LCTO vs SCHX
Kurv US Large Cap TaxOptimized ETF vs Schwab US Large-Cap ETF
Which is better, LCTO or SCHX?
SCHX costs less.
SCHX has a lower expense ratio.
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
| Metric | LCTO | SCHX |
|---|---|---|
| Expense Ratio | 0.70% | 0.03%Best |
| AUM | $501,400.12 | $75.3B |
| Dividend Yield | 0.38% | 1.04% |
| Holdings | 29 | 752 |
| YTD Return | -0.55% | +13.08%Best |
| 1Y Return | - | +16.62% |
| 3Y Return (annualized) | - | +22.27% |
| 5Y Return (annualized) | - | +12.56% |
| Fund Family | Kurv | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 6, 2026 | Nov 3, 2009 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
LCTO 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.
LCTO vs SCHX Performance
Kurv US Large Cap TaxOptimized ETF (LCTO) is an ETF from Kurv and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, LCTO is down 0.55% versus a gain of 13.08% for SCHX.
Past performance does not guarantee future results.
Fees and Cost Over Time
LCTO charges 0.70% per year while SCHX charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, LCTO currently yields 0.38% against 1.04% for SCHX.
Holdings Overlap
We hold position weights for 10 holdings in LCTO and 752 in SCHX, totalling 94.7% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in LCTO and 752 in SCHX, against full books of 29 and 752.
You are not choosing between two funds in isolation.
Whichever of LCTO and SCHX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LCTO or SCHX?
LCTO has an expense ratio of 0.70% while SCHX charges 0.03%. SCHX is the cheaper option, by $67 a year on a $10,000 investment.
Which pays a higher dividend, LCTO or SCHX?
LCTO yields 0.38% while SCHX yields 1.04%, so SCHX currently pays the higher dividend yield.
Is SCHX better than LCTO?
SCHX has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.