ETF comparison
FNDX vs XLG
Both US Large Cap.
Schwab Fundamental U.S. Large Company ETF · Invesco S&P 500 Top 50 ETF
Holdings overlap
50 positions appear in both funds. Buying equal dollars of FNDX and XLG would leave roughly 38.5% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLG is 5 bps cheaper than FNDX. On a $100,000 position that's about $50/yr more in fees for FNDX.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with FNDX vs XLG.
Top shared holdings
50 shared in total| # | Holding | In FNDX | In XLG | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc | 4.46% | 11.26% | 4.46% |
| 2 | Microsoft Corp | 2.82% | 8.56% | 2.82% |
| 3 | Amazon.com Inc | 1.80% | 6.60% | 1.80% |
| 4 | Alphabet Inc | 1.78% | 5.18% | 1.78% |
| 5 | JPMorgan Chase & Co | 1.63% | 2.34% | 1.63% |
| 6 | Berkshire Hathaway Inc | 1.60% | 2.33% | 1.60% |
| 7 | ExxonMobil Holdings Corp | 2.42% | 1.60% | 1.60% |
| 8 | Alphabet Inc | 1.41% | 4.18% | 1.41% |
| 9 | Meta Platforms Inc | 1.21% | 3.03% | 1.21% |
| 10 | Johnson & Johnson | 1.06% | 1.53% | 1.06% |
| 11 | Intel Corp | 1.42% | 1.06% | 1.06% |
| 12 | Bank of America Corp | 1.01% | 1.00% | 1.00% |
Only in FNDX
681 total- Valero Energy Corp 0.91%
- AT&T Inc 0.82%
- Marathon Petroleum Corp 0.80%
- CVS Health Corp 0.79%
- Citigroup Inc 0.78%
- Pfizer Inc 0.75%
- ConocoPhillips 0.75%
- General Motors Co 0.64%
- Comcast Corp 0.60%
- Bristol-Myers Squibb Co 0.59%
Only in XLG
2 total- Palantir Technologies Inc. 0.70%
- Invesco Government & Agency Portfolio 0.03%
Related comparisons
More comparisons with FNDX
- FNDX vs QQQ · Invesco QQQ Trust 28.5%
- FNDX vs CGUS · Capital Group Core Equity ETF 27.1%
- FNDX vs IWF · iShares Russell 1000 Growth ETF 26.6%
- FNDX vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 24.7%
- FNDX vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 24.6%
- FNDX vs VUG · Vanguard Morningstar Growth ETF 24.0%
More comparisons with XLG
- XLG vs IWD · iShares Russell 1000 Value ETF 38.3%
- XLG vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 34.0%
- XLG vs DGRO · iShares Core Dividend Growth ETF 33.0%
- XLG vs VTV · Vanguard Morningstar Value ETF 26.5%
- XLG vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 26.2%
- XLG vs SPHB · Invesco S&P 500 High Beta ETF 18.2%
Percentages are holdings overlap with the named fund.
Open FNDX or XLG at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.