JLCO vs SCHX

JLCO vs SCHX

Which is better, JLCO or SCHX?

SCHX costs less.

SCHX has a lower expense ratio. SCHX is less concentrated, with 36.7% of the fund in its ten largest positions against 46.7%.

Lower Fees: SCHXLess Concentrated: SCHX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJLCOSCHX
Expense Ratio0.39%0.03%Best
AUM$10M$71.4B
Dividend Yield0.00%1.03%
Holdings1111,511
YTD Return+0.97%+11.81%Best
1Y Return-+12.02%
3Y Return (annualized)-+21.48%
5Y Return (annualized)-+11.31%
Top 10 Weight46.7%36.7%Best
Fund FamilyJohn Hancock Investment ManagementCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 14, 2026Nov 3, 2009

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

JLCO vs SCHX growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare JLCO against instead:JLCO vs SPYJLCO vs QQQJLCO vs VOOJLCO vs VTISCHX against:SCHX vs VXUS

JLCO vs SCHX Performance

John Hancock Large Cap Opportunities ETF (JLCO) is an ETF from John Hancock Investment Management and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, JLCO is up 0.97% versus a gain of 11.81% for SCHX.

Past performance does not guarantee future results.

Fees and Cost Over Time

JLCO charges 0.39% per year while SCHX charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, JLCO currently yields 0.00% against 1.03% for SCHX.

Holdings Overlap

JLCO already in SCHX87.5%
SCHX already in JLCO35.5%

87.5% of JLCO's money is in holdings SCHX also owns. 35.5% of SCHX's money is in holdings JLCO also owns.

Most of JLCO is already inside SCHX. Owning both mostly buys the same companies twice.

42 positions in common, counted across the 54 positions we hold weights for in JLCO and 750 in SCHX, against full books of 111 and 1,511.

What only one of them owns

Our book lists 687 positions for SCHX that do not appear in our book for JLCO (63.8% of the fund), and 6 for JLCO that do not appear in SCHX (5.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in JLCOWeight in SCHXDifference
MSFTMicrosoft Corp8.22%5.63%2.59%
NVDANvidia Corp5.65%7.61%1.96%
GOOGLAlphabet Inc6.87%2.90%3.97%
AMZNAmazon.Com Inc6.17%3.55%2.62%
JPMJpmorgan Chase4.19%1.27%2.92%
AVGOBroadcom Inc3.00%2.34%0.66%
AMDAdvanced Micro Devices Inc3.35%1.33%2.02%
LLYEli Lilly & Co2.92%1.38%1.54%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.82%1.39%1.43%
COSTCostco Wholesale Corp.3.50%0.62%2.88%

87.5% of JLCO is already inside SCHX.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

JLCOSCHX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JLCO or SCHX?

JLCO has an expense ratio of 0.39% while SCHX charges 0.03%. SCHX is the cheaper option, by $36 a year on a $10,000 investment.

What is the holdings overlap between JLCO and SCHX?

87.5% of JLCO's money is in holdings SCHX also owns. 35.5% of SCHX's is in holdings JLCO also owns. They hold 42 positions in common, counted across the 54 positions we hold weights for in JLCO and 750 in SCHX.

Which pays a higher dividend, JLCO or SCHX?

JLCO yields 0.00% while SCHX yields 1.03%, so SCHX currently pays the higher dividend yield.

Is SCHX better than JLCO?

SCHX has a lower expense ratio. SCHX is less concentrated, with 36.7% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.