BBHL vs SCHX

BBHL vs SCHX

Which is better, BBHL or SCHX?

SCHX has been ahead.

SCHX has a lower expense ratio. SCHX led over 1Y. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 47.3%.

Lower Fees: SCHXHigher Returns (1Y): SCHXLess Concentrated: SCHX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBBHLSCHX
Expense Ratio0.71%0.03%Best
AUM$540M$75.3B
Dividend Yield0.00%1.04%
Holdings98752
YTD Return+9.09%+13.08%Best
1Y Return+11.66%+16.62%Best
3Y Return (annualized)-+22.27%
5Y Return (annualized)-+12.56%
Top 10 Weight47.3%36.9%Best
Fund FamilyBrown Brothers HarrimanCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 17, 2025Nov 3, 2009

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHL vs SCHX growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BBHL against instead:BBHL vs SPYBBHL vs QQQBBHL vs VOOBBHL vs VTISCHX against:SCHX vs VXUS

BBHL vs SCHX Performance

BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Over the past year BBHL returned +11.66% while SCHX returned +16.62%. Year to date, BBHL is up 9.09% versus a gain of 13.08% for SCHX.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHL charges 0.71% per year while SCHX charges 0.03%. On a $10,000 position that is $71 vs $3 annually, a gap of $68 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 1.04% for SCHX.

Holdings Overlap

BBHL already in SCHX96.1%
SCHX already in BBHL44.6%

96.1% of BBHL's money is in holdings SCHX also owns. 44.6% of SCHX's money is in holdings BBHL also owns.

Most of BBHL is already inside SCHX. Owning both mostly buys the same companies twice.

45 positions in common, counted across the 48 positions we hold weights for in BBHL and 752 in SCHX, against full books of 98 and 752.

What only one of them owns

Our book lists 684 positions for SCHX that do not appear in our book for BBHL (54.6% of the fund), and 2 for BBHL that do not appear in SCHX (0.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BBHLWeight in SCHXDifference
MSFTMicrosoft Corp8.15%5.44%2.71%
AAPLApple, Inc5.76%6.90%1.14%
NVDANvidia Corp3.18%8.02%4.84%
GOOGAlphabet Inc. C6.49%2.29%4.20%
AMZNAmazon.Com Inc5.11%3.50%1.61%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.30%1.33%1.97%
MAMastercard Inc3.92%0.63%3.29%
KLACKla-tencor4.06%0.38%3.68%
PANWPalo Alto Networks, Inc3.94%0.47%3.47%
AVGOBroadcom Inc1.71%2.40%0.69%

96.1% of BBHL is already inside SCHX.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBHLSCHX

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Frequently Asked Questions

Which is cheaper, BBHL or SCHX?

BBHL has an expense ratio of 0.71% while SCHX charges 0.03%. SCHX is the cheaper option, by $68 a year on a $10,000 investment.

Which performed better, BBHL or SCHX?

Over the past year BBHL returned +11.66% vs +16.62% for SCHX, so SCHX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between BBHL and SCHX?

96.1% of BBHL's money is in holdings SCHX also owns. 44.6% of SCHX's is in holdings BBHL also owns. They hold 45 positions in common, counted across the 48 positions we hold weights for in BBHL and 752 in SCHX.

Which pays a higher dividend, BBHL or SCHX?

BBHL yields 0.00% while SCHX yields 1.04%, so SCHX currently pays the higher dividend yield.

Is SCHX better than BBHL?

SCHX has a lower expense ratio. SCHX led over 1Y. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 47.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.