ITOT was created on 2004-01-20 by iShares. The fund's investment portfolio concentrates primarily on total market equity. ITOT tracks a market cap-weighted index of all common equities listed on the NYSE and the NASDAQ.
SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 33142.47m in AUM and 2404 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
Key Details
Jan 20, 2004
Nov 03, 2009
Equity
Equity
Total Market
Total Market
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.70% | $98.26B | +43.97% | 0.56% |
BNT | 84.91% | $11.98B | +44.25% | 0.00% |
ITT | 83.79% | $12.07B | +17.26% | 0.88% |
JHG | 83.69% | $5.78B | +7.85% | 4.21% |
AXP | 83.53% | $209.92B | +29.45% | 0.96% |
PH | 83.22% | $84.87B | +30.17% | 1.00% |
KKR | 82.00% | $108.78B | +13.65% | 0.57% |
TROW | 81.83% | $20.71B | -20.94% | 5.28% |
BX | 81.32% | $167.81B | +10.43% | 2.47% |
MKSI | 80.91% | $6.18B | -28.53% | 0.92% |
GS | 80.89% | $198.49B | +39.99% | 1.82% |
APO | 80.74% | $76.60B | +13.32% | 1.37% |
WAB | 80.64% | $34.60B | +24.80% | 0.44% |
EMR | 80.60% | $72.79B | +18.38% | 1.62% |
ADI | 80.58% | $114.62B | +1.10% | 1.63% |
ARES | 80.45% | $36.12B | +23.53% | 2.44% |
SEIC | 80.39% | $10.55B | +27.07% | 1.15% |
BLK | 80.26% | $152.80B | +23.45% | 2.06% |
FLS | 80.23% | $6.07B | -4.48% | 1.80% |
EVR | 80.11% | $9.93B | +30.54% | 1.23% |
SeekingAlpha
Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
SeekingAlpha
ITOT offers broad US equity exposure with low fees, but the current valuation is shaky, amid macroeconomic uncertainty. Read more on ITOT ETF here.
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In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
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Explore why VTI, tracking the CRSP US Total Market Index, remains a top choice for long-term growth and value investors.
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Q2 2025 Equity Market Outlook
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWB | 99.90% | $39.95B | 0.15% | |
SCHB | 99.89% | $33.16B | 0.03% | |
VTI | 99.89% | $483.46B | 0.03% | |
SCHK | 99.88% | $4.13B | 0.03% | |
DFAU | 99.87% | $8.14B | 0.12% | |
SPTM | 99.87% | $10.20B | 0.03% | |
DFUS | 99.85% | $14.74B | 0.09% | |
IWV | 99.85% | $15.24B | 0.2% | |
IYY | 99.81% | $2.39B | 0.2% | |
SCHX | 99.81% | $54.12B | 0.03% | |
BBUS | 99.80% | $4.85B | 0.02% | |
ESGU | 99.78% | $13.29B | 0.15% | |
SPLG | 99.77% | $70.02B | 0.02% | |
VONE | 99.77% | $6.08B | 0.07% | |
PBUS | 99.76% | $7.33B | 0.04% | |
ILCB | 99.76% | $995.83M | 0.03% | |
VOO | 99.76% | $681.95B | 0.03% | |
IVV | 99.73% | $574.93B | 0.03% | |
GSLC | 99.73% | $13.34B | 0.09% | |
GSUS | 99.66% | $2.52B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.89% | $67.73B | 0.03% | |
IWV | 99.86% | $15.24B | 0.2% | |
IWB | 99.86% | $39.95B | 0.15% | |
