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ETF comparison

CGUS vs SCHX

Both US Large Cap.

Capital Group Core Equity ETF · Schwab U.S. Large-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
43.7 %

58 positions appear in both funds. Buying equal dollars of CGUS and SCHX would leave roughly 43.7% of each dollar exposed to the same underlying securities.

CGUS unmatched 53.4% Shared 43.7% SCHX unmatched 56.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In CGUS only
7 positions
Shared
58 positions
In SCHX only
690 positions

Side by side

CGUS

Capital Group Core Equity ETF

Capital Group · US Large Cap

78 composite / 100
Expense ratio
0.33%
Net assets
$11.91B
TTM yield
0.84%
Top-10 conc.
42.7%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.85B
TTM yield
1.04%
Top-10 conc.
37.3%

Sub-score comparison

67
Cost
97
89
Tax efficiency
88
100
Liquidity
100
53
Concentration
61
—
Tracking quality
—
CGUS sub-score SCHX

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHX is 30 bps cheaper than CGUS. On a $100,000 position that's about $300/yr more in fees for CGUS.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with CGUS vs SCHX.

Top shared holdings

58 shared in total
# Holding In CGUS In SCHX Overlap
1 NVIDIA Corp 6.85% 7.50% 6.85%
2 Microsoft Corp 5.75% 4.88% 4.88%
3 Amazon.com Inc 5.04% 3.86% 3.86%
4 Alphabet Inc 3.22% 3.24% 3.22%
5 Broadcom Inc 6.33% 3.10% 3.10%
6 Apple Inc 2.76% 6.69% 2.76%
7 Meta Platforms Inc 3.79% 2.02% 2.02%
8 Alphabet Inc 1.93% 2.57% 1.93%
9 Eli Lilly & Co 3.92% 1.28% 1.28%
10 JPMorgan Chase & Co 1.79% 1.18% 1.18%
11 Cisco Systems Inc 1.95% 0.70% 0.70%
12 Visa Inc 0.67% 0.80% 0.67%

Only in CGUS

7 total
  • Taiwan Semiconductor Manufacturing Co Ltd 2.44%
  • British American Tobacco PLC 1.87%
  • Canadian Natural Resources Ltd 1.33%
  • GFL Environmental Inc 0.78%
  • Viking Holdings Ltd 0.58%
  • TC Energy Corp 0.52%
  • Airbus SE 0.51%

Only in SCHX

690 total
  • Tesla Inc 1.79%
  • Micron Technology Inc 1.60%
  • Berkshire Hathaway Inc 1.27%
  • Advanced Micro Devices Inc 1.23%
  • Johnson & Johnson 0.79%
  • Walmart Inc 0.74%
  • Costco Wholesale Corp 0.62%
  • Caterpillar Inc 0.60%
  • Lam Research Corp 0.58%
  • Oracle Corp 0.56%

Percentages are holdings overlap with the named fund.

Open CGUS or SCHX at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.