SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 32684.2m in AUM and 2406 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
SCHX was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 53721.68m in AUM and 749 holdings. SCHX tracks a market-cap-weighted index of the 750 largest US companies.
Key Details
Nov 03, 2009
Nov 03, 2009
Equity
Equity
Total Market
Large Cap
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.
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWB | 99.88% | $39.91B | 0.15% | |
BBUS | 99.88% | $4.81B | 0.02% | |
VOO | 99.85% | $660.60B | 0.03% | |
SCHK | 99.85% | $4.14B | 0.05% | |
IVV | 99.84% | $585.20B | 0.03% | |
SPLG | 99.84% | $68.56B | 0.02% | |
IYY | 99.82% | $2.38B | 0.2% | |
ESGU | 99.82% | $13.36B | 0.15% | |
ITOT | 99.81% | $67.76B | 0.03% | |
SPTM | 99.80% | $10.12B | 0.03% | |
SCHB | 99.79% | $32.89B | 0.03% | |
ILCB | 99.79% | $999.95M | 0.03% | |
DFUS | 99.79% | $14.61B | 0.09% | |
VONE | 99.79% | $6.00B | 0.07% | |
PBUS | 99.79% | $7.09B | 0.04% | |
IWV | 99.76% | $15.13B | 0.2% | |
GSUS | 99.75% | $2.50B | 0.07% | |
VV | 99.73% | $40.63B | 0.04% | |
VTI | 99.72% | $476.90B | 0.03% | |
DFAU | 99.68% | $8.03B | 0.12% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.89% | $67.76B | 0.03% | |
IWV | 99.86% | $15.13B | 0.2% | |
IWB | 99.86% | $39.91B | 0.15% | |
SCHK | 99.84% | $4.14B | 0.05% | |
DFUS | 99.83% | $14.61B | 0.09% | |
DFAU | 99.83% | $8.03B | 0.12% | |
SPTM | 99.83% | $10.12B | 0.03% | |
VTI | 99.81% | $476.90B | 0.03% | |
SCHX | 99.79% | $53.97B | 0.03% | |
BBUS | 99.79% | $4.81B | 0.02% | |
IYY | 99.78% | $2.38B | 0.2% | |
ESGU | 99.75% | $13.36B | 0.15% | |
VOO | 99.75% | $660.60B | 0.03% | |
VONE | 99.74% | $6.00B | 0.07% | |
SPLG | 99.73% | $68.56B | 0.02% | |
ILCB | 99.73% | $999.95M | 0.03% | |
PBUS | 99.72% | $7.09B | 0.04% | |
IVV | 99.71% | $585.20B | 0.03% | |
GSLC | 99.70% | $13.34B | 0.09% | |
GSUS | 99.63% | $2.50B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LMBS | 0.06% | $5.03B | 0.64% | |
YEAR | 0.47% | $1.43B | 0.25% | |
MLN | 0.56% | $524.43M | 0.24% | |
IBND | -0.67% | $333.56M | 0.5% | |
IBMS | 0.68% | $77.55M | 0.18% | |
WEAT | 0.71% | $121.62M | 0.28% | |
NUBD | 0.74% | $392.27M | 0.16% | |
GOVI | -0.99% | $898.97M | 0.15% | |
SGOV | -1.05% | $48.34B | 0.09% | |
TLH | 1.40% | $11.16B | 0.15% | |
CGCB | 1.41% | $2.31B | 0.27% | |
CTA | -1.42% | $1.07B | 0.76% | |
DFNM | -1.57% | $1.55B | 0.17% | |
BNDW | 1.61% | $1.24B | 0.05% | |
SHM | -1.68% | $3.39B | 0.2% | |
BUXX | -1.80% | $304.56M | 0.25% | |
STIP | -1.80% | $12.59B | 0.03% | |
BNDX | -1.83% | $65.85B | 0.07% | |
TOTL | -1.95% | $3.73B | 0.55% | |
JBND | -1.96% | $2.12B | 0.25% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.51% | $23.31B | +28.91% | 1.14% |
ED | -14.32% | $36.61B | +10.92% | 3.31% |
AWK | -11.83% | $27.31B | +9.20% | 2.24% |
FMTO | -10.98% | $4.90K | -99.92% | 0.00% |
K | -10.82% | $28.47B | +37.62% | 2.78% |
