ROCY vs SCHX
JPMorgan Equity Premium Yield ETF vs Schwab US Large-Cap ETF
Which is better, ROCY 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 43.9%.
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 | ROCY | SCHX |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $815M | $75.3B |
| Dividend Yield | 3.31% | 1.04% |
| Holdings | 236 | 752 |
| YTD Return | +15.08%Best | +13.08% |
| 1Y Return | - | +16.62% |
| 3Y Return (annualized) | - | +22.27% |
| 5Y Return (annualized) | - | +12.56% |
| Top 10 Weight | 43.9% | 36.9%Best |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 18, 2026 | Nov 3, 2009 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ROCY 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.
ROCY vs SCHX Performance
JPMorgan Equity Premium Yield ETF (ROCY) is an ETF from J.P. Morgan Asset Management and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, ROCY is up 15.08% versus a gain of 13.08% for SCHX.
Past performance does not guarantee future results.
Fees and Cost Over Time
ROCY charges 0.35% per year while SCHX charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, ROCY currently yields 3.31% against 1.04% for SCHX.
Holdings Overlap
94.0% of ROCY's money is in holdings SCHX also owns. 59.2% of SCHX's money is in holdings ROCY also owns.
Most of ROCY is already inside SCHX. Owning both mostly buys the same companies twice.
107 positions in common, counted across the 113 positions we hold weights for in ROCY and 752 in SCHX, against full books of 236 and 752.
What only one of them owns
Our book lists 622 positions for SCHX that do not appear in our book for ROCY (40.0% of the fund), and 2 for ROCY that do not appear in SCHX (2.8%).
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
| Stock | Weight in ROCY | Weight in SCHX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 9.09% | 8.02% | 1.07% |
| AAPLApple, Inc | 7.22% | 6.90% | 0.32% |
| MSFTMicrosoft Corp | 6.45% | 5.44% | 1.01% |
| GOOGLAlphabet Inc | 4.75% | 2.86% | 1.89% |
| AMZNAmazon.Com Inc | 4.07% | 3.50% | 0.57% |
| METAMeta Platforms Inc | 2.95% | 2.28% | 0.67% |
| AVGOBroadcom Inc | 2.23% | 2.40% | 0.17% |
| MUMicron Technology, Inc. | 2.69% | 1.72% | 0.97% |
| AMDAdvanced Micro Devices Inc | 1.69% | 1.47% | 0.22% |
| XOMExxonmobil Corp. | 1.84% | 0.96% | 0.88% |
94.0% of ROCY 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ROCY or SCHX?
ROCY has an expense ratio of 0.35% while SCHX charges 0.03%. SCHX is the cheaper option, by $32 a year on a $10,000 investment.
What is the holdings overlap between ROCY and SCHX?
94.0% of ROCY's money is in holdings SCHX also owns. 59.2% of SCHX's is in holdings ROCY also owns. They hold 107 positions in common, counted across the 113 positions we hold weights for in ROCY and 752 in SCHX.
Which pays a higher dividend, ROCY or SCHX?
ROCY yields 3.31% while SCHX yields 1.04%, so ROCY currently pays the higher dividend yield.
Is SCHX better than ROCY?
SCHX has a lower expense ratio. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 43.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.