SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 34106.67m in AUM and 2375 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
SPY was created on 1993-01-22 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 633461.15m in AUM and 504 holdings. SPY tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee.
Key Details
Nov 03, 2009
Jan 22, 1993
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.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.67% | $103.22B | +45.48% | 0.54% |
BNT | 83.55% | $12.59B | +45.18% | 0.00% |
JHG | 82.81% | $6.32B | +16.29% | 3.92% |
AXP | 82.69% | $228.12B | +38.14% | 0.90% |
PH | 82.30% | $90.91B | +38.76% | 0.94% |
ITT | 82.15% | $12.61B | +25.33% | 0.84% |
TROW | 81.70% | $22.02B | -13.66% | 5.02% |
ADI | 81.37% | $121.66B | +6.58% | 1.56% |
KKR | 81.00% | $119.82B | +26.84% | 0.52% |
MKSI | 80.87% | $7.02B | -22.47% | 0.84% |
BX | 80.10% | $186.30B | +24.44% | 2.26% |
EMR | 79.98% | $77.51B | +25.77% | 1.52% |
BLK | 79.81% | $165.86B | +35.67% | 1.93% |
WAB | 79.73% | $36.60B | +35.37% | 0.42% |
AMZN | 79.65% | $2.33T | +11.30% | 0.00% |
ARES | 79.53% | $38.88B | +28.64% | 2.28% |
SEIC | 79.44% | $11.45B | +40.10% | 1.06% |
GS | 79.39% | $219.66B | +52.99% | 1.68% |
APO | 78.94% | $81.60B | +19.18% | 1.32% |
ENTG | 78.89% | $13.09B | -38.54% | 0.46% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LMBS | -0.06% | $5.11B | 0.64% | |
WEAT | -0.29% | $117.15M | 0.28% | |
IBMS | -0.40% | $89.64M | 0.18% | |
GOVI | -0.54% | $929.28M | 0.15% | |
BUXX | -0.92% | $315.18M | 0.25% | |
AGZD | 0.96% | $102.70M | 0.23% | |
YEAR | 0.97% | $1.47B | 0.25% | |
MLN | -1.13% | $541.74M | 0.24% | |
NYF | 1.16% | $892.18M | 0.25% | |
BNDW | 1.16% | $1.29B | 0.05% | |
CTA | -1.19% | $1.06B | 0.76% | |
NUBD | 1.21% | $397.77M | 0.16% | |
SGOV | -1.23% | $49.21B | 0.09% | |
SUB | 1.31% | $9.91B | 0.07% | |
CGCB | 1.35% | $2.47B | 0.27% | |
IBTF | -1.42% | $1.99B | 0.07% | |
FMB | 1.47% | $1.90B | 0.65% | |
TOTL | -1.74% | $3.84B | 0.55% | |
TLH | 1.83% | $11.52B | 0.15% | |
SHM | -1.83% | $3.41B | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AEP | -0.37% | $55.16B | +17.93% | 3.54% |
MSEX | 0.37% | $1.00B | +5.97% | 2.41% |
VRCA | -0.47% | $59.96M | -91.36% | 0.00% |
VSTA | -0.56% | $344.07M | +39.29% | 0.00% |
HUSA | -0.91% | $19.66M | -19.53% | 0.00% |
STG | -0.94% | $30.78M | -22.51% | 0.00% |
AGL | -1.02% | $989.35M | -60.10% | 0.00% |
PPC | 1.13% | $10.84B | +33.46% | 0.00% |
ALHC | 1.16% | $2.69B | +71.20% | 0.00% |
DFDV | -1.19% | $300.56M | +2,130.16% | 0.00% |
EXC | -1.26% | $43.33B | +23.58% | 3.62% |
SO | 1.30% | $100.18B | +17.28% | 3.18% |
MO | -1.33% | $99.67B | +28.77% | 6.90% |
JNJ | 1.38% | $374.29B | +6.77% | 3.23% |
LITB | 1.40% | $21.24M | -78.57% | 0.00% |
WTRG | -1.59% | $10.40B | +1.01% | 3.50% |
ZCMD | -1.59% | $29.55M | -8.59% | 0.00% |
DUK | -1.62% | $90.99B | +17.25% | 3.56% |
YORW | 1.92% | $462.54M | -11.81% | 2.70% |
VHC | 2.04% | $48.19M | +108.24% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.74% | $99.63M | 0.59% | |
