SCHX vs CSM

Both CSM and SCHX are ETFs. Below is the comparison between CSM and SCHX.

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CSM SCHX
Security Type ETF ETF
Finny Score N/A 80
Category N/A Large Blend
Family ProShares Charles Schwab
Net Assets $396.20M N/A
Expense Ratio N/A 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A 1.45%
Underlying Index Credit Suisse 130/30 Large Cap Index Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return N/A 14.24%
1-Year Return N/A 15.84%
3-Year Return N/A 10.64%
5-Year Return N/A 9.74%
10-Year Return N/A 11.59%

CSM

CSM description

ProShares Trust - ProShares Large Cap Core Plus is an exchange traded fund launched and managed by ProShare Advisors LLC. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. It employs long/short strategy and uses derivatives such as swaps to create its portfolio. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Credit Suisse 130/30 Large Cap Index, by using synthetic replication technique. ProShares Trust - ProShares Large Cap Core Plus was formed on July 13, 2009 and is domiciled in the United States.

CSM performance & returns
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CSM expense ratio is N/A.

CSM holdings

Top 10 Holdings (20.09% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.22%
Microsoft Corp MSFT 4.54%
Amazon.com Inc AMZN 2.03%
NVIDIA Corp NVDA 1.84%
Alphabet Inc Class A GOOGL 1.24%
Tesla Inc TSLA 1.09%
UnitedHealth Group Inc UNH 1.05%
Alphabet Inc Class C GOOG 1.05%
Meta Platforms Inc Class A META 1.01%
Visa Inc Class A V 1.01%

CSM pros

None that we could think of.

CSM cons

The following are CSM weaknesses from our perspective:

  • CSM net assets are $396.20 million. This fund is not a popular choice with retail investors.

Other relevant CSM comparisons

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Or use Finny's Comparison Tool to create a comparison you'd like to see.

SCHX

SCHX description

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.

SCHX performance & returns
YTD Return 14.24%
1-Month Return -1.37%
3-Month Return -0.35%
1-Year Return 15.84%
3-Year Return 10.64%
5-Year Return 9.74%
10-Year Return 11.59%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (28.65% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.85%
Microsoft Corp MSFT 6.01%
Amazon.com Inc AMZN 3.04%
NVIDIA Corp NVDA 3.01%
Alphabet Inc Class A GOOGL 1.99%
Alphabet Inc Class C GOOG 1.73%
Tesla Inc TSLA 1.71%
Meta Platforms Inc Class A META 1.61%
Berkshire Hathaway Inc Class B BRK.B 1.58%
Exxon Mobil Corp XOM 1.11%

SCHX pros

The following are SCHX strengths from our perspective:

  • SCHX 3-year return is 10.64%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SCHX 5-year return is 9.74%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SCHX 10-year return is 11.59%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

SCHX cons

The following are SCHX weaknesses from our perspective:

  • SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SCHX comparisons

You may also want to check out the following SCHX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.