JLCO vs SCHX

JLCO vs SCHX

Which is better, JLCO or SCHX?

SCHX costs less.

SCHX has a lower expense ratio. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 47.1%.

Lower Fees: 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

MetricJLCOSCHX
Expense Ratio0.39%0.03%Best
AUM$11M$75.3B
Dividend Yield0.00%1.04%
Holdings108752
YTD Return+2.73%+13.08%Best
1Y Return-+16.62%
3Y Return (annualized)-+22.27%
5Y Return (annualized)-+12.56%
Top 10 Weight47.1%36.9%Best
Fund FamilyJohn Hancock Investment ManagementCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 14, 2026Nov 3, 2009

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

JLCO 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 JLCO against instead:JLCO vs SPYJLCO vs QQQJLCO vs VOOJLCO vs VTISCHX against:SCHX vs VXUS

JLCO vs SCHX Performance

John Hancock Large Cap Opportunities ETF (JLCO) is an ETF from John Hancock Investment Management and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, JLCO is up 2.73% versus a gain of 13.08% for SCHX.

Past performance does not guarantee future results.

Fees and Cost Over Time

JLCO charges 0.39% per year while SCHX charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, JLCO currently yields 0.00% against 1.04% for SCHX.

Holdings Overlap

JLCO already in SCHX87.8%
SCHX already in JLCO36.0%

87.8% of JLCO's money is in holdings SCHX also owns. 36.0% of SCHX's money is in holdings JLCO also owns.

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

43 positions in common, counted across the 55 positions we hold weights for in JLCO and 752 in SCHX, against full books of 108 and 752.

What only one of them owns

Our book lists 687 positions for SCHX that do not appear in our book for JLCO (63.2% of the fund), and 6 for JLCO that do not appear in SCHX (5.5%).

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 JLCOWeight in SCHXDifference
MSFTMicrosoft Corp7.94%5.44%2.50%
NVDANvidia Corp5.22%8.02%2.80%
GOOGLAlphabet Inc6.84%2.86%3.98%
AMZNAmazon.Com Inc6.13%3.50%2.63%
AVGOBroadcom Inc4.47%2.40%2.07%
AMDAdvanced Micro Devices Inc3.97%1.47%2.50%
JPMJpmorgan Chase4.05%1.25%2.80%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.63%1.33%1.30%
LLYEli Lilly & Co.2.62%1.30%1.32%
COSTCostco Wholesale Corp.3.22%0.58%2.64%

87.8% of JLCO 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.

JLCOSCHX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JLCO or SCHX?

JLCO has an expense ratio of 0.39% while SCHX charges 0.03%. SCHX is the cheaper option, by $36 a year on a $10,000 investment.

What is the holdings overlap between JLCO and SCHX?

87.8% of JLCO's money is in holdings SCHX also owns. 36.0% of SCHX's is in holdings JLCO also owns. They hold 43 positions in common, counted across the 55 positions we hold weights for in JLCO and 752 in SCHX.

Which pays a higher dividend, JLCO or SCHX?

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

Is SCHX better than JLCO?

SCHX has a lower expense ratio. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 47.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.