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ETF comparison

SCHX vs SPYM

Both US Large Cap.

Schwab U.S. Large-Cap ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
91.9 %

495 positions appear in both funds. Buying equal dollars of SCHX and SPYM would leave roughly 91.9% of each dollar exposed to the same underlying securities.

SCHX unmatched 7.9% Shared 91.9% SPYM unmatched 8.0%

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 SCHX only
253 positions
Shared
495 positions
In SPYM only
11 positions

Side by side

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%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91 composite / 100
Expense ratio
0.020%
Net assets
$173.63B
TTM yield
1.01%
Top-10 conc.
36.4%

Sub-score comparison

97
Cost
98
88
Tax efficiency
88
100
Liquidity
100
61
Concentration
62
—
Tracking quality
—
SCHX sub-score SPYM

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

Cost difference

SPYM is 1 bps cheaper than SCHX. On a $100,000 position that's about $10/yr more in fees for SCHX.

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 SCHX vs SPYM.

Top shared holdings

495 shared in total
# Holding In SCHX In SPYM Overlap
1 NVIDIA Corp 7.50% 7.51% 7.50%
2 Apple Inc 6.69% 6.59% 6.59%
3 Microsoft Corp 4.88% 4.29% 4.29%
4 Amazon.com Inc 3.86% 3.62% 3.62%
5 Alphabet Inc 3.24% 3.25% 3.24%
6 Broadcom Inc 3.10% 2.77% 2.77%
7 Alphabet Inc 2.57% 2.59% 2.57%
8 Meta Platforms Inc 2.02% 1.92% 1.92%
9 Tesla Inc 1.79% 1.83% 1.79%
10 Micron Technology Inc 1.60% 2.02% 1.60%
11 Eli Lilly & Co 1.28% 1.47% 1.28%
12 Berkshire Hathaway Inc 1.27% 1.42% 1.27%

Only in SCHX

253 total
  • Honeywell International Inc 0.22%
  • Snowflake Inc 0.13%
  • Cloudflare Inc 0.11%
  • Bloom Energy Corp 0.11%
  • Rocket Lab Corp 0.10%
  • Strategy Inc 0.07%
  • Cheniere Energy Inc 0.07%
  • Astera Labs Inc 0.07%
  • Ferguson Enterprises Inc 0.06%
  • Alnylam Pharmaceuticals Inc 0.06%

Only in SPYM

11 total
  • Sandisk Corp 0.52%
  • Honeywell International Inc 0.11%
  • Honeywell Aerospace Inc 0.11%
  • Lumentum Holdings Inc 0.10%
  • DuPont de Nemours Inc 0.03%
  • Fedex Freight Holding Co Inc 0.03%
  • EchoStar Corp 0.02%
  • Fox Corp 0.01%
  • News Corp 0.01%
  • CONTRA HOLOGIC INCORPO 0.00%

Percentages are holdings overlap with the named fund.

Open SCHX or SPYM 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.