.86% | 2.50% |
| ↳ ALPHABET INC-CL C GOOG | 2.28% | 2.02% |
| AMAZON.COM INC AMZN | 3.66% | 3.60% |
| BROADCOM INC AVGO | 2.53% | 2.47% |
| META PLATFORMS INC-CLASS A META | 1.81% | 2.07% |
| Micron Technology Inc MU | 1.56% | 1.59% |
| TESLA INC TSLA | 1.49% | 1.71% |
| JPMorgan Chase & Co JPM | 1.37% | 1.37% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.33% | 1.52% |
| ELI LILLY & CO LLY | 1.32% | 1.65% |
| ADVANCED MICRO DEVICES AMD | 1.11% | 1.39% |
| ExxonMobil Holdings Corporation 2670549D | 0.96% | 1.13% |
| JOHNSON & JOHNSON JNJ | 0.92% | 1.00% |
| Visa Inc V | 0.91% | 1.05% |
| Mastercard Inc MA | 0.68% | 0.77% |
| WALMART INC. WMT | 0.66% | 0.81% |
| AbbVie Inc ABBV | 0.65% | 0.77% |
| Intel Corp INTC | 0.64% | 0.69% |
| CISCO SYSTEMS, INC. CSCO | 0.63% | 0.64% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.62% | 0.68% |
| Costco Wholesale Corp COST | 0.60% | 0.66% |
| Chevron Corp CVX | 0.56% | 0.69% |
| Merck & Co Inc MRK | 0.53% | 0.54% |
SCHX and SPY questions
Based on the holdings compared above
How much do SCHX and SPY overlap?
SCHX and SPY overlap by 92.6% by weight, across 495 shared companies.
Which companies do SCHX and SPY both hold?
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Can I hold both SCHX and SPY?
Holding both means 92.6% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
Is SCHX or SPY cheaper?
SCHX has a 0.03% expense ratio and SPY has 0.09%.
How do SCHX and SPY compare on valuation?
SCHX has a weighted P/E of 25.9 and SPY has a weighted P/E of 27.0.
See the companies and duplicated exposure across every fund you hold.