SCHX vs SCHK: Holdings Overlap
Schwab · 748 holdings · $74.3B · as of 2026-05-31
Schwab · 986 holdings · $5.7B · as of 2026-05-31
How similar are SCHX and SCHK?
Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748 positions; Schwab 1000 Index ETF (SCHK, by Schwab) holds 986. 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
- 745SCHX holds 748 · SCHK holds 986
- Weight in Shared Holdings
- SCHX 100%·SCHK 97%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
3 of 748 positions (0.0% of the fund) are not held by SCHK.
Sector Breakdown
| Sector | SCHX | SCHK |
|---|---|---|
| Information Technology | 37.4% | 37.2% |
| Financials | 11.4% | 11.5% |
| Communication Services | 10.3% | 10.1% |
| Consumer Discretionary | 9.7% | 9.7% |
| Industrials | 9.1% | 9.4% |
| Other Sectors | 22.0% | 22.1% |
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% |
| SCHK | +3.4% | +14.4% | +23.6% | +21.2% | +12.7% | — | 1.00% |
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 SCHK →
Shared Holdings(745)
The top 10 shared positions account for 37% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp | 7.50% | 7.29% | 7.29% |
|---|---|---|---|
 AAPLApple Inc | 6.69% | 6.51% | 6.51% |
 MSFTMicrosoft Corp | 4.88% | 4.75% | 4.75% |
 AMZNAmazon.com Inc | 3.86% | 3.75% | 3.75% |
 GOOGLAlphabet Inc | 3.23% | 3.14% | 3.14% |
 AVGOBroadcom Inc | 3.10% | 3.01% | 3.01% |
 GOOGAlphabet Inc | 2.57% | 2.50% | 2.50% |
 METAMeta Platforms Inc | 2.02% | 1.96% | 1.96% |
 TSLATesla Inc | 1.79% | 1.74% | 1.74% |
 MUMicron Technology Inc | 1.60% | 1.55% | 1.55% |
 LLYEli Lilly & Co | 1.28% | 1.24% | 1.24% |
 BRK-BBerkshire Hathaway Inc | 1.27% | 1.24% | 1.24% |
 AMDAdvanced Micro Devices Inc | 1.23% | 1.19% | 1.19% |
 JPMJPMorgan Chase & Co | 1.18% | 1.15% | 1.15% |
 XOMExxon Mobil Corp | 0.89% | 0.86% | 0.86% |
 VVisa Inc | 0.80% | 0.78% | 0.78% |
 JNJJohnson & Johnson | 0.79% | 0.77% | 0.77% |
 INTCIntel Corp | 0.79% | 0.77% | 0.77% |
 WMTWalmart Inc | 0.74% | 0.72% | 0.72% |
 CSCOCisco Systems Inc | 0.70% | 0.68% | 0.68% |
 COSTCostco Wholesale Corp | 0.62% | 0.60% | 0.60% |
 CATCaterpillar Inc | 0.60% | 0.58% | 0.58% |
 MAMastercard Inc | 0.59% | 0.57% | 0.57% |
 LRCXLam Research Corp | 0.58% | 0.56% | 0.56% |
 ABBVAbbVie Inc | 0.56% | 0.55% | 0.55% |
Showing the top 250 of 745 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHX and SCHK overlap?
SCHX and SCHK overlap by 97.0% of portfolio weight. They share 745 holdings (SCHX holds 748 positions and SCHK holds 986), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHX and SCHK?
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 SCHX and SCHK?
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 SCHX own that SCHK doesn't?
3 positions (0.0% of SCHX) are unique to SCHX, led by MDLN, CBRS and Fervo Energy Co. In the other direction, 241 positions (2.9% of SCHK) are unique to SCHK.