What is SCHX?
SCHX was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 50053.46m in AUM and 750 holdings. SCHX tracks a market-cap-weighted index of the 750 largest US companies.
What is DFUS?
DFUS was created on 2021-06-14 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. DFUS actively selects US equities of all sizes weighted by market capitalization in seeking to provide long-term capital appreciation.
Key Details
Nov 03, 2009
Jun 14, 2021
Equity
Equity
Large Cap
Total Market
Holdings
Schwab U.S. Large Cap ETF - SCHX is made up of 750 holdings. Dimensional U.S. Equity Market ETF - DFUS is made up of 2473 holdings.
Name | Weight |
|---|---|
A AAPLApple, Inc. | 6.56% |
M MSFTMicrosoft Corp. | 5.54% |
N NVDANVIDIA Corp. | 5.27% |
A AMZNAmazon.com, Inc. | 3.61% |
M METAMeta Platforms, Inc. | 2.49% |
B BRK.BBerkshire Hathaway, Inc. | 1.92% |
G GOOGLAlphabet, Inc. | 1.79% |
A AVGOBroadcom Inc. | 1.57% |
T TSLATesla, Inc. | 1.54% |
G GOOGAlphabet, Inc. | 1.46% |
1.34% | |
L LLYEli Lilly & Co. | 1.26% |
1.16% | |
1.01% | |
0.94% | |
0.87% | |
0.84% | |
N NFLXNetflix, Inc. | 0.78% |
0.78% | |
W WMTWalmart, Inc. | 0.76% |
0.73% | |
0.72% | |
A ABBVAbbVie, Inc. | 0.71% |
C CVXChevron Corp. | 0.54% |
0.54% | |
0.54% | |
C CRMSalesforce, Inc. | 0.51% |
C CSCOCisco Systems, Inc. | 0.48% |
0.47% | |
0.46% | |
Name | Weight |
|---|---|
A AAPLApple, Inc. | 6.37% |
M MSFTMicrosoft Corp. | 5.07% |
N NVDANVIDIA Corp. | 5.06% |
A AMZNAmazon.com, Inc. | 3.51% |
M METAMeta Platforms, Inc. | 2.4% |
B BRK.BBerkshire Hathaway, Inc. | 1.85% |
G GOOGLAlphabet, Inc. | 1.7% |
T TSLATesla, Inc. | 1.56% |
G GOOGAlphabet, Inc. | 1.54% |
A AVGOBroadcom Inc. | 1.46% |
1.29% | |
L LLYEli Lilly & Co. | 1.25% |
1.12% | |
0.97% | |
0.9% | |
0.84% | |
0.8% | |
N NFLXNetflix, Inc. | 0.76% |
0.75% | |
W WMTWalmart, Inc. | 0.74% |
0.72% | |
0.69% | |
A ABBVAbbVie, Inc. | 0.68% |
0.55% | |
0.54% | |
C CVXChevron Corp. | 0.53% |
C CRMSalesforce, Inc. | 0.49% |
0.46% | |
C CSCOCisco Systems, Inc. | 0.46% |
O ORCLOracle Corp. | 0.46% |
Stock Correlation
The stocks that are correlated to SCHX - Schwab U.S. Large Cap ETF are ITT, BN, MKSI, AMZN, JHG
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
I ITTITT, Inc. | 76.09% | $9.73B | -9.12% | 1.15% |
| 75.91% | $75.46B | +25.56% | 0.69% | |
| 74.71% | $4.33B | -49.91% | 1.49% | |
A AMZNAmazon.com, Inc. | 74.00% | $1.89T | -0.88% | 0.00% |
| 73.89% | $5.16B | +1.49% | 5.03% | |
| 73.82% | $10.14B | +25.87% | 0.00% | |
| 73.70% | $3.16B | -13.91% | 0.50% | |
| 73.36% | $71.68B | +0.19% | 1.22% | |
| 72.65% | $27.11B | -1.22% | 3.22% | |
| 72.63% | $13.98B | -17.59% | 3.85% | |
K KKRKKR & Co., Inc. | 71.83% | $91.09B | +4.46% | 0.74% |
A APHAmphenol Corp. | 71.75% | $75.93B | +8.88% | 1.01% |
E ENTGEntegris, Inc. | 71.74% | $10.89B | -46.82% | 0.60% |
E ETNEaton Corp. Plc | 71.56% | $102.19B | -18.53% | 1.55% |
E EVREvercore, Inc. | 71.36% | $6.95B | -6.99% | 1.91% |
F FLSFlowserve Corp. | 71.15% | $5.74B | -7.51% | 2.02% |
S SNPSSynopsys, Inc. | 71.12% | $64.59B | -26.34% | 0.00% |
P PLABPhotronics, Inc. | 71.04% | $1.16B | -34.83% | 0.00% |
| 70.84% | $19.16B | -25.84% | 5.85% | |
| 70.60% | $162.20B | +5.63% | 3.12% | |
The stocks that are correlated to DFUS - Dimensional U.S. Equity Market ETF are ITT, BN, JHG, MKSI, AEIS
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
I ITTITT, Inc. | 77.26% | $9.73B | -9.12% | 1.15% |
| 76.46% | $75.46B | +25.56% | 0.69% | |
| 74.89% | $5.16B | +1.49% | 5.03% | |
| 74.81% | $4.33B | -49.91% | 1.49% | |
| 74.68% | $3.16B | -13.91% | 0.50% | |
| 74.37% | $71.68B | +0.19% | 1.22% | |
| 74.34% | $10.14B | +25.87% | 0.00% | |
| 73.90% | $13.98B | -17.59% | 3.85% | |