SCHK | 99.85% | $4.13B | 0.03% | |
DFUS | 99.84% | $14.74B | 0.09% | |
SPTM | 99.83% | $10.20B | 0.03% | |
DFAU | 99.83% | $8.14B | 0.12% | |
VTI | 99.82% | $483.46B | 0.03% | |
BBUS | 99.80% | $4.85B | 0.02% | |
SCHX | 99.79% | $54.12B | 0.03% | |
IYY | 99.78% | $2.39B | 0.2% | |
ESGU | 99.76% | $13.29B | 0.15% | |
VOO | 99.75% | $681.95B | 0.03% | |
SPLG | 99.75% | $70.02B | 0.02% | |
VONE | 99.74% | $6.08B | 0.07% | |
PBUS | 99.74% | $7.33B | 0.04% | |
ILCB | 99.73% | $995.83M | 0.03% | |
IVV | 99.72% | $574.93B | 0.03% | |
GSLC | 99.70% | $13.34B | 0.09% | |
GSUS | 99.65% | $2.52B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.81% | $98.26B | +43.97% | 0.56% |
BNT | 84.91% | $11.98B | +44.25% | 0.00% |
ITT | 83.99% | $12.07B | +17.26% | 0.88% |
JHG | 83.90% | $5.78B | +7.85% | 4.21% |
PH | 83.72% | $84.87B | +30.17% | 1.00% |
AXP | 83.51% | $209.92B | +29.45% | 0.96% |
KKR | 82.40% | $108.78B | +13.65% | 0.57% |
TROW | 82.07% | $20.71B | -20.94% | 5.28% |
BX | 81.70% | $167.81B | +10.43% | 2.47% |
MKSI | 81.47% | $6.18B | -28.53% | 0.92% |
EMR | 81.09% | $72.79B | +18.38% | 1.62% |
ADI | 80.91% | $114.62B | +1.10% | 1.63% |
APO | 80.86% | $76.60B | +13.32% | 1.37% |
GS | 80.78% | $198.49B | +39.99% | 1.82% |
ARES | 80.76% | $36.12B | +23.53% | 2.44% |
WAB | 80.61% | $34.60B | +24.80% | 0.44% |
FLS | 80.39% | $6.07B | -4.48% | 1.80% |
EVR | 80.36% | $9.93B | +30.54% | 1.23% |
SEIC | 80.32% | $10.55B | +27.07% | 1.15% |
BLK | 80.24% | $152.80B | +23.45% | 2.06% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STG | -0.14% | $30.16M | -27.77% | 0.00% |
LITB | 0.30% | $20.67M | -79.05% | 0.00% |
WTRG | -0.40% | $10.66B | +0.18% | 3.45% |
VSTA | -0.43% | $340.06M | +40.86% | 0.00% |
VRCA | 0.52% | $54.32M | -91.74% | 0.00% |
JNJ | 0.63% | $364.09B | +1.48% | 3.31% |
AEP | -0.76% | $55.19B | +17.21% | 3.55% |
HUSA | -0.91% | $32.31M | +48.32% | 0.00% |
AGL | 0.97% | $890.00M | -66.97% | 0.00% |
SO | 0.98% | $99.65B | +14.28% | 3.20% |
EXC | -1.04% | $43.61B | +22.28% | 3.63% |
UUU | -1.27% | $7.40M | +99.23% | 0.00% |
NEOG | 1.52% | $1.04B | -71.23% | 0.00% |
DUK | -1.68% | $90.92B | +15.23% | 3.57% |
ZCMD | -1.83% | $31.57M | -3.85% | 0.00% |
PPC | 1.85% | $10.93B | +38.13% | 0.00% |
DFDV | -1.88% | $365.51M | +2,444.99% | 0.00% |
LTM | -1.93% | $11.45B | -95.89% | 2.59% |
TEF | 1.94% | $29.51B | +19.41% | 6.21% |
MO | -1.95% | $101.89B | +30.23% | 6.78% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.33% | $100.67M | 0.59% | |
VIXY | -80.66% | $179.90M | 0.85% | |
BTAL | -67.79% | $288.83M | 1.43% | |
IVOL | -46.15% | $346.86M | 1.02% | |
SPTS | -34.62% | $5.75B | 0.03% | |
FTSD | -33.43% | $228.65M | 0.25% | |
XONE | -33.27% | $641.06M | 0.03% | |
FXY | -33.06% | $843.23M | 0.4% | |
UTWO | -29.39% | $372.95M | 0.15% | |
SCHO | -28.45% | $10.98B | 0.03% | |
