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Fund comparison · from official SEC filings

JUSA vs SCHX: how much do they overlap?

JPMorgan U.S. Research Enhanced Large Cap ETF and Schwab U.S. Large-Cap ETF

Fund A

vs

Fund B

Holdings overlap

70%

of assets, by weight

Shared positions

233

of 241 / 750 holdings

JUSA expense ratio

0.12%

net, per year

SCHX expense ratio

0.03%

net, per year

JUSA and SCHX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

JUSA

SCHX

N

NVDANVIDIA CORP

7.95%

7.50%

A

AAPLAPPLE INC

6.70%

6.70%

M

MSFTMICROSOFT CORP

5.23%

4.89%

A

AMZNAMAZON.COM INC

3.96%

3.87%

G

GOOGLALPHABET INC-CL A

2.99%

3.24%

A

AVGOBROADCOM INC

2.77%

3.10%

G

GOOGALPHABET INC-CL C

2.14%

2.57%

M

METAMETA PLATFORMS INC-CLASS A

2.40%

2.02%

T

TSLATESLA INC

1.77%

1.79%

E

EXMOCEXXON MOBIL CORP

1.66%

0.89%

M

MUMICRON TECHNOLOGY INC

0.73%

1.60%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.46%

1.27%

J

JNJJOHNSON & JOHNSON

1.35%

0.79%

L

LLYELI LILLY & CO

1.13%

1.28%

A

AMDADVANCED MICRO DEVICES

0.58%

1.23%

V

VVISA INC-CLASS A SHARES

1.19%

0.80%

M

MAMASTERCARD INC - A

1.13%

0.59%

A

ABBVABBVIE INC

1.04%

0.56%

R

RTXRTX CORP

0.93%

0.35%

W

WFCWELLS FARGO & CO

0.89%

0.35%

P

PEPPEPSICO INC

0.86%

0.29%

B

BACBANK OF AMERICA CORP

0.84%

0.50%

W

WMTWALMART INC

0.82%

0.74%

I

INTCINTEL CORP

0.12%

0.79%

L

LRCXLAM RESEARCH CORP

0.77%

0.58%

Only in JUSA

J

JIMXXJPM PRIME MMKT-IM

0.41%

S

SNDKSANDISK CORP

0.08%

V

VSLXXJPMRGN SEC LND MMKT-AGNCY SL

0.07%

H

HO1HOLOGIC INC

0.04%

E

ECHOECHOSTAR CORP-A

0.03%

D

DDDUPONT DE NEMOURS INC

0.03%

K

KLARKLARNA GROUP PLC

0.00%

?

—N/A

-0.01%

Only in SCHX

J

JPMJPMORGAN CHASE & CO

1.18%

Q

QCOMQUALCOMM INC

0.39%

K

KLACKLA CORP

0.37%

A

AMGNAMGEN INC

0.27%

M

MRVLMARVELL TECHNOLOGY INC

0.26%

T

TJXTJX COMPANIES INC

0.25%

B

BLKBLACKROCK INC

0.22%

?

—HONEYWELL INTERNATIONAL INC

0.22%

P

PFEPFIZER INC

0.22%

S

SPGIS&P GLOBAL INC

0.19%

D

DELLDELL TECHNOLOGIES -C

0.18%

S

SBUXSTARBUCKS CORP

0.17%

L

LMTLOCKHEED MARTIN CORP

0.16%

P

PHPARKER HANNIFIN CORP

0.16%

B

BNYBANK OF NEW YORK MELLON CORP

0.14%

G

GVMXXSTATE ST INST US GOV MM-PREM

0.14%

D

DUKDUKE ENERGY CORP

0.14%

F

FCXFREEPORT-MCMORAN INC

0.14%

S

SNPSSYNOPSYS INC

0.13%

C

CEGCONSTELLATION ENERGY

0.13%

A

ADPAUTOMATIC DATA PROCESSING

0.13%

P

PNCPNC FINANCIAL SERVICES GROUP

0.13%

T

TMUST-MOBILE US INC

0.13%

S

SNOWSNOWFLAKE INC

0.13%

W

WMBWILLIAMS COS INC

0.13%

Hold JUSA and SCHX together? See your combined true holdings, overlap, and blended fees — free, no signup.

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.