Compare Funds: SCHB vs. SWPPX
SCHB
SWPPX
Comparison
Average Return
In the past year, SCHB returned a total of 23.76%, which is slightly higher than SWPPX's 23.61% return. Over the past 10 years, SCHB has had annualized average returns of 14.69%, compared to 15.16% for SWPPX. These numbers are adjusted for stock splits and assume dividends are reinvested.
Top 25 Holdings
| SCHB - Schwab U.S. Broad Market ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.04% |
| 2 | AAPL | Apple Inc. | 6.01% |
| 3 | MSFT | Microsoft Corporation | 3.87% |
| 4 | AMZN | Amazon.com, Inc. | 3.28% |
| 5 | GOOGL | Alphabet Inc. | 2.97% |
| 6 | AVGO | Broadcom Inc. | 2.68% |
| 7 | GOOG | Alphabet Inc. | 2.39% |
| 8 | MU | Micron Technology, Inc. | 1.75% |
| 9 | META | Meta Platforms, Inc. | 1.74% |
| 10 | TSLA | Tesla, Inc. | 1.55% |
| 11 | BRK.B | Berkshire Hathaway Inc. | 1.23% |
| 12 | JPM | JPMorgan Chase & Co. | 1.21% |
| 13 | AMD | Advanced Micro Devices, Inc. | 1.20% |
| 14 | LLY | Eli Lilly and Company | 1.20% |
| 15 | INTC | Intel Corporation | 0.86% |
| 16 | XOM | Exxon Mobil Corporation | 0.79% |
| 17 | JNJ | Johnson & Johnson | 0.76% |
| 18 | V | Visa Inc. | 0.76% |
| 19 | WMT | Walmart Inc. | 0.71% |
| 20 | AMAT | Applied Materials, Inc. | 0.67% |
| 21 | LRCX | Lam Research Corporation | 0.67% |
| 22 | CSCO | Cisco Systems, Inc. | 0.65% |
| 23 | CAT | Caterpillar Inc. | 0.63% |
| 24 | COST | Costco Wholesale Corporation | 0.58% |
| 25 | MA | Mastercard Incorporated | 0.55% |
| View SCHB holdings | |||
| SWPPX - Schwab S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.84% |
| 2 | AAPL | Apple Inc. | 7.00% |
| 3 | MSFT | Microsoft Corporation | 5.11% |
| 4 | AMZN | Amazon.com, Inc. | 4.04% |
| 5 | GOOGL | Alphabet Inc. | 3.38% |
| 6 | AVGO | Broadcom Inc. | 3.24% |
| 7 | GOOG | Alphabet Inc. | 2.69% |
| 8 | META | Meta Platforms, Inc. | 2.12% |
| 9 | TSLA | Tesla, Inc. | 1.87% |
| 10 | MU | Micron Technology, Inc. | 1.67% |
| 11 | LLY | Eli Lilly and Company | 1.34% |
| 12 | BRK.B | Berkshire Hathaway Inc. | 1.33% |
| 13 | AMD | Advanced Micro Devices, Inc. | 1.29% |
| 14 | JPM | JPMorgan Chase & Co. | 1.23% |
| 15 | XOM | Exxon Mobil Corporation | 0.93% |
| 16 | V | Visa Inc. | 0.84% |
| 17 | JNJ | Johnson & Johnson | 0.83% |
| 18 | INTC | Intel Corporation | 0.82% |
| 19 | WMT | Walmart Inc. | 0.78% |
| 20 | CSCO | Cisco Systems, Inc. | 0.73% |
| 21 | COST | Costco Wholesale Corporation | 0.65% |
| 22 | CAT | Caterpillar Inc. | 0.62% |
| 23 | MA | Mastercard Incorporated | 0.62% |
| 24 | LRCX | Lam Research Corporation | 0.61% |
| 25 | ABBV | AbbVie Inc. | 0.59% |
| View SWPPX holdings | |||