MKTX | -8.46% | $8.33B | +11.80% | 1.34% |
CME | -7.24% | $98.82B | +37.56% | 3.86% |
DG | -6.38% | $24.97B | -10.37% | 2.07% |
BCE | -5.89% | $20.08B | -36.37% | 13.11% |
ASPS | -4.40% | $69.94M | -59.47% | 0.00% |
AMT | -4.03% | $99.50B | +9.41% | 3.09% |
KR | -4.00% | $44.05B | +27.26% | 1.95% |
TU | -3.88% | $24.93B | -1.27% | 6.93% |
VSA | -3.66% | $8.76M | -18.90% | 0.00% |
EXC | -2.98% | $43.03B | +17.83% | 3.68% |
DUK | -2.83% | $89.56B | +12.29% | 3.64% |
ZCMD | -2.25% | $27.17M | -10.34% | 0.00% |
DFDV | -2.09% | $274.29M | +1,733.15% | 0.00% |
MO | -2.08% | $99.79B | +26.85% | 6.83% |
LTM | -1.95% | $11.66B | -96.49% | 2.62% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SO | <0.01% | $97.00B | +13.24% | 3.30% |
NEOG | -0.08% | $1.13B | -67.66% | 0.00% |
TEF | -0.08% | $29.85B | +13.52% | 5.99% |
VRCA | -0.33% | $56.57M | -92.52% | 0.00% |
AGL | -0.62% | $894.14M | -68.24% | 0.00% |
MSEX | 0.66% | $1.00B | +6.62% | 2.41% |
LITB | 0.95% | $21.88M | -74.89% | 0.00% |
CARV | 1.01% | $7.20M | -23.78% | 0.00% |
STG | -1.15% | $30.86M | -11.09% | 0.00% |
JNJ | -1.29% | $373.01B | +5.41% | 3.24% |
PPC | 1.30% | $11.14B | +55.45% | 0.00% |
VSTA | -1.34% | $336.05M | +23.24% | 0.00% |
DFDV | -1.44% | $274.29M | +1,733.15% | 0.00% |
AEP | -1.90% | $54.38B | +15.28% | 3.62% |
UUU | -1.90% | $6.71M | +83.54% | 0.00% |
GIS | 1.93% | $29.99B | -18.81% | 4.40% |
WTRG | -2.00% | $10.55B | +1.84% | 3.47% |
ALHC | 2.35% | $3.01B | +82.49% | 0.00% |
CYCN | 2.37% | $10.21M | +24.71% | 0.00% |
YORW | 2.45% | $459.23M | -12.03% | 2.70% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VRCA | -0.14% | $56.57M | -92.52% | 0.00% |
TEF | 0.22% | $29.85B | +13.52% | 5.99% |
SO | 0.41% | $97.00B | +13.24% | 3.30% |
LITB | 0.44% | $21.88M | -74.89% | 0.00% |
JNJ | -0.46% | $373.01B | +5.41% | 3.24% |
AGL | 0.51% | $894.14M | -68.24% | 0.00% |
NEOG | 0.71% | $1.13B | -67.66% | 0.00% |
UUU | -0.81% | $6.71M | +83.54% | 0.00% |
WTRG | -1.14% | $10.55B | +1.84% | 3.47% |
VSTA | -1.15% | $336.05M | +23.24% | 0.00% |
STG | -1.20% | $30.86M | -11.09% | 0.00% |
AEP | -1.33% | $54.38B | +15.28% | 3.62% |
CARV | 1.42% | $7.20M | -23.78% | 0.00% |
PPC | 1.49% | $11.14B | +55.45% | 0.00% |
GIS | 1.92% | $29.99B | -18.81% | 4.40% |
MSEX | 1.93% | $1.00B | +6.62% | 2.41% |
LTM | -1.95% | $11.66B | -96.49% | 2.62% |
MO | -2.08% | $99.79B | +26.85% | 6.83% |
DFDV | -2.09% | $274.29M | +1,733.15% | 0.00% |
ZCMD | -2.25% | $27.17M | -10.34% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
NUBD | -0.03% | $392.27M | 0.16% | |
SGOV | -0.07% | $48.34B | 0.09% | |
MLN | 0.09% | $524.43M | 0.24% | |
YEAR | 0.19% | $1.43B | 0.25% | |
IBMS | 0.36% | $77.55M | 0.18% | |
LMBS | -0.51% | $5.03B | 0.64% | |
CGCB | 0.81% | $2.31B | 0.27% | |
TLH | 0.81% | $11.16B | 0.15% | |
BNDW | 0.97% | $1.24B | 0.05% | |
IBND | -1.02% | $333.56M | 0.5% | |
WEAT | 1.25% | $121.62M | 0.28% | |
IBTF | -1.50% | $2.08B | 0.07% | |
