SGLCvsSCHXETF Comparison
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SGI U.S. Large Cap Core ETF (SGLC) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. SGLC's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, SCHX's top sector exposures are Technology, Finance and Healthcare. SGLC is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.03% for SCHX. SGLC is up 11.31% year-to-date (YTD) with +$95M in YTD flows. SCHX performs worse with 7.99% YTD performance, and +$3.13B in YTD flows. Run a side-by-side ETF comparison of SGLC 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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SGLC vs SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SGLC SCHX | -7.41%-5.55% | -6.35%-4.81% | +11.31%+7.99% | +14.76%+8.81% | +69.53%+74.44% | n/a+63.08% |
| Flows | SGLC SCHX | +$17M+$247M | +$29M+$721M | +$95M+$3.13B | +$101M+$4.05B | +$73M+$12.66B | -+$14.43B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SGLC SCHX | +14.64%+13.60% | +15.12%+13.74% | +15.88%+15.46% | n/a+17.53% |
| Max drawdown | SGLC SCHX | -8.07%-6.10% | -10.17%-9.01% | -19.49%-19.16% | n/a-25.39% |
| Max drawdown duration | SGLC SCHX | 30d30d | 74d92d | 174d126d | n/a715d |
Trading data
SGLC | SCHX | |
Last sale 11/6/2026 at 2:30 PM | $43.16 | $28.92 |
| Previous close 11/04/2026 | $42.51 | $28.83 |
| Consolidated volume 11/04/2026 | ||
| 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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SGLC
is actively managed and doesn’t replicate an indexSGLC | 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 11/6/2026 at 2:30 PM
Live
Closed
SGLC | SCHX | |
|---|---|---|
| Last price | $43.16 | $28.92 |
| 1D performance | +1.53% | +0.31% |
| AuM | $224.46 M | $71.05 B |
| E/R | 0.85% | 0.03% |
Characteristics
SGLC | SCHX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Summit Global Investments | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 138 | 691 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 31, 2023 | November 3, 2009 |
| ESG | No | No |
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Exposure
Countries
SGLC
USA
99.15%
Other
0.85%
SCHX
USA
97.68%
Other
2.32%
Sectors
SGLC
Technology
46.23%
Finance
16.73%
Consumer Non-Cycl.
9.14%
Healthcare
7.88%
Other
20.01%
SCHX
Technology
47.43%
Finance
12.98%
Healthcare
9.08%
Consumer Non-Cycl.
8.56%
Other
21.95%
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Diversification
SGLC
Total weight of top 15 holdings out of 15
47.13%
SCHX
Total weight of top 15 holdings out of 15
45.03%
Top 15 holdings
Data as of September 30, 2026
SGLC
NVIDIA Corp.
8.48%
Apple, Inc.
6.77%
Microsoft Corp.
5.89%
Amazon.com, Inc.
4.29%
Alphabet, Inc.
3.34%
Alphabet, Inc.
2.71%
Broadcom Inc.
2.48%
Micron Technology, Inc.
2.35%
Meta Platforms, Inc.
2.24%
JPMorgan Chase & Co.
1.75%
Berkshire Hathaway, Inc.
1.54%
Eli Lilly & Co.
1.53%
The Bank of New York Mellon Corp.
1.28%
US9229083632
1.24%
ExxonMobil Holdings Corp.
1.22%
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 SGLC and SCHX
How have the SGLC and SCHX ETFs performed in 2026?
As of November 5, 2026, SGLC is up 11.31% year-to-date (YTD), while SCHX has returned 7.99%. That puts SGLC better performer ahead so far this year.
Which ETF is attracting more investor money: SGLC or SCHX?
Year-to-date, the SGLC ETF saw +$95M in flows, compared to +$3.13B for SCHX.
Which ETF is more volatile: SGLC or SCHX?
Over the past year, SGLC had a volatility of 15.12%, while SCHX experienced 13.74%.
Which ETF is bigger: SGLC or SCHX?
As of November 5, 2026, SGLC holds $224.46 M in assets under management (AUM), while SCHX manages $71.05 B.
What sectors do the SGLC and SCHX ETFs invest in?
SGLC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SCHX focuses on Technology, Finance and Healthcare.
What are the top holdings of the SGLC ETF and SCHX ETF?
SGLC 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: SGLC or SCHX?
SGLC holds 503 securities with 47.13% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 45.03%.
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