SCHXvsSPYM

Schwab U.S. Large-Cap ETF or State Street SPDR Portfolio S&P 500 ETF, side by side from their own SEC filings. 92% of their stock holdings are the same at the same weight, across 491 stocks in both. SPYM costs 0.02% a year against 0.03% for SCHX, $1 a year less on $10,000. Over the last twelve months SCHX returned +29.0% and SPYM +22.3%.

92%of the two portfolios is the same stocks at the same weight
SCHX95% in stocks the other holds too
SPYM99% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

SCHXSPYMYearly cost0.03%0.02%Net assets$72.6B$153.9BPositions751511Last 12 months+29.0%+22.3%3 years, a year+23.5%+20.6%5 years, a year+13.5%+13.4%Largest holdingNVDA 7.5%NVDA 7.5%Main sectorTechnology 38%Technology 38%Holdings as ofMay 31, 2026Jun 30, 2026

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.

SCHX$283SPYM$287
September 2019May 2026

What they both hold

491 stocks are in both funds: 95% of SCHX and 99% of SPYM. The biggest shared positions:

Stockin SCHXin SPYM
NVDA7.5%7.5%AAPL6.7%6.6%MSFT4.9%4.3%AMZN3.9%3.6%GOOGL3.2%3.2%AVGO3.1%2.8%GOOG2.6%2.6%META2.0%1.9%TSLA1.8%1.8%MU1.6%2.0%

Only in SCHX

Its biggest stocks the other fund does not hold.

  1. SNOWSnowflake Inc.0.1%
  2. NETCloudflare, Inc.0.1%
  3. BEBloom Energy Corporation0.1%
  4. RKLBRocket Lab Corporation0.1%
  5. MSTRStrategy Inc0.1%
  6. LNGCheniere Energy, Inc.0.1%

Only in SPYM

Its biggest stocks the other fund does not hold.

  1. SNDKSandisk0.5%
  2. LITELumentum0.1%
  3. FDXFFedEx Freight Holding Company, Inc.0.0%
  4. FOXFox Corporation (Class B)0.0%
  5. NWSNews Corp (Class B)0.0%

More comparisons

SCHX vs VONEPBUS vs SCHXSCHB vs SCHXIWB vs SCHXIVV vs SPYMSPYM vs VOOSPYI vs SPYMSPYM vs VV

From each fund’s Form N-PORT (SCHX: May 2026, SPYM: June 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.