VGSH | -27.75% | $22.57B | 0.03% | |
IBTI | -23.37% | $1.04B | 0.07% | |
IBTG | -23.06% | $1.96B | 0.07% | |
IBTH | -22.82% | $1.58B | 0.07% | |
XHLF | -22.11% | $1.72B | 0.03% | |
BILS | -21.33% | $3.91B | 0.1356% | |
IBTJ | -20.29% | $677.96M | 0.07% | |
SHYM | -19.24% | $331.63M | 0.35% | |
IEI | -18.63% | $15.32B | 0.15% | |
TBLL | -17.71% | $2.22B | 0.08% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LMBS | 0.08% | $5.06B | 0.64% | |
MLN | -0.12% | $526.11M | 0.24% | |
YEAR | 0.46% | $1.44B | 0.25% | |
IBMS | 0.58% | $85.44M | 0.18% | |
GOVI | -0.73% | $916.85M | 0.15% | |
IBND | -0.97% | $371.92M | 0.5% | |
NUBD | 1.05% | $393.60M | 0.16% | |
SHM | -1.17% | $3.40B | 0.2% | |
CGCB | 1.41% | $2.39B | 0.27% | |
BUXX | -1.45% | $311.68M | 0.25% | |
CTA | -1.46% | $1.09B | 0.76% | |
WEAT | -1.53% | $127.68M | 0.28% | |
SUB | 1.57% | $9.86B | 0.07% | |
TLH | 1.65% | $11.29B | 0.15% | |
BNDX | -1.72% | $67.08B | 0.07% | |
TOTL | -1.74% | $3.83B | 0.55% | |
JBND | -1.75% | $2.20B | 0.25% | |
BNDW | 1.76% | $1.27B | 0.05% | |
SGOV | -1.76% | $49.43B | 0.09% | |
IBMN | 1.87% | $447.90M | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
YEAR | 0.17% | $1.44B | 0.25% | |
MLN | 0.32% | $526.11M | 0.24% | |
IBND | -0.36% | $371.92M | 0.5% | |
LMBS | 0.39% | $5.06B | 0.64% | |
IBMS | 0.56% | $85.44M | 0.18% | |
GOVI | -0.70% | $916.85M | 0.15% | |
CTA | -0.82% | $1.09B | 0.76% | |
BUXX | -0.92% | $311.68M | 0.25% | |
NUBD | 1.25% | $393.60M | 0.16% | |
BNDX | -1.26% | $67.08B | 0.07% | |
SHM | -1.39% | $3.40B | 0.2% | |
DFNM | -1.52% | $1.56B | 0.17% | |
WEAT | -1.61% | $127.68M | 0.28% | |
TLH | 1.64% | $11.29B | 0.15% | |
JBND | -1.70% | $2.20B | 0.25% | |
CGCB | 1.71% | $2.39B | 0.27% | |
TOTL | -1.79% | $3.83B | 0.55% | |
SUB | 2.03% | $9.86B | 0.07% | |
BNDW | 2.04% | $1.27B | 0.05% | |
SGOV | -2.19% | $49.43B | 0.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.39% | $100.67M | 0.59% | |
VIXY | -80.82% | $179.90M | 0.85% | |
BTAL | -67.37% | $288.83M | 1.43% | |
IVOL | -45.38% | $346.86M | 1.02% | |
SPTS | -34.35% | $5.75B | 0.03% | |
XONE | -33.30% | $641.06M | 0.03% | |
FXY | -32.67% | $843.23M | 0.4% | |
FTSD | -32.66% | $228.65M | 0.25% | |
UTWO | -29.37% | $372.95M | 0.15% | |
SCHO | -28.26% | $10.98B | 0.03% | |
VGSH | -27.66% | $22.57B | 0.03% | |
IBTI | -23.27% | $1.04B | 0.07% | |
IBTG | -23.19% | $1.96B | 0.07% | |
IBTH | -22.63% | $1.58B | 0.07% | |
XHLF | -22.44% | $1.72B | 0.03% | |
BILS | -21.44% | $3.91B | 0.1356% | |
IBTJ | -20.15% | $677.96M | 0.07% | |
IEI | -18.42% | $15.32B | 0.15% | |
SHYM | -17.97% | $331.63M | 0.35% | |
TBLL | -17.61% | $2.22B | 0.08% |
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
SCHB provides broad US equity exposure at a low 0.03% expense ratio. Learn more about SCHB ETF here and why I recommend it as a Buy.
