Compare Funds: SWPPX vs. SCHD
SWPPX
SCHD
Comparison
Average Return
In the past year, SWPPX returned a total of 28.93%, which is lower than SCHD's 31.05% return. Over the past 10 years, SWPPX has had annualized average returns of 15.64%, compared to 13.20% for SCHD. These numbers are adjusted for stock splits and assume dividends are reinvested.
Top 25 Holdings
| SWPPX - Schwab S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.52% |
| 2 | AAPL | Apple Inc. | 6.61% |
| 3 | MSFT | Microsoft Corporation | 4.88% |
| 4 | AMZN | Amazon.com, Inc. | 3.61% |
| 5 | GOOGL | Alphabet Inc. | 2.97% |
| 6 | AVGO | Broadcom Inc. | 2.60% |
| 7 | GOOG | Alphabet Inc. | 2.38% |
| 8 | META | Meta Platforms, Inc. | 2.22% |
| 9 | TSLA | Tesla, Inc. | 1.86% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.56% |
| 11 | JPM | JPMorgan Chase & Co. | 1.41% |
| 12 | LLY | Eli Lilly and Company | 1.29% |
| 13 | XOM | Exxon Mobil Corporation | 1.26% |
| 14 | JNJ | Johnson & Johnson | 1.05% |
| 15 | WMT | Walmart Inc. | 0.97% |
| 16 | V | Visa Inc. | 0.90% |
| 17 | COST | Costco Wholesale Corporation | 0.79% |
| 18 | MA | Mastercard Incorporated | 0.72% |
| 19 | NFLX | Netflix, Inc. | 0.72% |
| 20 | CVX | Chevron Corporation | 0.69% |
| 21 | ABBV | AbbVie Inc. | 0.68% |
| 22 | MU | Micron Technology, Inc. | 0.68% |
| 23 | PG | The Procter & Gamble Company | 0.60% |
| 24 | PLTR | Palantir Technologies Inc. | 0.59% |
| 25 | AMD | Advanced Micro Devices, Inc. | 0.59% |
| View SWPPX holdings | |||
| SCHD - Schwab US Dividend Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | TXN | Texas Instruments Incorporated | 5.95% |
| 2 | QCOM | QUALCOMM Incorporated | 5.49% |
| 3 | UNH | UnitedHealth Group Incorporated | 5.18% |
| 4 | KO | The Coca-Cola Company | 4.12% |
| 5 | CVX | Chevron Corporation | 4.06% |
| 6 | COP | ConocoPhillips | 3.81% |
| 7 | MRK | Merck & Co., Inc. | 3.71% |
| 8 | VZ | Verizon Communications Inc. | 3.69% |
| 9 | PEP | PepsiCo, Inc. | 3.60% |
| 10 | PG | The Procter & Gamble Company | 3.55% |
| 11 | AMGN | Amgen Inc. | 3.45% |
| 12 | HD | The Home Depot, Inc. | 3.32% |
| 13 | MO | Altria Group, Inc. | 3.13% |
| 14 | ABT | Abbott Laboratories | 3.09% |
| 15 | BMY | Bristol-Myers Squibb Company | 3.03% |
| 16 | ACN | Accenture plc | 2.80% |
| 17 | LMT | Lockheed Martin Corporation | 2.69% |
| 18 | CMCSA | Comcast Corporation | 2.27% |
| 19 | ADP | Automatic Data Processing, Inc. | 2.26% |
| 20 | BX | Blackstone Inc. | 2.22% |
| 21 | SLB | SLB N.V. | 2.18% |
| 22 | EOG | EOG Resources, Inc. | 1.95% |
| 23 | UPS | United Parcel Service, Inc. | 1.86% |
| 24 | OKE | ONEOK, Inc. | 1.47% |
| 25 | DVN | Devon Energy Corporation | 1.42% |
| View SCHD holdings | |||