Compare Funds: SCHB vs. SWPPX

SCHB
SWPPX

Comparison

SymbolCompany NameStock Price% ChangeAssetsExp. RatioPE RatioDiv. Yield
SCHBSchwab U.S. Broad Market ETF25.300.80%35.95B0.03%25.491.17%
SWPPXSchwab S&P 500 Index Fund16.900.78%-0.02%-1.13%

Average Return

In the past year, SCHB returned a total of 18.90%, which is slightly higher than SWPPX's 18.66% return. Over the past 10 years, SCHB has had annualized average returns of 13.75%, compared to 14.19% for SWPPX. These numbers are adjusted for stock splits and include dividends.

Top 25 Holdings

SCHB - Schwab U.S. Broad Market ETF
No.SymbolNameWeight
1 NVDA NVIDIA Corporation 6.59%
2 AAPL Apple Inc. 5.91%
3 MSFT Microsoft Corporation 4.29%
4 AMZN Amazon.com, Inc. 3.15%
5 GOOGL Alphabet Inc. 2.58%
6 AVGO Broadcom Inc. 2.31%
7 GOOG Alphabet Inc. 2.07%
8 META Meta Platforms, Inc. 1.86%
9 TSLA Tesla, Inc. 1.65%
10 BRK.B Berkshire Hathaway Inc. 1.39%
11 JPM JPMorgan Chase & Co. 1.23%
12 XOM Exxon Mobil Corporation 1.16%
13 LLY Eli Lilly and Company 1.13%
14 JNJ Johnson & Johnson 0.94%
15 WMT Walmart Inc. 0.87%
16 V Visa Inc. 0.80%
17 COST Costco Wholesale Corporation 0.71%
18 MU Micron Technology, Inc. 0.65%
19 CVX Chevron Corporation 0.64%
20 NFLX Netflix, Inc. 0.64%
21 MA Mastercard Incorporated 0.64%
22 ABBV AbbVie Inc. 0.60%
23 PG The Procter & Gamble Company 0.54%
24 AMD Advanced Micro Devices, Inc. 0.53%
25 PLTR Palantir Technologies Inc. 0.53%
View SCHB holdings
SWPPX - Schwab S&P 500 Index Fund
No.SymbolNameWeight
1 NVDA NVIDIA Corporation 7.26%
2 AAPL Apple Inc. 6.58%
3 MSFT Microsoft Corporation 4.92%
4 AMZN Amazon.com, Inc. 3.44%
5 GOOGL Alphabet Inc. 3.06%
6 AVGO Broadcom Inc. 2.54%
7 GOOG Alphabet Inc. 2.44%
8 META Meta Platforms, Inc. 2.38%
9 TSLA Tesla, Inc. 1.91%
10 BRK.B Berkshire Hathaway Inc. 1.56%
11 LLY Eli Lilly and Company 1.41%
12 JPM JPMorgan Chase & Co. 1.38%
13 XOM Exxon Mobil Corporation 1.08%
14 JNJ Johnson & Johnson 1.01%
15 WMT Walmart Inc. 0.95%
16 V Visa Inc. 0.91%
17 MU Micron Technology, Inc. 0.78%
18 COST Costco Wholesale Corporation 0.76%
19 MA Mastercard Incorporated 0.72%
20 ABBV AbbVie Inc. 0.69%
21 NFLX Netflix, Inc. 0.69%
22 PG The Procter & Gamble Company 0.66%
23 HD The Home Depot, Inc. 0.64%
24 GE GE Aerospace 0.61%
25 CVX Chevron Corporation 0.60%
View SWPPX holdings