GOVI | -1.54% | $898.97M | 0.15% | |
FIXD | 1.57% | $3.39B | 0.65% | |
NYF | 1.59% | $883.14M | 0.25% | |
SCHQ | 1.79% | $778.37M | 0.03% | |
SUB | 1.80% | $9.67B | 0.07% | |
FMB | 1.83% | $1.90B | 0.65% | |
VGLT | 1.89% | $9.67B | 0.04% | |
SHM | -1.93% | $3.39B | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.29% | $97.04B | +41.86% | 0.56% |
BNT | 84.69% | $11.82B | +41.80% | 0.00% |
JHG | 83.49% | $5.79B | +13.66% | 4.25% |
ITT | 83.46% | $11.98B | +18.71% | 0.88% |
AXP | 82.90% | $211.91B | +30.00% | 0.96% |
PH | 82.17% | $85.77B | +30.05% | 0.99% |
TROW | 81.42% | $20.77B | -18.41% | 5.27% |
BX | 81.07% | $170.40B | +19.41% | 2.47% |
MKSI | 80.75% | $5.95B | -30.86% | 0.97% |
GS | 80.36% | $188.40B | +34.97% | 1.95% |
EMR | 80.34% | $69.47B | +14.38% | 1.70% |
WAB | 80.30% | $35.29B | +26.39% | 0.44% |
ARES | 80.25% | $37.99B | +30.81% | 2.24% |
ADI | 80.23% | $110.30B | -5.33% | 1.70% |
APO | 80.22% | $76.27B | +18.77% | 1.41% |
KKR | 80.02% | $109.91B | +25.93% | 0.57% |
SEIC | 80.00% | $10.66B | +31.23% | 1.11% |
EVR | 80.00% | $9.49B | +27.46% | 1.31% |
FLS | 79.84% | $6.39B | +3.36% | 1.70% |
BLK | 79.81% | $153.23B | +28.67% | 2.59% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.35% | $23.31B | +28.91% | 1.14% |
ED | -14.61% | $36.61B | +10.92% | 3.31% |
AWK | -12.31% | $27.31B | +9.20% | 2.24% |
FMTO | -10.86% | $4.90K | -99.92% | 0.00% |
K | -10.84% | $28.47B | +37.62% | 2.78% |
MKTX | -8.24% | $8.33B | +11.80% | 1.34% |
BCE | -7.05% | $20.08B | -36.37% | 13.11% |
CME | -6.77% | $98.82B | +37.56% | 3.86% |
DG | -6.44% | $24.97B | -10.37% | 2.07% |
ASPS | -4.65% | $69.94M | -59.47% | 0.00% |
KR | -4.22% | $44.05B | +27.26% | 1.95% |
TU | -4.19% | $24.93B | -1.27% | 6.93% |
AMT | -4.17% | $99.50B | +9.41% | 3.09% |
VSA | -3.67% | $8.76M | -18.90% | 0.00% |
DUK | -3.20% | $89.56B | +12.29% | 3.64% |
EXC | -3.12% | $43.03B | +17.83% | 3.68% |
MO | -2.68% | $99.79B | +26.85% | 6.83% |
LTM | -2.64% | $11.66B | -96.49% | 2.62% |
ZCMD | -2.54% | $27.17M | -10.34% | 0.00% |
WTRG | -2.00% | $10.55B | +1.84% | 3.47% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.50% | $97.04B | +41.86% | 0.56% |
BNT | 83.88% | $11.82B | +41.80% | 0.00% |
JHG | 82.74% | $5.79B | +13.66% | 4.25% |
ITT | 82.61% | $11.98B | +18.71% | 0.88% |
AXP | 81.85% | $211.91B | +30.00% | 0.96% |
PH | 81.53% | $85.77B | +30.05% | 0.99% |
TROW | 81.09% | $20.77B | -18.41% | 5.27% |
MKSI | 80.95% | $5.95B | -30.86% | 0.97% |
ADI | 80.17% | $110.30B | -5.33% | 1.70% |
ARES | 80.15% | $37.99B | +30.81% | 2.24% |
BX | 80.10% | $170.40B | +19.41% | 2.47% |
EMR | 79.84% | $69.47B | +14.38% | 1.70% |
WAB | 79.73% | $35.29B | +26.39% | 0.44% |
APO | 79.60% | $76.27B | +18.77% | 1.41% |
KKR | 79.59% | $109.91B | +25.93% | 0.57% |
FLS | 79.28% | $6.39B | +3.36% | 1.70% |
SEIC | 79.26% | $10.66B | +31.23% | 1.11% |
AMZN | 79.20% | $2.27T | +15.88% | 0.00% |
GS | 79.07% | $188.40B | +34.97% | 1.95% |
