SCHX vs VOXP

SCHX vs VOXP

Which is better, SCHX or VOXP?

SCHX has been ahead.

SCHX has a lower expense ratio. SCHX led over 1Y. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 38.2%.

Lower Fees: SCHXHigher Returns (1Y): 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

MetricSCHXVOXP
Expense Ratio0.03%Best0.30%
AUM$75.3B$8M
Dividend Yield1.04%0.73%
Holdings7521,016
YTD Return+13.08%+18.74%Best
1Y Return+16.62%-
3Y Return (annualized)+22.27%-
5Y Return (annualized)+12.56%-
Top 10 Weight36.9%Best38.2%
Fund FamilyCharles Schwab Asset ManagementReverb ETF
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 3, 2009Nov 3, 2022

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

SCHX vs VOXP 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 SCHX against instead:SCHX vs SPYSCHX vs QQQSCHX vs VOOSCHX vs VTIVOXP against:VOXP vs VXUS

SCHX vs VOXP Performance

Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management and Vox Populi ETF (VOXP) is an ETF from Reverb ETF. Year to date, SCHX is up 13.08% versus a gain of 18.74% for VOXP.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHX charges 0.03% per year while VOXP charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, SCHX currently yields 1.04% against 0.73% for VOXP.

Holdings Overlap

SCHX already in VOXP91.3%
VOXP already in SCHX93.3%

91.3% of SCHX's money is in holdings VOXP also owns. 93.3% of VOXP's money is in holdings SCHX also owns.

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

436 positions in common, counted across the 752 positions we hold weights for in SCHX and 507 in VOXP, against full books of 752 and 1,016.

What only one of them owns

Our book lists 21 positions for VOXP that do not appear in our book for SCHX (2.0% of the fund), and 298 for SCHX that do not appear in VOXP (8.0%).

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 SCHXWeight in VOXPDifference
NVDANvidia Corp8.02%6.98%1.04%
AAPLApple, Inc6.90%6.96%0.06%
MSFTMicrosoft Corp5.44%4.73%0.71%
GOOGLAlphabet Inc2.86%5.61%2.75%
AMZNAmazon.Com Inc3.50%3.83%0.33%
METAMeta Platforms Inc2.28%2.38%0.10%
AVGOBroadcom Inc2.40%2.01%0.39%
TSLATesla Inc1.48%1.64%0.16%
SPCXSpace Exploration Technologies0.31%2.60%2.29%
MUMicron Technology, Inc.1.72%1.16%0.56%

93.3% of VOXP 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.

SCHXVOXP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHX or VOXP?

SCHX has an expense ratio of 0.03% while VOXP charges 0.30%. SCHX is the cheaper option, by $27 a year on a $10,000 investment.

What is the holdings overlap between SCHX and VOXP?

93.3% of VOXP's money is in holdings SCHX also owns. 93.3% of VOXP's is in holdings SCHX also owns. They hold 436 positions in common, counted across the 752 positions we hold weights for in SCHX and 507 in VOXP.

Which pays a higher dividend, SCHX or VOXP?

SCHX yields 1.04% while VOXP yields 0.73%, so SCHX currently pays the higher dividend yield.

Is VOXP better than SCHX?

SCHX has a lower expense ratio. SCHX led over 1Y. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 38.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.