Schwab U.S. Large-Cap ETF (SCHX)

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Best Fit Large-Cap Funds ETFs

U.S. News evaluated 114 Large-Cap Funds ETFs and 35 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Excellent
Tracking Error Excellent
Bid/Ask Ratio Typical
Holdings Diversity Excellent

Fund Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Fund Snapshot Updated 04.23.2014

Previous Close $44.80 Expense Ratio 0.04%
YTD Return 2.08% Avg. 30-Day Volume 353,035
1-Year Return 21.1% Market Cap Loading...
Bid $44.79 Shares Outstanding 58,400,000
Ask $44.81 Dividends $0.78
Top 10 Holdings
Apple Inc (AAPL) 2.56%
Exxon Mobil Corp (XOM) 2.39%
Microsoft Corp (MSFT) 1.66%
Johnson & Johnson (JNJ) 1.57%
General Electric Co (GE) 1.46%
Wells Fargo & Co New (WFC) 1.31%
Chevron Corp New (CVX) 1.31%
Berkshire Hathaway Inc Del (BRK.B) 1.26%
Procter & Gamble Co (PG) 1.20%
Jpmorgan Chase & Co (JPM) 1.17%
% of Total Holdings 15.90%

Sector Breakdown

Geographic Breakdown

Best Fit Large-Cap Funds

See full rankings for Large-Cap Funds