SCHX vs VOO

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.

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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 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

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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 expense ratio is 0.04%.

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

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.