SCHX vs SPY: holdings overlap, shared companies and scores
As of October 28, 2026, SCHX and SPY overlap 94.5% by weight. Schwab U.S. Large-Cap ETF (SCHX): Top 750 U.S. companies. State Street SPDR S&P 500 ETF (SPY): S&P 500 index exposure.
Updated October 28, 2026
Where SCHX and SPY trade against their own history
SCHX trades at 24.7 times earnings, against its own median of 22.7, and is more expensive than 62% of its own last 9 years.
SPY trades at 24.8 times earnings, against its own median of 22.8, and is more expensive than 62% of its own last 9 years.
What do SCHX and SPY each hold?
What's inside SCHX: Tech 43%, Magnificent 7 32%.
36% of SCHX is its ten largest holdings.
What's inside SPY: Tech 44%, Magnificent 7 34%.
38% of SPY is its ten largest holdings.
How much do SCHX and SPY overlap? 94.5% by weight
As of October 28, 2026, SCHX and SPY overlap 94.5% by weight.
95% of SCHX is already inside SPY.
100% of SPY is already inside SCHX.
SCHX holds 752 companies and SPY holds 504; 499 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score SCHX and SPY? 6.9 and 7.1 out of 10
As of October 28, 2026, ETF Copilot scores SCHX 6.9 out of 10 and SPY 7.1 out of 10.
They differ most on Quality: SCHX 8.2 and SPY 8.7.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | SCHX | SPY |
|---|---|---|
| Growth | 7.7 | 7.8 |
| Value | 3.5 | 3.5 |
| Risk | 6.5 | 6.9 |
| Quality | 8.2 | 8.7 |
| Return | 7.8 | 8.0 |
SCHX is the cheaper of the two at 0.03% a year
As of October 28, 2026, SCHX charges 0.03% a year, yields 1.03% and holds $74.6B in assets across 752 positions.
As of October 28, 2026, SPY charges 0.09% a year, yields 0.98% and holds $814.8B in assets across 504 positions.
| Measure | SCHX | SPY |
|---|---|---|
| Expense ratio | 0.03% | 0.09% |
| Dividend yield | 1.03% | 0.98% |
| Assets under management | $74.6B | $814.8B |
| Holdings | 752 | 504 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “SCHX vs SPY holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/schx-vs-spy
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