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ETF comparison

SCHK vs SUSA

Both US Total Market.

Schwab 1000 ETF · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
56.0 %

191 positions appear in both funds. Buying equal dollars of SCHK and SUSA would leave roughly 56.0% of each dollar exposed to the same underlying securities.

SCHK unmatched 43.8% Shared 56.0% SUSA unmatched 43.8%

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
789 positions
Shared
191 positions
In SUSA only
2 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%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

79 composite / 100
Expense ratio
0.25%
Net assets
$4.03B
TTM yield
0.84%
Top-10 conc.
33.2%

Sub-score comparison

97
Cost
75
88
Tax efficiency
89
89
Liquidity
83
64
Concentration
67
—
Tracking quality
—
SCHK sub-score SUSA

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

Cost difference

SCHK is 22 bps cheaper than SUSA. On a $100,000 position that's about $220/yr more in fees for SUSA.

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 SUSA.

Top shared holdings

191 shared in total
# Holding In SCHK In SUSA Overlap
1 NVIDIA Corp 7.49% 7.35% 7.35%
2 Apple Inc 6.52% 6.67% 6.52%
3 Microsoft Corp 5.28% 4.86% 4.86%
4 Alphabet Inc 2.79% 2.59% 2.59%
5 Broadcom Inc 2.46% 2.73% 2.46%
6 Alphabet Inc 2.22% 3.42% 2.22%
7 Micron Technology Inc 1.52% 1.38% 1.38%
8 Tesla Inc 1.45% 1.36% 1.36%
9 Eli Lilly & Co 1.28% 1.41% 1.28%
10 Advanced Micro Devices Inc 1.08% 1.33% 1.08%
11 Visa Inc 0.88% 1.10% 0.88%
12 Mastercard Inc 0.67% 1.00% 0.67%

Only in SCHK

789 total
  • Amazon.com Inc 3.56%
  • Meta Platforms Inc 1.76%
  • JPMorgan Chase & Co 1.34%
  • Berkshire Hathaway Inc 1.30%
  • ExxonMobil Holdings Corp 0.93%
  • Johnson & Johnson 0.90%
  • Walmart Inc 0.64%
  • AbbVie Inc 0.63%
  • Palantir Technologies Inc 0.60%
  • Bank of America Corp 0.57%

Only in SUSA

2 total
  • ELECTRONIC ARTS INC. 0.39%
  • MercadoLibre, Inc. 0.31%

Percentages are holdings overlap with the named fund.

Open SCHK or SUSA 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.