PJUS vs SCHX

PJUS vs SCHX

Which is better, PJUS 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 41.2%.

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

MetricPJUSSCHX
Expense Ratio0.19%0.03%Best
AUM$7M$75.3B
Dividend Yield0.00%1.04%
Holdings198752
YTD Return+5.58%+13.46%Best
1Y Return-+16.47%
3Y Return (annualized)-+22.38%
5Y Return (annualized)-+12.48%
Top 10 Weight41.2%36.9%Best
Fund FamilyPGIM InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 20, 2026Nov 3, 2009

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

PJUS 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 PJUS against instead:PJUS vs SPYPJUS vs QQQPJUS vs VOOPJUS vs VTISCHX against:SCHX vs VXUS

PJUS vs SCHX Performance

PGIM Jennison U.S. Core Equity ETF (PJUS) is an ETF from PGIM Investments and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, PJUS is up 5.58% versus a gain of 13.46% for SCHX.

Past performance does not guarantee future results.

Fees and Cost Over Time

PJUS charges 0.19% per year while SCHX charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, PJUS currently yields 0.00% against 1.04% for SCHX.

Holdings Overlap

PJUS already in SCHX96.6%
SCHX already in PJUS57.8%

96.6% of PJUS's money is in holdings SCHX also owns. 57.8% of SCHX's money is in holdings PJUS also owns.

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

91 positions in common, counted across the 97 positions we hold weights for in PJUS and 752 in SCHX, against full books of 198 and 752.

What only one of them owns

Our book lists 639 positions for SCHX that do not appear in our book for PJUS (41.5% of the fund), and 6 for PJUS that do not appear in SCHX (2.9%).

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 PJUSWeight in SCHXDifference
NVDANvidia Corp7.60%8.02%0.42%
AAPLApple, Inc6.74%6.90%0.16%
MSFTMicrosoft Corp5.36%5.44%0.08%
GOOGLAlphabet Inc6.87%2.86%4.01%
AMZNAmazon.Com Inc3.90%3.50%0.40%
AVGOBroadcom Inc2.31%2.40%0.09%
MUMicron Technology, Inc.2.48%1.72%0.76%
METAMeta Platforms Inc1.75%2.28%0.53%
AMDAdvanced Micro Devices Inc2.22%1.47%0.75%
LLYEli Lilly & Co.1.76%1.30%0.46%

96.6% of PJUS 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.

PJUSSCHX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PJUS or SCHX?

PJUS has an expense ratio of 0.19% while SCHX charges 0.03%. SCHX is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between PJUS and SCHX?

96.6% of PJUS's money is in holdings SCHX also owns. 57.8% of SCHX's is in holdings PJUS also owns. They hold 91 positions in common, counted across the 97 positions we hold weights for in PJUS and 752 in SCHX.

Which pays a higher dividend, PJUS or SCHX?

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

Is SCHX better than PJUS?

SCHX has a lower expense ratio. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 41.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.