ESGUvsSCHXETF Comparison
VS
iShares ESG Aware MSCI USA ETF (ESGU) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. ESGU's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, SCHX's top sector exposures are Information Technology, Financials and Communication Services. ESGU is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.03% for SCHX. ESGU is up 5.63% year-to-date (YTD) with +$282M in YTD flows. SCHX performs better with 5.8% YTD performance, and +$1.46B in YTD flows. Run a side-by-side ETF comparison of ESGU and SCHX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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ESGU vs SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 05/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ESGU SCHX | +10.15%+9.90% | +3.88%+3.91% | +5.63%+5.80% | +30.21%+30.07% | +77.90%+80.75% | +75.04%+79.89% |
| Flows | ESGU SCHX | +$179M+$368M | +$131M+$1.20B | +$282M+$1.46B | +$417M+$2.67B | -$4.39B+$11.34B | -$5.62B+$14.45B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ESGU SCHX | +15.99%+15.65% | +12.89%+12.68% | +15.19%+15.25% | +17.35%+17.33% |
| Max drawdown | ESGU SCHX | -9.07%-8.78% | -9.25%-9.01% | -19.24%-19.16% | -26.18%-25.39% |
| Max drawdown duration | ESGU SCHX | 71d70d | 76d92d | 153d126d | 722d715d |
Trading data
ESGU | SCHX | |
Last sale 5/1/2026 at 1:30 PM | $156.91 | $28.38 |
| Previous close 04/29/2026 | $156.60 | $28.29 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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ESGU | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
ESGU | SCHX | |
|---|---|---|
| Last price | $156.91 | $28.38 |
| 1D performance | +0.20% | +0.32% |
| AuM | $16.64 B | $68.38 B |
| E/R | 0.15% | 0.03% |
Characteristics
ESGU | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | MSCI USA Extended ESG Focus Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 273 | 639 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 1, 2016 | November 3, 2009 |
| ESG | Yes | No |
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Exposure
Countries
ESGU
USA
96.5%
Other
3.5%
SCHX
USA
96.8%
Other
3.2%
Sectors
ESGU
Information Techn.
35.19%
Financials
10.39%
Consumer Discreti.
9.71%
Health Care
9.48%
Communication Ser.
9.4%
Industrials
7.9%
Other
17.93%
SCHX
Information Techn.
34.24%
Financials
10.28%
Communication Ser.
10.11%
Consumer Discreti.
9.76%
Health Care
9.31%
Industrials
8.1%
Other
18.19%
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Diversification
ESGU
Total weight of top 15 holdings out of 15
39.74%
SCHX
Total weight of top 15 holdings out of 15
42.19%
Top 15 holdings
Data as of March 31, 2026
ESGU
NVIDIA
7.48%
APPLE
6.47%
MICROSOFT-T
4.53%
ALPHABET INC-CL
4.19%
AMAZON.COM INC
3.42%
BROADCOM LIMITED
2.48%
META PLATFORMS
2.04%
TESLA
1.84%
JPMORGAN CHASE
1.34%
LILLY
1.29%
ALPHABET INC-CL
1.17%
VISA INCORPORATION
1.03%
EXXON
0.94%
JOHNSON&JOHNSON
0.77%
ABBVIE
0.76%
SCHX
NVIDIA
7.51%
APPLE
6.69%
MICROSOFT-T
4.90%
AMAZON.COM INC
3.66%
ALPHABET INC-CL
2.95%
BROADCOM LIMITED
2.63%
ALPHABET INC-CL
2.36%
META PLATFORMS
2.14%
TESLA
1.89%
BERKSHIRE HATHWAY
1.54%
JPMORGAN CHASE
1.41%
LILLY
1.27%
EXXON
1.24%
JOHNSON&JOHNSON
1.04%
WALMART INC
0.97%
Frequently asked questions about ESGU and SCHX
How have the ESGU and SCHX ETFs performed in 2026?
As of May 1, 2026, ESGU is up 5.63% year-to-date (YTD), while SCHX has returned 5.8%. That puts SCHX better performer ahead so far this year.
Which ETF is attracting more investor money: ESGU or SCHX?
Year-to-date, the ESGU ETF saw +$282M in flows, compared to +$1.46B for SCHX.
Which ETF is more volatile: ESGU or SCHX?
Over the past year, ESGU had a volatility of 12.89%, while SCHX experienced 12.68%.
Which ETF is bigger: ESGU or SCHX?
As of May 1, 2026, ESGU holds $16.64 B in assets under management (AUM), while SCHX manages $68.38 B.
What sectors do the ESGU and SCHX ETFs invest in?
ESGU leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, SCHX focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the ESGU ETF and SCHX ETF?
ESGU top holdings include NVIDIA, APPLE and MICROSOFT-T. SCHX holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: ESGU or SCHX?
ESGU holds 288 securities with 39.74% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 42.19%.
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Latest news about ESGU & SCHX
Charles Schwab Asset Management Celebrates 15-Year ETF Anniversary: 3 ETFs to Watch
October 24, 2024
SCHX
ESG ETFs – Investing in sustainability
October 18, 2022
ESGU
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