SeekingAlpha
Q2 2025 Equity Market Outlook
SeekingAlpha
Schwab U.S. Broad Market offers broad market exposure with low expenses, but lags in liquidity vs. larger peers like SPY and VOO. Learn more on SCHB ETF here.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
LITB | 0.37% | $20.67M | -79.05% | 0.00% |
STG | -0.45% | $30.16M | -27.77% | 0.00% |
SO | 0.64% | $99.65B | +14.28% | 3.20% |
JNJ | 0.68% | $364.09B | +1.48% | 3.31% |
AGL | 0.76% | $890.00M | -66.97% | 0.00% |
WTRG | -0.86% | $10.66B | +0.18% | 3.45% |
VRCA | 0.87% | $54.32M | -91.74% | 0.00% |
HUSA | -0.90% | $32.31M | +48.32% | 0.00% |
DFDV | -0.97% | $365.51M | +2,444.99% | 0.00% |
VSTA | -1.21% | $340.06M | +40.86% | 0.00% |
NEOG | 1.38% | $1.04B | -71.23% | 0.00% |
AEP | -1.43% | $55.19B | +17.21% | 3.55% |
UUU | -1.44% | $7.40M | +99.23% | 0.00% |
MSEX | 1.44% | $1.03B | +7.50% | 2.36% |
EXC | -1.59% | $43.61B | +22.28% | 3.63% |
PPC | 1.61% | $10.93B | +38.13% | 0.00% |
TEF | 1.70% | $29.51B | +19.41% | 6.21% |
LTM | -1.75% | $11.45B | -95.89% | 2.59% |
DUK | -2.11% | $90.92B | +15.23% | 3.57% |
MO | -2.31% | $101.89B | +30.23% | 6.78% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.11% | $24.10B | +34.31% | 1.10% |
ED | -14.39% | $36.44B | +10.82% | 3.32% |
AWK | -11.70% | $28.08B | +8.93% | 2.19% |
K | -10.83% | $27.27B | +34.93% | 2.90% |
MKTX | -8.14% | $8.28B | +12.49% | 1.36% |
CME | -7.41% | $98.26B | +39.77% | 3.89% |
DG | -5.88% | $25.30B | -11.91% | 2.15% |
BCE | -4.73% | $20.17B | -34.18% | 11.17% |
ASPS | -4.43% | $113.53M | -10.12% | 0.00% |
KR | -3.94% | $49.27B | +47.94% | 1.75% |
VSA | -3.71% | $9.05M | -6.58% | 0.00% |
AMT | -2.93% | $103.75B | +12.85% | 3.01% |
TU | -2.82% | $24.69B | +2.15% | 7.17% |
MO | -1.95% | $101.89B | +30.23% | 6.78% |
LTM | -1.93% | $11.45B | -95.89% | 2.59% |
DFDV | -1.88% | $365.51M | +2,444.99% | 0.00% |
ZCMD | -1.83% | $31.57M | -3.85% | 0.00% |
DUK | -1.68% | $90.92B | +15.23% | 3.57% |
UUU | -1.27% | $7.40M | +99.23% | 0.00% |
EXC | -1.04% | $43.61B | +22.28% | 3.63% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.39% | $24.10B | +34.31% | 1.10% |
ED | -14.94% | $36.44B | +10.82% | 3.32% |