VIXY | -79.67% | $164.54M | 0.85% | |
BTAL | -65.51% | $296.22M | 1.43% | |
IVOL | -46.66% | $347.03M | 1.02% | |
FTSD | -35.02% | $231.81M | 0.25% | |
SPTS | -34.67% | $5.80B | 0.03% | |
FXY | -33.22% | $816.38M | 0.4% | |
XONE | -32.76% | $625.28M | 0.03% | |
UTWO | -29.30% | $379.52M | 0.15% | |
SCHO | -28.67% | $11.03B | 0.03% | |
VGSH | -27.88% | $22.80B | 0.03% | |
IBTI | -23.70% | $1.06B | 0.07% | |
IBTH | -23.06% | $1.62B | 0.07% | |
IBTG | -22.92% | $1.92B | 0.07% | |
SHYM | -22.70% | $357.13M | 0.35% | |
XHLF | -22.70% | $1.73B | 0.03% | |
BILS | -22.37% | $3.81B | 0.1356% | |
IBTJ | -20.62% | $688.19M | 0.07% | |
IEI | -18.76% | $15.48B | 0.15% | |
BSMW | -18.41% | $107.45M | 0.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.35% | $24.23B | +35.36% | 1.09% |
ED | -14.08% | $36.00B | +12.64% | 3.34% |
AWK | -12.44% | $27.36B | +9.65% | 2.21% |
K | -9.79% | $27.76B | +41.17% | 2.85% |
MKTX | -8.42% | $8.22B | +9.03% | 1.38% |
CME | -7.15% | $99.39B | +40.68% | 3.86% |
DG | -5.63% | $25.41B | -7.95% | 2.05% |
KR | -5.12% | $46.43B | +38.38% | 1.85% |
BCE | -4.21% | $21.07B | -27.36% | 10.97% |
ASPS | -3.85% | $108.30M | -4.13% | 0.00% |
VSA | -3.49% | $8.67M | -19.04% | 0.00% |
NEOG | -3.32% | $1.14B | -65.61% | 0.00% |
LTM | -2.81% | $12.63B | -95.46% | 2.42% |
UUU | -2.55% | $7.17M | +101.30% | 0.00% |
AMT | -2.54% | $104.32B | +14.40% | 3.00% |
TU | -2.51% | $24.75B | +7.77% | 7.12% |
DUK | -1.62% | $90.99B | +17.25% | 3.56% |
ZCMD | -1.59% | $29.55M | -8.59% | 0.00% |
WTRG | -1.59% | $10.40B | +1.01% | 3.50% |
MO | -1.33% | $99.67B | +28.77% | 6.90% |
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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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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.
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Q2 2025 Equity Market Outlook
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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 | AUM | Expense Ratio | |
---|---|---|---|---|
SPLG | 99.81% | $72.86B | 0.02% | |
IVV | 99.80% | $623.80B | 0.03% | |
VTI | 99.77% | $498.40B | 0.03% | |
VOO | 99.76% | $682.72B | 0.03% | |
BBUS | 99.74% | $5.03B | 0.02% | |
SCHK | 99.71% | $4.32B | 0.03% | |
ESGU | 99.71% | $13.79B | 0.15% | |
SPTM | 99.71% | $10.53B | 0.03% | |
IWB | 99.67% | $41.05B | 0.15% | |
GSUS | 99.65% | $2.61B | 0.07% | |
ILCB | 99.65% | $1.06B | 0.03% | |
VV | 99.64% | $42.42B | 0.04% | |
PBUS | 99.64% | $7.79B | 0.04% | |
ITOT | 99.62% | $70.29B | 0.03% | |
SPYX | 99.60% | $2.20B | 0.2% | |
SCHX | 99.59% | $55.97B | 0.03% | |
VONE | 99.53% | $6.35B | 0.07% | |
IWV | 99.53% | $15.86B | 0.2% | |
IYY | 99.52% | $2.47B | 0.2% | |
SCHB | 99.52% | $34.33B | 0.03% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.93% | $103.22B | +45.48% | 0.54% |
BNT | 84.92% | $12.59B | +45.18% | 0.00% |
ITT | 84.38% | $12.61B | +25.33% | 0.84% |
AXP | 83.78% | $228.12B | +38.14% | 0.90% |
JHG | 83.74% | $6.32B | +16.29% | 3.92% |
