SCHX vs BBUS: Holdings Overlap
Schwab · 748 holdings · $74.3B · as of 2026-05-31
BBUSJpmorgan Betabuilders U.S. Equity ETF
JPMorgan · 494 holdings · $8.9B · as of 2026-04-30
Holdings snapshots are 31 days apart (SCHX: 2026-05-31, BBUS: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are SCHX and BBUS?
Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748 positions; Jpmorgan Betabuilders U.S. Equity ETF (BBUS, by JPMorgan) holds 494. They have 482 holdings in common, and by portfolio weight the two funds are 92.0% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 92.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 482SCHX holds 748 · BBUS holds 494
- Weight in Shared Holdings
- SCHX 95%·BBUS 99%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 SCHX
266 of 748 positions (4.7% of the fund) are not held by BBUS. Showing the top 30 by weight.
Sector Breakdown
| Sector | SCHX | BBUS |
|---|---|---|
| Information Technology | 37.4% | 34.4% |
| Financials | 11.4% | 12.0% |
| Communication Services | 10.3% | 11.4% |
| Consumer Discretionary | 9.7% | 10.0% |
| Industrials | 9.1% | 8.9% |
| Other Sectors | 22.0% | 22.7% |
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 |
|---|---|---|---|---|---|---|---|
| SCHX | +3.5% | +14.0% | +23.2% | +21.2% | +12.8% | +15.3% | 0.99% |
| BBUS | +3.5% | +13.7% | +23.1% | +21.3% | +12.9% | — | 0.98% |
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 SCHX vs BBUS →
Shared Holdings(482)
The top 10 shared positions account for 40% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. | 7.50% | 7.53% | 7.50% |
|---|---|---|---|
 AAPLApple, Inc. | 6.69% | 6.41% | 6.41% |
 MSFTMicrosoft Corp. | 4.88% | 4.88% | 4.88% |
 AMZNAmazon.com, Inc. | 3.86% | 4.19% | 3.86% |
 GOOGLAlphabet, Inc., Class A | 3.23% | 3.61% | 3.23% |
 AVGOBroadcom, Inc. | 3.10% | 3.13% | 3.10% |
 GOOGAlphabet, Inc., Class C | 2.57% | 3.11% | 2.57% |
 METAMeta Platforms, Inc., Class A | 2.02% | 2.16% | 2.02% |
 TSLATesla, Inc. | 1.79% | 1.73% | 1.73% |
 BRK-BBerkshire Hathaway, Inc., Class B | 1.27% | 1.40% | 1.27% |
 LLYEli Lilly & Co. | 1.28% | 1.20% | 1.20% |
 JPMJPMorgan Chase & Co. | 1.18% | 1.36% | 1.18% |
 MUMicron Technology, Inc. | 1.60% | 0.94% | 0.94% |
 AMDAdvanced Micro Devices, Inc. | 1.23% | 0.93% | 0.93% |
 XOMExxon Mobil Corp. | 0.89% | 1.03% | 0.89% |
 VVisa, Inc., Class A | 0.80% | 0.89% | 0.80% |
 JNJJohnson & Johnson | 0.79% | 0.89% | 0.79% |
 WMTWalmart, Inc. | 0.74% | 0.91% | 0.74% |
 INTCIntel Corp. | 0.79% | 0.66% | 0.66% |
 COSTCostco Wholesale Corp. | 0.62% | 0.73% | 0.62% |
 CATCaterpillar, Inc. | 0.60% | 0.67% | 0.60% |
 MAMastercard, Inc., Class A | 0.59% | 0.66% | 0.59% |
 CSCOCisco Systems, Inc. | 0.70% | 0.58% | 0.58% |
 ABBVAbbVie, Inc. | 0.56% | 0.60% | 0.56% |
 NFLXNetflix, Inc. | 0.53% | 0.64% | 0.53% |
Showing the top 250 of 482 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHX and BBUS overlap?
SCHX and BBUS overlap by 92.0% of portfolio weight. They share 482 holdings (SCHX holds 748 positions and BBUS holds 494), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHX and BBUS?
The two portfolios are 92.0% 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 SCHX and BBUS?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and GOOGL. Together the top 10 shared positions account for 40% of the total overlap.
What does SCHX own that BBUS doesn't?
266 positions (4.7% of SCHX) are unique to SCHX, led by CIEN, COHR and JBL. In the other direction, 12 positions (0.3% of BBUS) are unique to BBUS.