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 IWV?
IWV was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 14458.47m in AUM and 2661 holdings. IWV tracks a cap-weighted index that measures the investable US equities market", covering the entire market-cap spectrum", including micro-caps.
Key Details
Nov 03, 2009
May 22, 2000
Equity
Equity
Large Cap
Total Market
Failed to fetch security history
Holdings
Schwab U.S. Large Cap ETF - SCHX is made up of 750 holdings. iShares Russell 3000 ETF - IWV is made up of 2676 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. | 6.04% |
M MSFTMicrosoft Corp. | 5.2% |
N NVDANVIDIA Corp. | 4.73% |
A AMZNAmazon.com, Inc. | 3.37% |
M METAMeta Platforms, Inc. | 2.34% |
B BRK.BBerkshire Hathaway, Inc. | 1.8% |
G GOOGLAlphabet, Inc. | 1.69% |
A AVGOBroadcom Inc. | 1.45% |
T TSLATesla, Inc. | 1.44% |
G GOOGAlphabet, Inc. | 1.41% |
1.26% | |
L LLYEli Lilly & Co. | 1.2% |
1.09% | |
0.96% | |
0.88% | |
0.82% | |
0.78% | |
N NFLXNetflix, Inc. | 0.73% |
0.73% | |
W WMTWalmart, Inc. | 0.71% |
0.69% | |
0.67% | |
A ABBVAbbVie, Inc. | 0.67% |
0.51% | |
0.51% | |
C CVXChevron Corp. | 0.5% |
C CRMSalesforce, Inc. | 0.46% |
C CSCOCisco Systems, Inc. | 0.45% |
0.44% | |
0.44% | |
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 IWV - iShares Russell 3000 ETF are BN, ITT, BNT, JHG, PH
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 77.77% | $75.46B | +25.56% | 0.69% | |
I ITTITT, Inc. | 77.55% | $9.73B | -9.12% | 1.15% |
| 75.56% | $10.14B | +25.87% | 0.00% | |
| 74.79% | $5.16B | +1.49% | 5.03% | |
| 74.51% | $71.68B | +0.19% | 1.22% | |
| 74.49% | $3.16B | -13.91% | 0.50% | |
| 74.15% | $4.33B | -49.91% | 1.49% | |
| 73.36% | $13.98B | -17.59% | 3.85% | |
A AMZNAmazon.com, Inc. | 73.09% | $1.89T | -0.88% | 0.00% |
| 72.87% | $27.11B | -1.22% | 3.22% | |
E EVREvercore, Inc. | 72.75% | $6.95B | -6.99% | 1.91% |
K KKRKKR & Co., Inc. | 72.51% | $91.09B | +4.46% | 0.74% |
| 72.29% | $158.89B | +25.84% | 2.42% | |
| 72.22% | $162.20B | +5.63% | 3.12% | |
F FLSFlowserve Corp. | 72.01% | $5.74B | -7.51% | 2.02% |
| 71.94% | $19.16B | -25.84% | 5.85% | |
F FTVFortive Corp. | 71.70% | $23.01B | -19.28% | 0.49% |
E ETNEaton Corp. Plc | 71.37% | $102.19B | -18.53% | 1.55% |
P PLABPhotronics, Inc. | 71.27% | $1.16B | -34.83% | 0.00% |
E ENTGEntegris, Inc. | 71.14% | $10.89B | -46.82% | 0.60% |
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 IWV - iShares Russell 3000 ETF are VTI, ITOT, SCHB, IWB, SPTM
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.79% | $447.08B | 0.03% | ||
| 99.78% | $62.64B | 0.03% | ||
| 99.73% | $31.13B | 0.03% | ||
| 99.70% | $37.46B | 0.15% | ||
| 99.65% | $9.47B | 0.03% | ||
| 99.63% | $7.27B | 0.12% | ||
| 99.60% | $3.83B | 0.05% | ||
| 99.60% | $13.54B | 0.09% | ||
| 99.57% | $2.22B | 0.2% | ||
| 99.55% | $4.38B | 0.02% | ||
| 99.53% | $50.55B | 0.03% | ||
| 99.52% | $12.93B | 0.15% | ||
| 99.51% | $577.22B | 0.0945% | ||
| 99.51% | $5.37B | 0.07% | ||
| 99.51% | $59.86B | 0.02% | ||
| 99.50% | $598.65B | 0.03% | ||
| 99.49% | $588.47B | 0.03% | ||
| 99.47% | $12.62B | 0.09% | ||
P PBUSInvesco MSCI USA ETF | 99.41% | $5.90B | 0.04% | |
| 99.39% | $956.93M | 0.03% | ||
Holding Overlap
SCHX - Schwab U.S. Large Cap ETF and IWV - iShares Russell 3000 ETF have a 738 holding overlap. Which accounts for a 93.1% overlap.
Number of overlapping holdings
738
% of overlapping holdings
93.05%
Name | Weight in SCHX | Weight in IWV |
|---|---|---|
| 6.56% | 6.04% | |
| 5.54% | 5.20% | |
| 5.27% | 4.73% | |
| 3.61% | 3.37% | |
| 2.49% | 2.34% | |
| 1.92% | 1.80% | |
| 1.79% | 1.69% | |
| 1.57% | 1.45% | |
| 1.54% | 1.44% | |
| 1.46% | 1.41% |
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.
SCHXSeekingAlpha
DXUV: Questionable Quality For Dimensional's Value-Leaning Broad Market ETF
IWVSeekingAlpha
The recent 10% drawdown in the S&P 500 is a healthy, timely correction, offering potential buying opportunities (perhaps) in the less shining corners of the markets.
IWVSeekingAlpha
Franklin LVHD ETF: Explore a 111-stock portfolio with value traits focusing on utilities and staples.
IWVSeekingAlpha
CLSE: Long/Short Fund Ideal For Today's Macro Set-Up (Rating Upgrade)
IWVSeekingAlpha
We consider 3 notable relative equity market underperformers during US growthâs triumphant run and share 4 avenues of analysis we recommend. Click here to read more.
IWVSeekingAlpha
Inflation stays high, and fewer Fed rate cuts are expected. Learn why market complacency remains a concern amid sticky inflation and high valuations.
IWVDisclaimer
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