AWK | -12.23% | $28.08B | +8.93% | 2.19% |
K | -10.36% | $27.27B | +34.93% | 2.90% |
MKTX | -8.32% | $8.28B | +12.49% | 1.36% |
CME | -7.72% | $98.26B | +39.77% | 3.89% |
DG | -5.41% | $25.30B | -11.91% | 2.15% |
BCE | -5.00% | $20.17B | -34.18% | 11.17% |
KR | -4.34% | $49.27B | +47.94% | 1.75% |
ASPS | -4.12% | $113.53M | -10.12% | 0.00% |
VSA | -3.50% | $9.05M | -6.58% | 0.00% |
AMT | -3.11% | $103.75B | +12.85% | 3.01% |
TU | -3.08% | $24.69B | +2.15% | 7.17% |
ZCMD | -2.34% | $31.57M | -3.85% | 0.00% |
MO | -2.31% | $101.89B | +30.23% | 6.78% |
DUK | -2.11% | $90.92B | +15.23% | 3.57% |
LTM | -1.75% | $11.45B | -95.89% | 2.59% |
EXC | -1.59% | $43.61B | +22.28% | 3.63% |
UUU | -1.44% | $7.40M | +99.23% | 0.00% |
AEP | -1.43% | $55.19B | +17.21% | 3.55% |
ITOT - iShares Core S&P Total U.S. Stock Market ETF and SCHB - Schwab U.S. Broad Market ETF have a 2257 holding overlap. Which accounts for a 99.2% overlap.
Number of overlapping holdings
2257
% of overlapping holdings
99.2%
Name | Weight in ITOT | Weight in SCHB |
---|---|---|
6.15% | 6.16% | |
6.08% | 6.11% | |
5.21% | 5.24% | |
3.44% | 3.43% | |
2.57% | 2.59% | |
2.04% | 2.03% | |
1.68% | 1.69% | |
1.57% | 1.56% | |
1.54% | 1.54% | |
1.37% | 1.38% |
iShares Core S&P Total U.S. Stock Market ETF - ITOT is made up of 2447 holdings. Schwab U.S. Broad Market ETF - SCHB is made up of 2407 holdings.
Name | Weight |
---|---|
![]() | 6.15% |
![]() | 6.08% |
![]() | 5.21% |
![]() | 3.44% |
2.57% | |
![]() | 2.04% |
![]() | 1.68% |
![]() | 1.57% |
1.54% | |
![]() | 1.37% |
1.33% | |
1.04% | |
1.00% | |
![]() | 0.91% |
0.86% | |
0.75% | |
0.75% | |
0.72% | |
0.65% | |
0.62% | |
0.60% | |
![]() | 0.58% |
![]() | 0.57% |
0.52% | |
0.51% | |
0.49% | |
0.48% | |
0.46% | |
0.46% | |
0.45% |
Name | Weight |
---|---|
![]() | 6.16% |
![]() | 6.11% |
![]() | 5.24% |
![]() | 3.43% |
2.59% | |
![]() | 2.03% |
![]() | 1.69% |
![]() | 1.56% |
1.54% | |
![]() | 1.38% |
1.33% | |
1.04% | |
1.01% | |
![]() | 0.91% |
0.87% | |
0.76% | |
0.75% | |
0.72% | |
0.65% | |
0.63% | |
0.60% | |
![]() | 0.58% |
![]() | 0.57% |
0.52% | |
0.49% | |
0.49% | |
0.48% | |
0.46% | |
0.46% | |
0.45% |