ESGUvsSCHXETF Comparison
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iShares ESG Aware MSCI USA ETF (ESGU) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. ESGU is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.03% for SCHX. ESGU is up 11.11% year-to-date (YTD) with +$583M in YTD flows. SCHX performs worse with 10.84% YTD performance, and +$3.09B 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 11/02/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ESGU SCHX | -2.40%-2.40% | -0.83%-0.73% | +11.11%+10.84% | +10.77%+10.73% | +79.96%+81.06% | +65.47%+69.70% |
| Flows | ESGU SCHX | +$86M+$202M | -$98M+$729M | +$583M+$3.09B | +$867M+$3.95B | -$1.91B+$12.68B | -$10.13B+$14.41B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ESGU SCHX | +10.74%+10.75% | +13.19%+13.00% | +15.18%+15.24% | +17.43%+17.40% |
| Max drawdown | ESGU SCHX | -3.65%-3.63% | -9.25%-9.01% | -19.24%-19.16% | -26.18%-25.39% |
| Max drawdown duration | ESGU SCHX | 27d27d | 76d92d | 153d126d | 722d715d |
Trading data
ESGU | SCHX | |
Last sale 11/2/2026 at 2:30 PM | $164.40 | $29.59 |
| Previous close 11/02/2026 | $165.22 | $29.73 |
| Consolidated volume 11/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 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 11/2/2026 at 2:30 PM
Live
Closed
ESGU | SCHX | |
|---|---|---|
| Last price | $164.40 | $29.59 |
| 1D performance | -0.50% | -0.47% |
| AuM | $17.73 B | $72.88 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 | 269 | 691 |
| 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
97.08%
Other
2.92%
SCHX
USA
97.68%
Other
2.32%
Sectors
ESGU
Technology
47.79%
Finance
12.94%
Healthcare
9.82%
Industrials
7.61%
Consumer Non-Cycl.
7.48%
Other
14.36%
SCHX
Technology
47.43%
Finance
12.98%
Healthcare
9.08%
Consumer Non-Cycl.
8.56%
Other
21.95%
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Diversification
ESGU
Total weight of top 15 holdings out of 15
44.01%
SCHX
Total weight of top 15 holdings out of 15
45.03%
Top 15 holdings
Data as of September 30, 2026
ESGU
NVIDIA Corp.
8.00%
Apple, Inc.
7.32%
Microsoft Corp.
5.55%
Amazon.com, Inc.
3.58%
Alphabet, Inc.
3.50%
Broadcom Inc.
2.44%
Meta Platforms, Inc.
2.23%
Alphabet, Inc.
1.93%
Micron Technology, Inc.
1.78%
Advanced Micro Devices, Inc.
1.54%
Tesla, Inc.
1.52%
Eli Lilly & Co.
1.37%
JPMorgan Chase & Co.
1.30%
Visa, Inc.
1.14%
Intel Corp.
0.81%
SCHX
NVIDIA Corp.
8.12%
Apple, Inc.
7.32%
Microsoft Corp.
5.51%
Amazon.com, Inc.
3.65%
Alphabet, Inc.
2.98%
Meta Platforms, Inc.
2.55%
Broadcom Inc.
2.49%
Alphabet, Inc.
2.38%
Micron Technology, Inc.
1.81%
Tesla, Inc.
1.58%
Advanced Micro Devices, Inc.
1.53%
Eli Lilly & Co.
1.40%
Berkshire Hathaway, Inc.
1.37%
JPMorgan Chase & Co.
1.34%
ExxonMobil Holdings Corp.
0.99%
Frequently asked questions about ESGU and SCHX
How have the ESGU and SCHX ETFs performed in 2026?
As of November 2, 2026, ESGU is up 11.11% year-to-date (YTD), while SCHX has returned 10.84%. That puts ESGU better performer ahead so far this year.
Which ETF is attracting more investor money: ESGU or SCHX?
Year-to-date, the ESGU ETF saw +$583M in flows, compared to +$3.09B for SCHX.
Which ETF is more volatile: ESGU or SCHX?
Over the past year, ESGU had a volatility of 13.19%, while SCHX experienced 13%.
Which ETF is bigger: ESGU or SCHX?
As of November 2, 2026, ESGU holds $17.73 B in assets under management (AUM), while SCHX manages $72.88 B.
What sectors do the ESGU and SCHX ETFs invest in?
ESGU leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SCHX focuses on Technology, Finance and Healthcare.
What are the top holdings of the ESGU ETF and SCHX ETF?
ESGU top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SCHX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: ESGU or SCHX?
ESGU holds 270 securities with 44.01% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 45.03%.
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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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