ESGV vs SCHX

Vanguard ESG US Stock ETF vs Schwab US Large-Cap ETF

Quick take
  • • SCHX has the lower expense ratio at 0.03% vs 0.09% for ESGV.
  • • SCHX pays a higher dividend yield (1.05%).

Side-by-side metrics

MetricESGVSCHX
Expense ratio
Annual fee. Lower is better.
0.09%0.03%
Dividend yield
Trailing 12-month yield.
0.90%1.05%
AUM
Assets under management — bigger funds are typically more liquid.
$13.04B$73.24B
YTD return
10.67%11.01%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.110.99
P/E ratio
24.0323.63
Last price
$134.43$29.98
Inception
——
Issuer
VanguardSchwab

ESGV top holdings

Top holdings · ESGV
NVDANVIDIA Corp8.92%
AAPLApple Inc8.06%
MSFTMicrosoft Corp6.38%
AMZNAmazon.com Inc4.05%
GOOGLAlphabet Inc Class A3.35%
AVGOBroadcom Inc2.73%
GOOGAlphabet Inc Class C2.71%
METAMeta Platforms Inc Class A2.67%
MUMicron Technology Inc2.01%
TSLATesla Inc1.73%
Sector breakdown · ESGV
Real Estate2.5%
Consumer Cyclical10.5%
Basic Materials1.6%
Consumer Defensive3.5%
Technology44.4%
Communication Services11.4%
Financial Services11.6%
Utilities0.1%
Industrials3.9%
Healthcare10.6%

SCHX top holdings

Top holdings · SCHX
AAPLApple Inc7.27%
NVDANVIDIA Corp7.16%
MSFTMicrosoft Corp5.60%
AMZNAmazon.com Inc3.41%
GOOGLAlphabet Inc Class A2.37%
AVGOBroadcom Inc2.24%
METAMeta Platforms Inc Class A1.96%
GOOGAlphabet Inc Class C1.91%
LLYEli Lilly and Co1.64%
TSLATesla Inc1.63%
Sector breakdown · SCHX
Real Estate1.9%
Consumer Cyclical9.1%
Basic Materials1.7%
Consumer Defensive4.8%
Technology37.5%
Communication Services8.1%
Financial Services12.0%
Utilities2.0%
Industrials8.5%
Energy4.0%
Healthcare10.4%

About ESGV

ESGV (Vanguard ESG US Stock ETF) is Broad US market with ESG screens applied. Managed by Vanguard, the fund carries $13.0B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.90%. Its largest holding is NVIDIA Corp (NVDA), which represents 8.9% of the portfolio. Real Estate is the fund's largest sector exposure at 2.5%.

About SCHX

SCHX (Schwab US Large-Cap ETF) is Low-cost US large-cap exposure. Managed by Schwab, the fund carries $73.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.05%. Its largest holding is Apple Inc (AAPL), which represents 7.3% of the portfolio. Real Estate is the fund's largest sector exposure at 1.9%.