BLK | 78.85% | $153.23B | +28.67% | 2.59% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.51% | $110.77M | 0.59% | |
VIXY | -80.38% | $144.47M | 0.85% | |
BTAL | -66.99% | $302.99M | 1.43% | |
IVOL | -45.68% | $359.81M | 1.02% | |
SPTS | -35.07% | $5.79B | 0.03% | |
FXY | -33.78% | $863.89M | 0.4% | |
XONE | -33.25% | $634.75M | 0.03% | |
FTSD | -32.94% | $228.22M | 0.25% | |
UTWO | -30.26% | $377.28M | 0.15% | |
SCHO | -28.95% | $10.99B | 0.03% | |
VGSH | -28.23% | $22.43B | 0.03% | |
IBTI | -23.76% | $1.02B | 0.07% | |
IBTG | -22.74% | $1.94B | 0.07% | |
XHLF | -22.66% | $1.56B | 0.03% | |
IBTH | -22.59% | $1.57B | 0.07% | |
IBTJ | -20.82% | $669.02M | 0.07% | |
BILS | -20.20% | $3.93B | 0.1356% | |
IEI | -19.23% | $15.51B | 0.15% | |
SHYM | -18.25% | $324.02M | 0.35% | |
IBTK | -17.68% | $429.66M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.29% | $110.77M | 0.59% | |
VIXY | -80.61% | $144.47M | 0.85% | |
BTAL | -67.59% | $302.99M | 1.43% | |
IVOL | -45.39% | $359.81M | 1.02% | |
SPTS | -34.53% | $5.79B | 0.03% | |
XONE | -33.37% | $634.75M | 0.03% | |
FXY | -33.34% | $863.89M | 0.4% | |
FTSD | -32.29% | $228.22M | 0.25% | |
UTWO | -29.84% | $377.28M | 0.15% | |
SCHO | -28.65% | $10.99B | 0.03% | |
VGSH | -27.86% | $22.43B | 0.03% | |
IBTI | -23.25% | $1.02B | 0.07% | |
XHLF | -22.69% | $1.56B | 0.03% | |
IBTG | -22.63% | $1.94B | 0.07% | |
IBTH | -22.22% | $1.57B | 0.07% | |
BILS | -20.69% | $3.93B | 0.1356% | |
IBTJ | -20.15% | $669.02M | 0.07% | |
IEI | -18.55% | $15.51B | 0.15% | |
SHYM | -17.40% | $324.02M | 0.35% | |
TBLL | -17.13% | $2.31B | 0.08% |
SCHB - Schwab U.S. Broad Market ETF and SCHX - Schwab U.S. Large Cap ETF have a 747 holding overlap. Which accounts for a 93.8% overlap.
Number of overlapping holdings
747
% of overlapping holdings
93.81%
Name | Weight in SCHB | Weight in SCHX |
---|---|---|
6.06% | 6.46% | |
5.97% | 6.37% | |
5.25% | 5.60% | |
3.42% | 3.64% | |
2.61% | 2.78% | |
2.12% | 2.26% | |
1.71% | 1.82% | |
1.56% | 1.66% | |
1.40% | 1.49% | |
1.39% | 1.48% |
Schwab U.S. Broad Market ETF - SCHB is made up of 2410 holdings. Schwab U.S. Large Cap ETF - SCHX is made up of 749 holdings.
Name | Weight |
---|---|
![]() | 6.06% |
![]() | 5.97% |
![]() | 5.25% |
![]() | 3.42% |
2.61% | |
![]() | 2.12% |
![]() | 1.71% |
1.56% | |
![]() | 1.40% |
![]() | 1.39% |
1.28% | |
1.10% | |
1.05% | |
![]() | 0.93% |
0.83% | |
0.78% | |
0.77% | |
0.74% | |
0.66% | |
0.64% | |
0.64% | |
![]() | 0.58% |
0.51% | |
0.49% | |
![]() | 0.48% |
0.48% | |
0.47% | |
0.47% | |
0.45% | |
0.45% |
Name | Weight |
---|---|
![]() | 6.46% |
![]() | 6.37% |
![]() | 5.60% |
![]() | 3.64% |
2.78% | |
![]() | 2.26% |
![]() | 1.82% |
1.66% | |
![]() | 1.49% |
![]() | 1.48% |
1.36% | |
1.17% | |
1.12% | |
![]() | 0.99% |
0.89% | |
0.83% | |
0.82% | |
0.79% | |
0.71% | |
0.69% | |
0.68% | |
![]() | 0.61% |
0.55% | |
0.53% | |
![]() | 0.52% |
0.51% | |
0.51% | |
0.50% | |
0.48% | |
0.47% |