ESGUvsSCHX
iShares ESG Aware MSCI USA ETF or Schwab U.S. Large-Cap ETF, side by side from their own SEC filings. 77% of their stock holdings are the same at the same weight, across 282 stocks in both. SCHX costs 0.03% a year against 0.15% for ESGU, $12 a year less on $10,000. Over the last twelve months ESGU returned +29.4% and SCHX +29.0%.
The two funds
From each fund's latest N-PORT filing and its prospectus.
Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.
Growth of $100
Both funds from September 2019, the first month both report, dividends reinvested.
What they both hold
282 stocks are in both funds: 99% of ESGU and 83% of SCHX. The biggest shared positions:
Only in ESGU
Its biggest stocks the other fund does not hold.
Only in SCHX
Its biggest stocks the other fund does not hold.
More comparisons
From each fund’s Form N-PORT (ESGU: May 2026, SCHX: May 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.