SPY vs SNXFX

SPY is an ETF, whereas SNXFX is a mutual fund. SPY has a lower 5-year return than SNXFX (13.38% vs 13.7%). SPY has a higher expense ratio than SNXFX (0.09% vs 0.05%). Below is the comparison between SPY and SNXFX.

SPY SNXFX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Issuer State Street Global Advisors Schwab Funds
Net Assets $252.39B $9.77B
Expense Ratio 0.09% 0.05%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.99% 1.75%
Minimum Investment N/A $1,000.00
YTD Return 12.02% 14.31%
1-Year Return 16.59% 18.86%
3-Year Return 13.36% 13.76%
5-Year Return 13.38% 13.70%
10-Year Return 13.70% 13.83%

SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 12.02%
1-Month Return 3.48%
3-Month Return 5.47%
1-Year Return 16.59%
3-Year Return 13.36%
5-Year Return 13.38%
10-Year Return 13.70%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (27.86% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.66%
Microsoft Corp MSFT 5.69%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.51%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.21%

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SNXFX description

The Fund seeks to match the price and dividend performance (total return) of the Schwab 1000 Index, an index created by Schwab to represent the performance of the public market for common stocks of US companies.

SNXFX performance & returns

YTD Return 14.31%
1-Month Return 4.04%
3-Month Return 6.99%
1-Year Return 18.86%
3-Year Return 13.76%
5-Year Return 13.70%
10-Year Return 13.83%
SNXFX expense ratio is 0.05%.

SNXFX holdings

Top 10 Holdings (25.99% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.44%
Microsoft Corp MSFT 5.24%
Amazon.com Inc AMZN 4.43%
Facebook Inc A FB 2.16%
Alphabet Inc A GOOGL 1.50%
Alphabet Inc Class C GOOG 1.46%
Berkshire Hathaway Inc Class B BRK.B 1.30%
Johnson & Johnson JNJ 1.24%
Tesla Inc TSLA 1.12%
Visa Inc Class A V 1.10%

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