Compare Funds: SCHB vs. SWPPX
SCHB
SWPPX
Comparison
Average Return
In the past year, SCHB returned a total of 34.67%, which is slightly higher than SWPPX's 33.80% return. Over the past 10 years, SCHB has had annualized average returns of 14.47%, compared to 14.90% for SWPPX. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| SCHB - Schwab U.S. Broad Market ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.13% |
| 2 | AAPL | Apple Inc. | 5.82% |
| 3 | MSFT | Microsoft Corporation | 4.51% |
| 4 | AMZN | Amazon.com, Inc. | 3.52% |
| 5 | GOOGL | Alphabet Inc. | 2.85% |
| 6 | AVGO | Broadcom Inc. | 2.75% |
| 7 | GOOG | Alphabet Inc. | 2.28% |
| 8 | META | Meta Platforms, Inc. | 2.13% |
| 9 | TSLA | Tesla, Inc. | 1.60% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.26% |
| 11 | JPM | JPMorgan Chase & Co. | 1.24% |
| 12 | LLY | Eli Lilly and Company | 1.06% |
| 13 | XOM | Exxon Mobil Corporation | 0.90% |
| 14 | WMT | Walmart Inc. | 0.81% |
| 15 | JNJ | Johnson & Johnson | 0.81% |
| 16 | V | Visa Inc. | 0.77% |
| 17 | MU | Micron Technology, Inc. | 0.73% |
| 18 | AMD | Advanced Micro Devices, Inc. | 0.65% |
| 19 | COST | Costco Wholesale Corporation | 0.64% |
| 20 | MA | Mastercard Incorporated | 0.61% |
| 21 | NFLX | Netflix, Inc. | 0.58% |
| 22 | CAT | Caterpillar Inc. | 0.54% |
| 23 | ABBV | AbbVie Inc. | 0.52% |
| 24 | BAC | Bank of America Corporation | 0.52% |
| 25 | HD | The Home Depot, Inc. | 0.51% |
| View SCHB 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 | |||