Schwab U.S. Large-Cap ETF (SCHX)
#5
Best Fit Large-Cap Funds ETFs
U.S. News evaluated 102 Large-Cap Funds ETFs and 34 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 IndexSM.
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 IndexSM 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 05.22.2013
| Previous Close |
$39.55 |
Expense Ratio |
0.04% |
| YTD Return |
16.9% |
Avg. 30-Day Volume |
316,476 |
| 1-Year Return |
27.8% |
Market Cap |
Loading... |
| Bid |
$39.50 |
Shares Outstanding |
39,550,000 |
| Ask |
$39.52 |
Dividends |
$0.74 |
| Top 10 Holdings |
| Apple Inc (AAPL) |
2.57% |
| Exxon Mobil Corp (XOM) |
2.57% |
| Microsoft Corp (MSFT) |
1.62% |
| General Electric Co (GE) |
1.54% |
| Johnson & Johnson (JNJ) |
1.53% |
| Chevron Corp New (CVX) |
1.50% |
| Google Inc (GOOG) |
1.46% |
| International Business Machs (IBM) |
1.35% |
| Procter & Gamble Co (PG) |
1.34% |
| Pfizer Inc (PFE) |
1.31% |
| % of Total Holdings |
16.80% |
Sector Breakdown
Geographic Breakdown
