SCHK vs SCHX: Holdings Overlap
Schwab · 986 holdings · $5.7B · as of 2026-05-31
Schwab · 748 holdings · $74.3B · as of 2026-05-31
How similar are SCHK and SCHX?
Schwab 1000 Index ETF (SCHK, by Schwab) holds 986 positions; Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748. They have 745 holdings in common, and by portfolio weight the two funds are 97.0% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 97.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 745SCHK holds 986 · SCHX holds 748
- Weight in Shared Holdings
- SCHK 97%·SCHX 100%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in SCHK
241 of 986 positions (2.9% of the fund) are not held by SCHX. Showing the top 30 by weight.
Sector Breakdown
| Sector | SCHK | SCHX |
|---|---|---|
| Information Technology | 37.2% | 37.4% |
| Financials | 11.5% | 11.4% |
| Communication Services | 10.1% | 10.3% |
| Consumer Discretionary | 9.7% | 9.7% |
| Industrials | 9.4% | 9.1% |
| Other Sectors | 22.1% | 22.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| SCHK | +3.4% | +14.4% | +23.6% | +21.2% | +12.7% | — | 1.00% |
| SCHX | +3.5% | +14.0% | +23.2% | +21.2% | +12.8% | +15.3% | 0.99% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in SCHK vs SCHX →
Shared Holdings(745)
The top 10 shared positions account for 37% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp | 7.29% | 7.50% | 7.29% |
|---|---|---|---|
 AAPLApple Inc | 6.51% | 6.69% | 6.51% |
 MSFTMicrosoft Corp | 4.75% | 4.88% | 4.75% |
 AMZNAmazon.com Inc | 3.75% | 3.86% | 3.75% |
 GOOGLAlphabet Inc | 3.14% | 3.23% | 3.14% |
 AVGOBroadcom Inc | 3.01% | 3.10% | 3.01% |
 GOOGAlphabet Inc | 2.50% | 2.57% | 2.50% |
 METAMeta Platforms Inc | 1.96% | 2.02% | 1.96% |
 TSLATesla Inc | 1.74% | 1.79% | 1.74% |
 MUMicron Technology Inc | 1.55% | 1.60% | 1.55% |
 LLYEli Lilly & Co | 1.24% | 1.28% | 1.24% |
 BRK-BBerkshire Hathaway Inc | 1.24% | 1.27% | 1.24% |
 AMDAdvanced Micro Devices Inc | 1.19% | 1.23% | 1.19% |
 JPMJPMorgan Chase & Co | 1.15% | 1.18% | 1.15% |
 XOMExxon Mobil Corp | 0.86% | 0.89% | 0.86% |
 VVisa Inc | 0.78% | 0.80% | 0.78% |
 JNJJohnson & Johnson | 0.77% | 0.79% | 0.77% |
 INTCIntel Corp | 0.77% | 0.79% | 0.77% |
 WMTWalmart Inc | 0.72% | 0.74% | 0.72% |
 CSCOCisco Systems Inc | 0.68% | 0.70% | 0.68% |
 COSTCostco Wholesale Corp | 0.60% | 0.62% | 0.60% |
 CATCaterpillar Inc | 0.58% | 0.60% | 0.58% |
 MAMastercard Inc | 0.57% | 0.59% | 0.57% |
 LRCXLam Research Corp | 0.56% | 0.58% | 0.56% |
 ABBVAbbVie Inc | 0.55% | 0.56% | 0.55% |
Showing the top 250 of 745 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHK and SCHX overlap?
SCHK and SCHX overlap by 97.0% of portfolio weight. They share 745 holdings (SCHK holds 986 positions and SCHX holds 748), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHK and SCHX?
The two portfolios are 97.0% identical by weight. Owning both is largely redundant: they are close to the same portfolio, so a second position mostly duplicates the first.
What are the biggest shared holdings of SCHK and SCHX?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and GOOGL. Together the top 10 shared positions account for 37% of the total overlap.
What does SCHK own that SCHX doesn't?
241 positions (2.9% of SCHK) are unique to SCHK, led by SNDK, LITE and AU. In the other direction, 3 positions (0.0% of SCHX) are unique to SCHX.