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ETF comparison

SCHB vs XLG

US Total Market vs US Large Cap.

Schwab U.S. Broad Market ETF · Invesco S&P 500 Top 50 ETF

Holdings overlap

Weighted by ISIN/CUSIP
55.8 %

51 positions appear in both funds. Buying equal dollars of SCHB and XLG would leave roughly 55.8% of each dollar exposed to the same underlying securities.

SCHB unmatched 44.0% Shared 55.8% XLG unmatched 44.2%

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.

In SCHB only
2,321 positions
Shared
51 positions
In XLG only
1 positions

Side by side

SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.23B
TTM yield
1.06%
Top-10 conc.
33.7%
XLG

Invesco S&P 500 Top 50 ETF

Invesco · US Large Cap

79 composite / 100
Expense ratio
0.20%
Net assets
$11.51B
TTM yield
0.65%
Top-10 conc.
60.1%

Sub-score comparison

97
Cost
80
88
Tax efficiency
89
100
Liquidity
100
66
Concentration
28
—
Tracking quality
—
SCHB sub-score XLG

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHB is 17 bps cheaper than XLG. On a $100,000 position that's about $170/yr more in fees for XLG.

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 SCHB vs XLG.

Top shared holdings

51 shared in total
# Holding In SCHB In XLG Overlap
1 NVIDIA Corp 7.20% 12.06% 7.20%
2 Apple Inc 6.27% 11.26% 6.27%
3 Microsoft Corp 5.08% 8.56% 5.08%
4 Amazon.com Inc 3.42% 6.60% 3.42%
5 Alphabet Inc 2.68% 5.18% 2.68%
6 Broadcom Inc 2.36% 4.57% 2.36%
7 Alphabet Inc 2.13% 4.18% 2.13%
8 Meta Platforms Inc 1.69% 3.03% 1.69%
9 Micron Technology Inc 1.46% 2.30% 1.46%
10 Tesla Inc 1.39% 2.17% 1.39%
11 JPMorgan Chase & Co 1.28% 2.34% 1.28%
12 Berkshire Hathaway Inc 1.24% 2.33% 1.24%

Only in SCHB

2,321 total
  • Palo Alto Networks Inc 0.42%
  • RTX Corp 0.38%
  • Crowdstrike Holdings Inc 0.32%
  • Amgen Inc 0.31%
  • Thermo Fisher Scientific Inc 0.31%
  • Citigroup Inc 0.30%
  • Salesforce Inc 0.28%
  • Arista Networks Inc 0.27%
  • Amphenol Corp 0.26%
  • Abbott Laboratories 0.26%

Only in XLG

1 total
  • Invesco Government & Agency Portfolio 0.03%

Percentages are holdings overlap with the named fund.

Open SCHB 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.