SCHX vs SUPP
Schwab US Large-Cap ETF vs TCW Transform Supply Chain ETF
Which is better, SCHX or SUPP?
SCHX has been ahead.
SCHX has a lower expense ratio. SCHX led over 1Y, 3Y and the full window. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 59.8%.
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 | SCHX | SUPP |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $75.3B | $12M |
| Dividend Yield | 1.04% | 0.00% |
| Holdings | 752 | 54 |
| YTD Return | +13.08%Best | +7.65% |
| 1Y Return | +16.62%Best | +7.67% |
| 3Y Return (annualized) | +22.27%Best | +15.44% |
| 5Y Return (annualized) | +12.56% | - |
| Volatility (annualized) | 12.4%Best | 19.1% |
| Max Drawdown | -19.0%Best | -25.3% |
| $10,000 over 3.7 years | $19,808Best | $15,533 |
| Top 10 Weight | 36.9%Best | 59.8% |
| Fund Family | Charles Schwab Asset Management | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 3, 2009 | Feb 14, 2023 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 16, 2023 to Oct 14, 2026 (3.7 years).
SCHX vs SUPP 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 covers the 3.7 years both funds cover.
SCHX vs SUPP Performance
Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management and TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs. Over the past year SCHX returned +16.62% while SUPP returned +7.67%. Year to date, SCHX is up 13.08% versus a gain of 7.65% for SUPP.
Over three years, SCHX compounded at +22.27% per year against +15.44% for SUPP. Across the full 4-year window we track, SCHX has the edge at +20.29% annualized vs +12.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 12.4% for SCHX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.0% for SCHX and -25.3% for SUPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHX charges 0.03% per year while SUPP charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, SCHX currently yields 1.04% against 0.00% for SUPP.
Holdings Overlap
16.0% of SCHX's money is in holdings SUPP also owns. 67.5% of SUPP's money is in holdings SCHX also owns.
The two portfolios partly overlap.
19 positions in common, counted across the 752 positions we hold weights for in SCHX and 27 in SUPP, against full books of 752 and 54.
What only one of them owns
Our book lists 3 positions for SUPP that do not appear in our book for SCHX (7.7% of the fund), and 710 for SCHX that do not appear in SUPP (83.2%).
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 SCHX | Weight in SUPP | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.02% | 8.81% | 0.79% |
| AMZNAmazon.Com Inc | 3.50% | 5.12% | 1.62% |
| LRCXLam Research Corp | 0.62% | 6.55% | 5.93% |
| ETNEaton Corp Plc | 0.24% | 6.58% | 6.34% |
| CRSCarpenter Technology Corpcommon Stock | 0.03% | 5.04% | 5.01% |
| CGNXCognex Corp - Common | 0.02% | 4.99% | 4.97% |
| AVGOBroadcom Inc | 2.40% | 1.95% | 0.45% |
| TTTrane Technologies PLC|125 | 0.14% | 4.01% | 3.87% |
| TDGTransdigm Group Inc. | 0.09% | 4.00% | 3.91% |
| MLMMartin Marietta Materials Inc. | 0.04% | 3.70% | 3.66% |
67.5% of SUPP 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, SCHX or SUPP?
SCHX has an expense ratio of 0.03% while SUPP charges 0.75%. SCHX is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, SCHX or SUPP?
Over the past year SCHX returned +16.62% vs +7.67% for SUPP, so SCHX leads on 1-year performance. Over the longest common window we track (4 years), SCHX annualized +20.29% vs +12.64% for SUPP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHX or SUPP?
SUPP has been the more volatile fund at 19.1% annualized versus 12.4% for SCHX. Worst drawdown: SCHX -19.0% vs SUPP -25.3%.
Should I hold both SCHX and SUPP?
SCHX and SUPP have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHX and SUPP?
67.5% of SUPP's money is in holdings SCHX also owns. 67.5% of SUPP's is in holdings SCHX also owns. They hold 19 positions in common, counted across the 752 positions we hold weights for in SCHX and 27 in SUPP.
Which pays a higher dividend, SCHX or SUPP?
SCHX yields 1.04% while SUPP yields 0.00%, so SCHX currently pays the higher dividend yield.
Is SUPP better than SCHX?
SCHX has a lower expense ratio. SCHX led over 1Y, 3Y and the full window. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 59.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.