Compare/Updated Oct 26, 2026, refreshed every trading day
SCHB vs SCHX
Schwab U.S. Broad Market ETF against Schwab U.S. Large-Cap ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SCHX did slightly better over the period: $1,000 invested on Oct 28, 2022 grew to $2,052, versus $2,019 for SCHB, a 105.2% versus 101.9% total return. SCHX also led over three years, 82.9% versus 81.9%, and had higher three- and six-month returns, while SCHB led YTD and one-year performance. The difference was modest, consistent with their extremely high 0.997 correlation and typical monthly performance gap of only 0.17 percentage points. SCHX was marginally less volatile over the last year, at 12.8% versus 13.0%, and experienced a slightly smaller worst drawdown, -19.0% versus -19.4%. Both charge the same 0.03% expense ratio, but SCHX has larger fund assets of $74B versus SCHB’s $44B. Overall, SCHX delivered the better period return with slightly lower measured risk, while the practical distinction remains small.
- Price is above its 200-day average ($28); 50-day at $30.
- RSI 42, neutral. Supertrend says sell. ADX 15, so the trend is weak.
- Price is above its 200-day average ($29); 50-day at $30.
- RSI 42, neutral. Supertrend says sell. ADX 15, so the trend is weak.
Head to head
Which has returned more, SCHB or SCHX?
SCHB beat SCHX in 21 of the last 48 months; SCHX won the other 27. The typical monthly gap was 0.17 points.
Total return by period
Which is riskier?
Both: Feb 19, 2025 to Apr 8, 2025
- 0.997
- correlation of daily moves, 4 years
- 1.00
- SCHB move per 1% in SCHX
- 0.997
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.17 points.
When did they diverge?
| Month | SCHB | SCHX | Gap |
|---|---|---|---|
| March 2023 | +2.6% | +3.4% | -0.73 pts |
| December 2023 | +5.4% | +4.8% | +0.56 pts |
| January 2024 | +1.1% | +1.5% | -0.43 pts |
| July 2024 | +1.8% | +1.4% | +0.42 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with SCHB and SCHX?
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