PH | 83.36% | $90.91B | +38.76% | 0.94% |
KKR | 82.00% | $119.82B | +26.84% | 0.52% |
TROW | 81.88% | $22.02B | -13.66% | 5.02% |
GS | 81.54% | $219.66B | +52.99% | 1.68% |
BX | 81.18% | $186.30B | +24.44% | 2.26% |
EMR | 81.18% | $77.51B | +25.77% | 1.52% |
WAB | 81.02% | $36.60B | +35.37% | 0.42% |
EVR | 80.84% | $10.93B | +34.00% | 1.14% |
MKSI | 80.79% | $7.02B | -22.47% | 0.84% |
ADI | 80.66% | $121.66B | +6.58% | 1.56% |
APO | 80.64% | $81.60B | +19.18% | 1.32% |
ARES | 80.63% | $38.88B | +28.64% | 2.28% |
SEIC | 80.57% | $11.45B | +40.10% | 1.06% |
DOV | 80.52% | $25.80B | +6.32% | 1.09% |
BLK | 80.46% | $165.86B | +35.67% | 1.93% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.90% | $70.29B | 0.03% | |
IWB | 99.86% | $41.05B | 0.15% | |
IWV | 99.86% | $15.86B | 0.2% | |
SCHK | 99.85% | $4.32B | 0.03% | |
DFUS | 99.84% | $15.53B | 0.09% | |
SPTM | 99.83% | $10.53B | 0.03% | |
DFAU | 99.83% | $8.44B | 0.12% | |
VTI | 99.82% | $498.40B | 0.03% | |
BBUS | 99.80% | $5.03B | 0.02% | |
SCHX | 99.80% | $55.97B | 0.03% | |
IYY | 99.79% | $2.47B | 0.2% | |
VOO | 99.76% | $682.72B | 0.03% | |
ILCB | 99.75% | $1.06B | 0.03% | |
SPLG | 99.75% | $72.86B | 0.02% | |
ESGU | 99.75% | $13.79B | 0.15% | |
PBUS | 99.74% | $7.79B | 0.04% | |
VONE | 99.74% | $6.35B | 0.07% | |
IVV | 99.72% | $623.80B | 0.03% | |
GSLC | 99.69% | $13.84B | 0.09% | |
GSUS | 99.66% | $2.61B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.65% | $99.63M | 0.59% | |
VIXY | -80.79% | $164.54M | 0.85% | |
BTAL | -67.16% | $296.22M | 1.43% | |
IVOL | -44.82% | $347.03M | 1.02% | |
SPTS | -34.28% | $5.80B | 0.03% | |
XONE | -33.17% | $625.28M | 0.03% | |
FTSD | -32.68% | $231.81M | 0.25% | |
FXY | -32.41% | $816.38M | 0.4% | |
UTWO | -29.05% | $379.52M | 0.15% | |
SCHO | -28.29% | $11.03B | 0.03% | |
VGSH | -27.67% | $22.80B | 0.03% | |
IBTI | -23.53% | $1.06B | 0.07% | |
IBTG | -23.46% | $1.92B | 0.07% | |
IBTH | -23.11% | $1.62B | 0.07% | |
XHLF | -22.68% | $1.73B | 0.03% | |
BILS | -21.88% | $3.81B | 0.1356% | |
IBTJ | -20.25% | $688.19M | 0.07% | |
IEI | -18.60% | $15.48B | 0.15% | |
SHYM | -18.49% | $357.13M | 0.35% | |
TBLL | -17.57% | $2.13B | 0.08% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.97% | $24.23B | +35.36% | 1.09% |
ED | -13.93% | $36.00B | +12.64% | 3.34% |
AWK | -11.86% | $27.36B | +9.65% | 2.21% |
K | -10.50% | $27.76B | +41.17% | 2.85% |
MKTX | -8.37% | $8.22B | +9.03% | 1.38% |
CME | -7.37% | $99.39B | +40.68% | 3.86% |
DG | -5.66% | $25.41B | -7.95% | 2.05% |
BCE | -4.15% | $21.07B | -27.36% | 10.97% |
ASPS | -4.11% | $108.30M | -4.13% | 0.00% |
KR | -4.09% | $46.43B | +38.38% | 1.85% |
VSA | -3.82% | $8.67M | -19.04% | 0.00% |
AMT | -2.93% | $104.32B | +14.40% | 3.00% |
TU | -2.51% | $24.75B | +7.77% | 7.12% |
LTM | -1.96% | $12.63B | -95.46% | 2.42% |
DFDV | -1.91% | $300.56M | +2,130.16% | 0.00% |
ZCMD | -1.81% | $29.55M | -8.59% | 0.00% |
DUK | -1.68% | $90.99B | +17.25% | 3.56% |
MO | -1.65% | $99.67B | +28.77% | 6.90% |
UUU | -1.36% | $7.17M | +101.30% | 0.00% |