A AMZNAmazon.com, Inc. | 73.76% | $1.89T | -0.88% | 0.00% |
| 73.41% | $27.11B | -1.22% | 3.22% | |
E EVREvercore, Inc. | 73.19% | $6.95B | -6.99% | 1.91% |
K KKRKKR & Co., Inc. | 72.48% | $91.09B | +4.46% | 0.74% |
F FLSFlowserve Corp. | 72.41% | $5.74B | -7.51% | 2.02% |
| 72.38% | $158.89B | +25.84% | 2.42% | |
E ETNEaton Corp. Plc | 72.33% | $102.19B | -18.53% | 1.55% |
A APHAmphenol Corp. | 72.21% | $75.93B | +8.88% | 1.01% |
| 72.17% | $19.16B | -25.84% | 5.85% | |
P PLABPhotronics, Inc. | 71.97% | $1.16B | -34.83% | 0.00% |
E ENTGEntegris, Inc. | 71.82% | $10.89B | -46.82% | 0.60% |
F FTVFortive Corp. | 71.48% | $23.01B | -19.28% | 0.49% |
ETF Correlation
The ETFs that are correlated to SCHX - Schwab U.S. Large Cap ETF are BBUS, IWB, SPY, VOO, IVV
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.82% | $4.38B | 0.02% | ||
| 99.79% | $37.46B | 0.15% | ||
| 99.76% | $577.22B | 0.0945% | ||
| 99.76% | $598.65B | 0.03% | ||
| 99.75% | $588.47B | 0.03% | ||
| 99.75% | $59.86B | 0.02% | ||
| 99.75% | $3.83B | 0.05% | ||
| 99.73% | $12.93B | 0.15% | ||
| 99.69% | $447.08B | 0.03% | ||
| 99.67% | $9.47B | 0.03% | ||
| 99.67% | $62.64B | 0.03% | ||
| 99.67% | $2.22B | 0.2% | ||
| 99.66% | $5.37B | 0.07% | ||
| 99.64% | $31.13B | 0.03% | ||
| 99.63% | $13.54B | 0.09% | ||
| 99.60% | $956.93M | 0.03% | ||
P PBUSInvesco MSCI USA ETF | 99.57% | $5.90B | 0.04% | |
| 99.57% | $2.47B | 0.07% | ||
| 99.54% | $39.37B | 0.04% | ||
| 99.53% | $14.62B | 0.2% | ||
The ETFs that are correlated to DFUS - Dimensional U.S. Equity Market ETF are VTI, ITOT, IWB, SCHB, SCHK
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.78% | $447.08B | 0.03% | ||
| 99.76% | $62.64B | 0.03% | ||
| 99.76% | $37.46B | 0.15% | ||
| 99.73% | $31.13B | 0.03% | ||
| 99.72% | $3.83B | 0.05% | ||
| 99.69% | $9.47B | 0.03% | ||
| 99.67% | $2.22B | 0.2% | ||
| 99.64% | $7.27B | 0.12% | ||
| 99.63% | $4.38B | 0.02% | ||
| 99.63% | $50.55B | 0.03% | ||
| 99.61% | $577.22B | 0.0945% | ||
| 99.60% | $59.86B | 0.02% | ||
| 99.60% | $14.62B | 0.2% | ||
| 99.58% | $588.47B | 0.03% | ||
| 99.57% | $598.65B | 0.03% | ||
P PBUSInvesco MSCI USA ETF | 99.55% | $5.90B | 0.04% | |
| 99.54% | $12.93B | 0.15% | ||
| 99.52% | $5.37B | 0.07% | ||
| 99.48% | $956.93M | 0.03% | ||
| 99.47% | $2.47B | 0.07% | ||
Holding Overlap
SCHX - Schwab U.S. Large Cap ETF and DFUS - Dimensional U.S. Equity Market ETF have a 688 holding overlap. Which accounts for a 93.5% overlap.
Number of overlapping holdings
688
% of overlapping holdings
93.49%
Name | Weight in SCHX | Weight in DFUS |
|---|---|---|
| 6.56% | 6.37% | |
| 5.54% | 5.07% | |
| 5.27% | 5.06% | |
| 3.61% | 3.51% | |
| 2.49% | 2.40% | |
| 1.92% | 1.85% | |
| 1.79% | 1.70% | |
| 1.57% | 1.46% | |
| 1.54% | 1.56% | |
| 1.46% | 1.54% |
News
SeekingAlpha
The Stock Market Warning Of A Recession?
SCHXSeekingAlpha
President Trump announced that he would apply a minimum 10% tariff on all exporters to the U.S., and multiple countries will face an additional tariff.
SCHXSeekingAlpha
Historically, when the S&P 500 has fallen 10% and yield on 10-yr USTs has declined 50+ bps, the economy has been heading into recession ~70% of the time. We reached both milestones in March.
SCHXSeekingAlpha
Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation.
SCHXSeekingAlpha
Q4 GDP Third Estimate: Real GDP At 2.5%, Higher Than Expected
SCHXSeekingAlpha
New data published on Monday reaffirm that US economic is still growing and the odds remain low that a recession has started or is imminent. Click to read.
SCHXDisclaimer
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.
0% Expense Ratios with TLH
We offer over 50 indexes with zero expense ratios.
Registration will take about 10 seconds