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 IYY?
IYY was created on 2000-06-12 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 2193.01m in AUM and 1023 holdings. IYY tracks a broad", cap-weighted index of US companies covering 95% of the U.S. market.
Key Details
Nov 03, 2009
Jun 12, 2000
Equity
Equity
Large Cap
Total Market
Holdings
Schwab U.S. Large Cap ETF - SCHX is made up of 750 holdings. iShares Dow Jones U.S. ETF - IYY is made up of 1028 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. | 6.39% |
M MSFTMicrosoft Corp. | 5.4% |
N NVDANVIDIA Corp. | 5.14% |
A AMZNAmazon.com, Inc. | 3.51% |
M METAMeta Platforms, Inc. | 2.43% |
B BRK.BBerkshire Hathaway, Inc. | 1.87% |
G GOOGLAlphabet, Inc. | 1.74% |
A AVGOBroadcom Inc. | 1.53% |
T TSLATesla, Inc. | 1.5% |
G GOOGAlphabet, Inc. | 1.43% |
1.31% | |
L LLYEli Lilly & Co. | 1.23% |
1.13% | |
0.98% | |
0.92% | |
0.85% | |
0.81% | |
N NFLXNetflix, Inc. | 0.76% |
0.76% | |
W WMTWalmart, Inc. | 0.74% |
0.71% | |
0.7% | |
A ABBVAbbVie, Inc. | 0.69% |
C CVXChevron Corp. | 0.53% |
0.53% | |
0.52% | |
C CRMSalesforce, Inc. | 0.49% |
C CSCOCisco Systems, Inc. | 0.47% |
0.46% | |
0.45% | |
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 IYY - iShares Dow Jones U.S. ETF are ITT, BN, MKSI, JHG, AEIS
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
I ITTITT, Inc. | 77.05% | $9.73B | -9.12% | 1.15% |
| 76.14% | $75.46B | +25.56% | 0.69% | |
| 74.80% | $4.33B | -49.91% | 1.49% | |
| 74.39% | $5.16B | +1.49% | 5.03% | |
| 74.37% | $3.16B | -13.91% | 0.50% | |
| 74.14% | $10.14B | +25.87% | 0.00% | |
| 74.10% | $71.68B | +0.19% | 1.22% | |
A AMZNAmazon.com, Inc. | 73.82% | $1.89T | -0.88% | 0.00% |
| 73.19% | $13.98B | -17.59% | 3.85% | |
| 73.11% | $27.11B | -1.22% | 3.22% | |
E EVREvercore, Inc. | 72.68% | $6.95B | -6.99% | 1.91% |
K KKRKKR & Co., Inc. | 72.44% | $91.09B | +4.46% | 0.74% |
E ETNEaton Corp. Plc | 72.20% | $102.19B | -18.53% | 1.55% |
F FLSFlowserve Corp. | 72.00% | $5.74B | -7.51% | 2.02% |
E ENTGEntegris, Inc. | 71.84% | $10.89B | -46.82% | 0.60% |
| 71.70% | $19.16B | -25.84% | 5.85% | |
| 71.66% | $158.89B | +25.84% | 2.42% | |
A APHAmphenol Corp. | 71.62% | $75.93B | +8.88% | 1.01% |
P PLABPhotronics, Inc. | 71.40% | $1.16B | -34.83% | 0.00% |
| 71.20% | $162.20B | +5.63% | 3.12% | |
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 IYY - iShares Dow Jones U.S. ETF are IWB, VTI, ITOT, BBUS, SPTM
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.78% | $37.46B | 0.15% | ||
| 99.75% | $447.08B | 0.03% | ||
| 99.73% | $62.64B | 0.03% | ||
| 99.71% | $4.38B | 0.02% | ||
| 99.69% | $9.47B | 0.03% | ||
| 99.69% | $3.83B | 0.05% | ||
| 99.67% | $50.55B | 0.03% | ||
| 99.67% | $13.54B | 0.09% | ||
| 99.66% | $59.86B | 0.02% | ||
| 99.66% | $577.22B | 0.0945% | ||
| 99.64% | $31.13B | 0.03% | ||
| 99.64% | $588.47B | 0.03% | ||
| 99.63% | $598.65B | 0.03% | ||
P PBUSInvesco MSCI USA ETF | 99.62% | $5.90B | 0.04% | |
| 99.62% | $956.93M | 0.03% | ||
| 99.62% | $2.47B | 0.07% | ||
| 99.60% | $12.93B | 0.15% | ||
| 99.57% | $14.62B | 0.2% | ||
| 99.56% | $1.17B | 0.14% | ||
| 99.55% | $5.37B | 0.07% | ||
Holding Overlap
SCHX - Schwab U.S. Large Cap ETF and IYY - iShares Dow Jones U.S. ETF have a 743 holding overlap. Which accounts for a 97.3% overlap.
Number of overlapping holdings
743
% of overlapping holdings
97.31%
Name | Weight in SCHX | Weight in IYY |
|---|---|---|
| 6.56% | 6.39% | |
| 5.54% | 5.40% | |
| 5.27% | 5.14% | |
| 3.61% | 3.51% | |
| 2.49% | 2.43% | |
| 1.92% | 1.87% | |
| 1.79% | 1.74% | |
| 1.57% | 1.53% | |
| 1.54% | 1.50% | |
| 1.46% | 1.43% |
News
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From tariff threats to renewed economic fears, uncertainty abounds. TD Asset Management's Ben Gossack discusses how sticking to an investing program can help counter negative sentiment.
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Leading indicators suggest a stable labor market, though demographic shifts in unemployment rates among educated and older workers need monitoring. Read what investors need to know.
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Recession odds are rising. Read more on the long-term market reaction and what investors are doing to prepare for volatile times.
IYYDisclaimer
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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