HUSA | -1.10% | $19.66M | -19.53% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MLN | 0.05% | $541.74M | 0.24% | |
YEAR | 0.19% | $1.47B | 0.25% | |
IBMS | 0.24% | $89.64M | 0.18% | |
CTA | -0.45% | $1.06B | 0.76% | |
LMBS | 0.45% | $5.11B | 0.64% | |
IBND | -0.58% | $384.31M | 0.5% | |
BUXX | -0.92% | $315.18M | 0.25% | |
GOVI | -1.05% | $929.28M | 0.15% | |
NUBD | 1.24% | $397.77M | 0.16% | |
TLH | 1.29% | $11.52B | 0.15% | |
SHM | -1.41% | $3.41B | 0.2% | |
DFNM | -1.45% | $1.57B | 0.17% | |
CGCB | 1.47% | $2.47B | 0.27% | |
WEAT | -1.60% | $117.15M | 0.28% | |
BNDX | -1.72% | $67.52B | 0.07% | |
BNDW | 1.75% | $1.29B | 0.05% | |
SUB | 1.81% | $9.91B | 0.07% | |
JBND | -1.92% | $2.32B | 0.25% | |
TOTL | -1.98% | $3.84B | 0.55% | |
FIXD | 2.13% | $3.42B | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STG | -0.11% | $30.78M | -22.51% | 0.00% |
VSTA | -0.24% | $344.07M | +39.29% | 0.00% |
LITB | 0.44% | $21.24M | -78.57% | 0.00% |
WTRG | -0.45% | $10.40B | +1.01% | 3.50% |
VRCA | 0.51% | $59.96M | -91.36% | 0.00% |
AEP | -0.60% | $55.16B | +17.93% | 3.54% |
EXC | -0.66% | $43.33B | +23.58% | 3.62% |
JNJ | 0.76% | $374.29B | +6.77% | 3.23% |
SO | 0.98% | $100.18B | +17.28% | 3.18% |
HUSA | -1.10% | $19.66M | -19.53% | 0.00% |
UUU | -1.36% | $7.17M | +101.30% | 0.00% |
AGL | 1.38% | $989.35M | -60.10% | 0.00% |
NEOG | 1.51% | $1.14B | -65.61% | 0.00% |
MO | -1.65% | $99.67B | +28.77% | 6.90% |
DUK | -1.68% | $90.99B | +17.25% | 3.56% |
PPC | 1.71% | $10.84B | +33.46% | 0.00% |
ZCMD | -1.81% | $29.55M | -8.59% | 0.00% |
DFDV | -1.91% | $300.56M | +2,130.16% | 0.00% |
LTM | -1.96% | $12.63B | -95.46% | 2.42% |
TEF | 2.22% | $30.08B | +25.41% | 6.16% |
SCHB - Schwab U.S. Broad Market ETF and SPY - SPDR S&P 500 ETF Trust have a 501 holding overlap. Which accounts for a 87.8% overlap.
Number of overlapping holdings
501
% of overlapping holdings
87.78%
Name | Weight in SCHB | Weight in SPY |
---|---|---|
6.26% | 7.26% | |
6.12% | 6.93% | |
5.20% | 5.99% | |
3.49% | 3.96% | |
2.61% | 2.96% | |
2.09% | 2.41% | |
1.71% | 1.95% | |
1.50% | 1.67% | |
1.41% | 1.67% | |
1.39% | 1.58% |
Schwab U.S. Broad Market ETF - SCHB is made up of 2378 holdings. SPDR S&P 500 ETF Trust - SPY is made up of 504 holdings.
Name | Weight |
---|---|
![]() | 6.26% |
![]() | 6.12% |
![]() | 5.20% |
![]() | 3.49% |
2.61% | |
![]() | 2.09% |
![]() | 1.71% |
1.50% | |
![]() | 1.41% |
![]() | 1.39% |
1.35% | |
1.02% | |
1.02% | |
![]() | 0.92% |
0.79% | |
0.77% | |
0.73% | |
0.71% | |
0.63% | |
0.63% | |
0.62% | |
![]() | 0.60% |
![]() | 0.56% |
0.53% | |
0.50% | |
0.47% | |
0.46% | |
0.46% | |
0.46% | |
0.45% |
Name | Weight |
---|---|
![]() | 7.26% |
![]() | 6.93% |
![]() | 5.99% |
![]() | 3.96% |
2.96% | |
![]() | 2.41% |
![]() | 1.95% |
1.67% | |
![]() | 1.67% |
![]() | 1.58% |
1.54% | |
1.15% | |
1.15% | |
![]() | 1.03% |
0.90% | |
0.86% | |
0.82% | |
0.80% | |
![]() | 0.72% |
0.71% | |
0.70% | |
0.69% | |
![]() | 0.63% |
0.61% | |
0.53% | |
0.53% | |
0.52% | |
0.52% | |
0.51% | |
0.51% |