ETF comparison

SCHXvsSPYM

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%

496 positions appear in both funds. Buying equal dollars of SCHX and SPYM would leave roughly91.9%of each dollar exposed to the same underlying securities.

SCHX only 8.0%Shared 91.9%SPYM only 8.0%
In SCHX only
253 positions
Shared
496 positions
In SPYM only
11 positions

Side by side

SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91composite / 100
Expense ratio
0.030%
Net assets
$74.17B
TTM yield
1.01%
Top-10 conc.
37.3%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91composite / 100
Expense ratio
0.020%
Net assets
$171.26B
TTM yield
1.02%
Top-10 conc.
36.4%

Sub-score comparison

97
Cost
98
88
Tax efficiency
88
100
Liquidity
100
61
Concentration
62
Tracking quality
SCHXsub-scoreSPYM

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with SCHX vs SPYM.

Top shared holdings

496 shared in total
#HoldingIn SCHXIn SPYMOverlap
1NVIDIA Corp7.50%7.51%7.50%
2Apple Inc6.69%6.59%6.59%
3Microsoft Corp4.88%4.29%4.29%
4Amazon.com Inc3.86%3.62%3.62%
5Alphabet Inc3.24%3.25%3.24%
6Broadcom Inc3.10%2.77%2.77%
7Alphabet Inc2.57%2.59%2.57%
8Meta Platforms Inc2.02%1.92%1.92%
9Tesla Inc1.79%1.83%1.79%
10Micron Technology Inc1.60%2.02%1.60%
11Eli Lilly & Co1.28%1.47%1.28%
12Berkshire Hathaway Inc1.27%1.42%1.27%

Only in SCHX

253 total
  • Honeywell International Inc0.22%
  • Snowflake Inc0.13%
  • Cloudflare Inc0.11%
  • Bloom Energy Corp0.11%
  • Rocket Lab Corp0.10%
  • Strategy Inc0.07%
  • Cheniere Energy Inc0.07%
  • Astera Labs Inc0.07%
  • Ferguson Enterprises Inc0.06%
  • Alnylam Pharmaceuticals Inc0.06%

Only in SPYM

11 total
  • Sandisk Corp0.52%
  • Honeywell International Inc0.11%
  • Honeywell Aerospace Inc0.11%
  • Lumentum Holdings Inc0.10%
  • DuPont de Nemours Inc0.03%
  • Fedex Freight Holding Co Inc0.03%
  • EchoStar Corp0.02%
  • Fox Corp0.01%
  • News Corp0.01%
  • CONTRA HOLOGIC INCORPO0.00%

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 methodologyand 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.