TOPCvsSCHXETF Comparison
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iShares S&P 500 3% Capped ETF (TOPC) 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. TOPC is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.03% for SCHX. TOPC is up 12.05% year-to-date (YTD) with +$13M 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 TOPC 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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TOPC 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. | TOPC SCHX | -1.09%-2.40% | +0.05%-0.73% | +12.05%+10.84% | +13.16%+10.73% | n/a+81.06% | n/a+69.70% |
| Flows | TOPC SCHX | -+$202M | +$2M+$729M | +$13M+$3.09B | +$16M+$3.95B | -+$12.68B | -+$14.41B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TOPC SCHX | +10.07%+10.75% | +12.28%+13.00% | n/a+15.24% | n/a+17.40% |
| Max drawdown | TOPC SCHX | -3.53%-3.63% | -8.01%-9.01% | n/a-19.16% | n/a-25.39% |
| Max drawdown duration | TOPC SCHX | 81d27d | 63d92d | n/a126d | n/a715d |
Trading data
TOPC | SCHX | |
Last sale 11/2/2026 at 2:30 PM | $34.46 | $29.59 |
| Previous close 11/02/2026 | $34.57 | $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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TOPC | 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
TOPC | SCHX | |
|---|---|---|
| Last price | $34.46 | $29.59 |
| 1D performance | -0.32% | -0.47% |
| AuM | $32.75 M | $72.88 B |
| E/R | 0.15% | 0.03% |
Characteristics
TOPC | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | S&P 500 3% Capped Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 501 | 691 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 16, 2025 | November 3, 2009 |
| ESG | No | No |
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Exposure
Countries
TOPC
USA
96.97%
Other
3.03%
SCHX
USA
97.68%
Other
2.32%
Sectors
TOPC
Technology
37.52%
Finance
15.5%
Healthcare
11.1%
Consumer Non-Cycl.
8.95%
Industrials
8.9%
Other
18.01%
SCHX
Technology
47.43%
Finance
12.98%
Healthcare
9.08%
Consumer Non-Cycl.
8.56%
Other
21.95%
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Diversification
TOPC
Total weight of top 15 holdings out of 15
33.58%
SCHX
Total weight of top 15 holdings out of 15
45.03%
Top 15 holdings
Data as of September 30, 2026
TOPC
Apple, Inc.
3.18%
Microsoft Corp.
3.14%
NVIDIA Corp.
3.07%
Amazon.com, Inc.
2.97%
Meta Platforms, Inc.
2.96%
Broadcom Inc.
2.90%
Micron Technology, Inc.
2.23%
Tesla, Inc.
1.85%
Advanced Micro Devices, Inc.
1.85%
Alphabet, Inc.
1.74%
Berkshire Hathaway, Inc.
1.72%
Eli Lilly & Co.
1.71%
JPMorgan Chase & Co.
1.63%
Alphabet, Inc.
1.39%
ExxonMobil Holdings Corp.
1.24%
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 TOPC and SCHX
How have the TOPC and SCHX ETFs performed in 2026?
As of November 2, 2026, TOPC is up 12.05% year-to-date (YTD), while SCHX has returned 10.84%. That puts TOPC better performer ahead so far this year.
Which ETF is attracting more investor money: TOPC or SCHX?
Year-to-date, the TOPC ETF saw +$13M in flows, compared to +$3.09B for SCHX.
Which ETF is more volatile: TOPC or SCHX?
Over the past year, TOPC had a volatility of 12.28%, while SCHX experienced 13%.
Which ETF is bigger: TOPC or SCHX?
As of November 2, 2026, TOPC holds $32.75 M in assets under management (AUM), while SCHX manages $72.88 B.
What sectors do the TOPC and SCHX ETFs invest in?
TOPC leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SCHX focuses on Technology, Finance and Healthcare.
What are the top holdings of the TOPC ETF and SCHX ETF?
TOPC top holdings include Apple, Inc., Microsoft Corp. and NVIDIA Corp.. SCHX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: TOPC or SCHX?
TOPC holds 504 securities with 33.58% 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 TOPC & SCHX
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