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ETF comparison

SCHK vs SPYM

US Total Market vs US Large Cap.

Schwab 1000 ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
89.1 %

499 positions appear in both funds. Buying equal dollars of SCHK and SPYM would leave roughly 89.1% of each dollar exposed to the same underlying securities.

SCHK unmatched 10.8% Shared 89.1% SPYM unmatched 10.8%

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 SCHK only
481 positions
Shared
499 positions
In SPYM only
7 positions

Side by side

SCHK

Schwab 1000 ETF

Schwab · US Total Market

88 composite / 100
Expense ratio
0.030%
Net assets
$5.69B
TTM yield
1.06%
Top-10 conc.
35.1%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91 composite / 100
Expense ratio
0.020%
Net assets
$181.85B
TTM yield
1.03%
Top-10 conc.
36.4%

Sub-score comparison

97
Cost
98
88
Tax efficiency
88
89
Liquidity
100
64
Concentration
62
—
Tracking quality
—
SCHK sub-score SPYM

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

Cost difference

SPYM is 1 bps cheaper than SCHK. On a $100,000 position that's about $10/yr more in fees for SCHK.

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 SCHK vs SPYM.

Top shared holdings

499 shared in total
# Holding In SCHK In SPYM Overlap
1 NVIDIA Corp 7.49% 7.51% 7.49%
2 Apple Inc 6.52% 6.59% 6.52%
3 Microsoft Corp 5.28% 4.29% 4.29%
4 Amazon.com Inc 3.56% 3.62% 3.56%
5 Alphabet Inc 2.79% 3.25% 2.79%
6 Broadcom Inc 2.46% 2.77% 2.46%
7 Alphabet Inc 2.22% 2.59% 2.22%
8 Meta Platforms Inc 1.76% 1.92% 1.76%
9 Micron Technology Inc 1.52% 2.02% 1.52%
10 Tesla Inc 1.45% 1.83% 1.45%
11 JPMorgan Chase & Co 1.34% 1.36% 1.34%
12 Berkshire Hathaway Inc 1.30% 1.42% 1.30%

Only in SCHK

481 total
  • ExxonMobil Holdings Corp 0.93%
  • Snowflake Inc 0.16%
  • Cloudflare Inc 0.14%
  • Cheniere Energy Inc 0.09%
  • Bloom Energy Corp 0.08%
  • Anglogold Ashanti Plc 0.07%
  • Natera Inc 0.06%
  • Strategy Inc 0.06%
  • Ferguson Enterprises Inc 0.06%
  • Revolution Medicines Inc 0.06%

Only in SPYM

7 total
  • Exxon Mobil Corp 0.88%
  • Electronic Arts Inc 0.07%
  • AvalonBay Communities Inc 0.04%
  • Fox Corp 0.01%
  • News Corp 0.01%
  • CONTRA HOLOGIC INCORPO 0.00%
  • CONTRA WALGREENS BOOTS 0.00%

Percentages are holdings overlap with the named fund.

Open SCHK or SPYM 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.