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 90.9% by weight, across 493 shared companies.
State Street SPDR S&P 500 ETF Trust
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
493 companies held in both funds
| Shared company | SCHX | SPY |
|---|---|---|
| NVIDIA CORP NVDA | 7.50% | 8.01% |
| Apple Inc AAPL | 6.70% | 7.40% |
| ALPHABET INC GOOGL 2 share classes | 5.81% | 5.41% |
| ↳ ALPHABET INC-CL A GOOGL | 3.24% | 3.01% |
| ↳ ALPHABET INC-CL C GOOG | 2.57% | 2.40% |
| Microsoft Corp MSFT | 4.89% | 5.58% |
| AMAZON.COM INC AMZN | 3.87% | 3.81% |
| BROADCOM INC AVGO | 3.10% | 2.60% |
| META PLATFORMS INC-CLASS A META | 2.02% | 2.16% |
| Micron Technology Inc MU | 1.60% | 1.67% |
| TESLA INC TSLA | 1.79% | 1.56% |
| ELI LILLY & CO LLY | 1.28% | 1.34% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.27% | 1.42% |
| ADVANCED MICRO DEVICES AMD | 1.23% | 1.28% |
| JPMorgan Chase & Co JPM | 1.18% | 1.45% |
| Visa Inc V | 0.80% | 0.93% |
| JOHNSON & JOHNSON JNJ | 0.79% | 0.97% |
| Intel Corp INTC | 0.79% | 0.77% |
| WALMART INC. WMT | 0.74% | 0.71% |
| CISCO SYSTEMS, INC. CSCO | 0.70% | 0.67% |
| Costco Wholesale Corp COST | 0.62% | 0.61% |
| Mastercard Inc MA | 0.59% | 0.70% |
| Caterpillar Inc CAT | 0.60% | 0.57% |
| LAM RESEARCH CORPORATION LRCX | 0.58% | 0.57% |
| AbbVie Inc ABBV | 0.56% | 0.69% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.52% | 0.58% |
| Applied Materials Inc AMAT | 0.52% | 0.55% |
SCHX and SPY questions
Based on the holdings compared above
How much do SCHX and SPY overlap?
SCHX and SPY overlap by 90.9% by weight, across 493 shared companies.
Which companies do SCHX and SPY both hold?
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Can I hold both SCHX and SPY?
Holding both means 90.9% 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 27.2 and SPY has a weighted P/E of 27.5.
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