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ETF comparison

SCHX vs XLG

Both US Large Cap.

Schwab U.S. Large-Cap ETF · Invesco S&P 500 Top 50 ETF

Holdings overlap

Weighted by ISIN/CUSIP
59.7 %

49 positions appear in both funds. Buying equal dollars of SCHX and XLG would leave roughly 59.7% of each dollar exposed to the same underlying securities.

SCHX unmatched 40.2% Shared 59.7% XLG unmatched 40.4%

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
699 positions
Shared
49 positions
In XLG only
3 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%
XLG

Invesco S&P 500 Top 50 ETF

Invesco · US Large Cap

79 composite / 100
Expense ratio
0.20%
Net assets
$11.69B
TTM yield
0.64%
Top-10 conc.
60.1%

Sub-score comparison

97
Cost
80
88
Tax efficiency
89
100
Liquidity
100
61
Concentration
28
—
Tracking quality
—
SCHX sub-score XLG

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

Cost difference

SCHX is 17 bps cheaper than XLG. On a $100,000 position that's about $170/yr more in fees for XLG.

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 XLG.

Top shared holdings

49 shared in total
# Holding In SCHX In XLG Overlap
1 NVIDIA Corp 7.50% 12.06% 7.50%
2 Apple Inc 6.69% 11.26% 6.69%
3 Microsoft Corp 4.88% 8.56% 4.88%
4 Amazon.com Inc 3.86% 6.60% 3.86%
5 Alphabet Inc 3.24% 5.18% 3.24%
6 Broadcom Inc 3.10% 4.57% 3.10%
7 Alphabet Inc 2.57% 4.18% 2.57%
8 Meta Platforms Inc 2.02% 3.03% 2.02%
9 Tesla Inc 1.79% 2.17% 1.79%
10 Micron Technology Inc 1.60% 2.30% 1.60%
11 Eli Lilly & Co 1.28% 2.25% 1.28%
12 Berkshire Hathaway Inc 1.27% 2.33% 1.27%

Only in SCHX

699 total
  • Exxon Mobil Corp 0.89%
  • RTX Corp 0.35%
  • Palo Alto Networks Inc 0.33%
  • Citigroup Inc 0.32%
  • Analog Devices Inc 0.30%
  • Seagate Technology Holdings PLC 0.28%
  • Thermo Fisher Scientific Inc 0.27%
  • Crowdstrike Holdings Inc 0.27%
  • Amphenol Corp 0.27%
  • Boeing Co/The 0.27%

Only in XLG

3 total
  • ExxonMobil Holdings Corp. 1.60%
  • Sandisk Corp. 0.45%
  • Invesco Government & Agency Portfolio 0.03%

Percentages are holdings overlap with the named fund.

Open SCHX or XLG 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.