US large-cap index ETFs
SPLG vs SCHX.
SPDR Portfolio S&P 500 ETF (S&P 500) against Schwab U.S. Large-Cap ETF (Dow Jones U.S. Large-Cap) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| SPLG | SCHX | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +10.6% | — |
| 1Y CAGR | — | +21.2% | — |
| 3Y CAGR | — | +20.1% | — |
| 5Y CAGR | — | +12.7% | — |
| 10Y CAGR | — | +15.1% | — |
| Since inception CAGR | — | +14.5% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is SPLG minus SCHX. SCHX since-inception measured from first available bar November 3, 2009. Since-inception spans differ — compare that row with care.
Fund facts
| SPLG | SCHX | |
|---|---|---|
| Name | State Street SPDR Portfolio S&P 500 ETF | Schwab U.S. Large-Cap ETF |
| Category | Large Blend | Large Blend |
| Style | Passive | Passive |
| Expense ratio | 0.02% | 0.03% |
| Assets (AUM) | $97.3B | $71.6B |
| Dividend yield | 1.13% | 1.03% |
| Avg volume (3-mo) | 10.1M | 13.7M |
| Inception | July 16, 2026 | November 3, 2009 |
| Benchmark proxy | S&P 500 | S&P 500 |
SPLG costs 0.01 pp less per year — about $1.00 per $10,000 invested.
Holdings overlaptop-25 holdings · coverage SPLG 39.6% · SCHX 34.4%
32.4%of portfolio weight overlaps9 shared of top 10
| Shared holding | SPLG | SCHX | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 7.38% | 7.01% | 7.01% |
| AAPLApple Inc | 7.07% | 6.15% | 6.15% |
| MSFTMicrosoft Corp | 6.25% | 4.07% | 4.07% |
| AMZNAmazon.com Inc | 3.87% | 3.49% | 3.49% |
| GOOGLAlphabet Inc Class A | 3.18% | 3.08% | 3.08% |
| AVGOBroadcom Inc | 3.24% |
Sector tilt SPLG SCHX
Technology35.3% / 36.7%-1.5pp
Financial Services12.8% / 11.7%+1.1pp
Communication Services11.0% / 9.7%+1.3pp
Consumer Cyclical
More us large-cap index etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.