Both SCHX and VOO are ETFs. SCHX has a lower 5-year return than VOO (9.74% vs 9.99%). SCHX has a lower expense ratio than VOO (0.03% vs 0.04%). Below is the comparison between SCHX and VOO.
SCHX | VOO | |
---|---|---|
Security Type | ETF | ETF |
Finny Score | 80 | 80 |
Category | Large Blend | Large Blend |
Family | Charles Schwab | Vanguard |
Net Assets | N/A | N/A |
Expense Ratio | 0.03% | 0.04% |
Management Style | passive (index-based) | passive (index-based) |
Dividend Yield | 1.45% | 1.50% |
Underlying Index | Dow Jones U.S. Large Cap Total Stock Market Index | S&P 500 |
YTD Return | 14.24% | 14.17% |
1-Year Return | 15.84% | 16.21% |
3-Year Return | 10.64% | 11.38% |
5-Year Return | 9.74% | 9.99% |
10-Year Return | 11.59% | 11.80% |
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 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
- SCHX vs VOO
- SCHX vs SCHB
- SCHX vs SCHD
- SCHX vs SCHG
- SCHX vs IVV
- SCHX vs SWPPX
- SCHX vs VTI
- SCHX vs SPY
- SCHX vs DIA
- SCHX vs DLN
- SCHX vs CDC
- SCHX vs CFO
- SCHX vs CFA
- SCHX vs CSM
- SCHX vs DUSA
- SCHX vs CAPE
- SCHX vs DJD
- SCHX vs DEUS
VOO
VOO description
Vanguard Index Funds - Vanguard S&P 500 ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. Vanguard Index Funds - Vanguard S&P 500 ETF was formed on August 31, 1976 and is domiciled in the United States.
VOO performance & returns
YTD Return | 14.17% |
1-Month Return | -1.44% |
3-Month Return | -0.42% |
1-Year Return | 16.21% |
3-Year Return | 11.38% |
5-Year Return | 9.99% |
10-Year Return | 11.80% |
VOO holdings
Top 10 Holdings (30.76% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Apple Inc | AAPL | 7.35% |
Microsoft Corp | MSFT | 6.45% |
Amazon.com Inc | AMZN | 3.26% |
NVIDIA Corp | NVDA | 3.23% |
Alphabet Inc Class A | GOOGL | 2.14% |
Alphabet Inc Class C | GOOG | 1.86% |
Tesla Inc | TSLA | 1.84% |
Meta Platforms Inc Class A | META | 1.73% |
Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
Exxon Mobil Corp | XOM | 1.19% |
VOO pros
The following are VOO strengths from our perspective:
- VOO 3-year return is 11.38%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- VOO 5-year return is 9.99%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- VOO 10-year return is 11.8%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- VOO expense ratio is 0.04%, which is considered low. Nice job picking a low-cost fund.
VOO cons
The following are VOO weaknesses from our perspective:
- VOO net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant VOO comparisons
You may also want to check out the following VOO comparisons that investors often look for on Finny
- VOO vs VTI
- VOO vs SPY
- VOO vs VFIAX
- VOO vs FXAIX
- VOO vs SCHD
- VOO vs VOOG
- VOO vs QQQ
- VOO vs VUG
- VOO vs DIA
- VOO vs DLN
- VOO vs CDC
- VOO vs CFO
- VOO vs CFA
- VOO vs CSM
- VOO vs DUSA
- VOO vs CAPE
- VOO vs DJD
- VOO vs DEUS