ESGU vs SCHX overlap - what they share and where they differ

ESGU and SCHX share 74.9% of their weight across 257 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ESGU and SCHX

74.9%

257 shared positions

ESGU

iShares ESG Aware MSCI USA ETF

Reported positions cover 100% of the fund, 285 positions · May 31, 2026

Top 10: 39.1%·Holdings of ESGU

SCHX

Schwab U.S. Large-Cap ETF

Reported positions cover 100% of the fund, 734 positions · May 31, 2026

Top 10: 38.5%·Holdings of SCHX

Reported positions cover ESGU 100%, SCHX 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SCHX vs ESGU side by side

ESGUiShares ESG Aware MSCI USA ETF

285

stock positions reported to the SEC

7.1% of its weight is in 28 names SCHX does not hold

SCHXSchwab U.S. Large-Cap ETF

734

stock positions reported to the SEC

21.5% of its weight is in 477 names ESGU does not hold

Where each fund's weight sits

ESGU
SCHX
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
49.8%
48.7%
Consumer Cyclical
9.9%
10.2%
Financial Services
9.9%
9.4%
Healthcare
8.7%
8.7%
Industrials
0.0%
4.1%
Consumer Defensive
3.7%
0.0%

The widest gap is Industrials: SCHX has 4.1 points more of it.

The figures side by side

ESGUSCHX
Filing dateMay 31, 2026May 31, 2026
Stock positions reported285734
Weight of the ten largest39.1%38.5%
Largest positionNVDA 7.8%NVDA 7.5%
Held alone28 positions, 7.1%477 positions, 21.5%
Covered by stock positions100%100%

Holdings they share

StockIn ESGUIn SCHXCounted
NVDANVIDIA CORPORATION7.77%7.50%7.50%
AAPLAPPLE INC.6.83%6.69%6.69%
GOOGLALPHABET INC.6.05%5.81%5.81%
MSFTMICROSOFT CORPORATION4.73%4.88%4.73%
AMZNAMAZON.COM, INC.3.82%3.86%3.82%
AVGOBROADCOM INC.3.07%3.10%3.07%
METAMETA PLATFORMS, INC.1.94%2.02%1.94%
TSLATESLA, INC.1.85%1.79%1.79%
MUMICRON TECHNOLOGY, INC.1.66%1.60%1.60%
LLYELI LILLY AND COMPANY1.33%1.28%1.28%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ESGU

JPMORGAN CHASE & CO.1.17%
EXXON MOBIL CORPORATION0.69%
GENERAL ELECTRIC COMPANY0.46%
HIGTHE HARTFORD INSURANCE GROUP, INC.0.43%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY0.35%
GWWW.W. GRAINGER, INC.0.31%
CASEY'S GENERAL STORES, INC.0.28%
CRH PUBLIC LIMITED COMPANY0.28%
LINDE PUBLIC LIMITED COMPANY0.28%
LOWLOWE'S COMPANIES, INC.0.24%

Only in SCHX

JPMORGAN CHASE & CO1.18%
EXXON MOBIL CORP0.89%
WMTWalmart Inc0.74%
GENERAL ELECTRIC CO0.50%
PMPhilip Morris International Inc0.40%
LINLinde PLC0.34%
STXSeagate Technology Holdings PLC0.28%
BABoeing Co/The0.27%
TJX COS INC/THE0.25%
EATON CORP PLC0.23%

Questions people ask

Is ESGU the same as SCHX?

74.9% of their weight sits in the same 257 holdings. ESGU also reports JPMORGAN CHASE & CO., EXXON MOBIL CORPORATION, GENERAL ELECTRIC COMPANY, which the other does not. SCHX also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, WMT, which the other does not.

How is the overlap between ESGU and SCHX measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of ESGU and 100% of SCHX, so the number cannot exceed the smaller coverage.

Which holds more, SCHX or ESGU?

ESGU reports 285 stock positions and SCHX reports 734. 7.1% of ESGU's weight sits in names SCHX does not hold, and 21.5% of SCHX's weight in names ESGU does not hold. The ten largest positions are 39.1% of ESGU and 38.5% of SCHX.

How do ESGU and SCHX differ by sector?

The widest gap is Industrials: SCHX has 4.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

SCHX against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.