SCHX - SCHX: A Bellwether Portfolio With A Razor-Thin Expense Ratio
- SCHX is a $34.4 billion fund that is supposed to track the performance of 750 public U.S. bellwethers.
- The fund has a razor-thin expense ratio, relatively low risk, and robust asset flows.
- As a U.S. large-cap play, SCHX scores poorly against value indicators, with the growth metrics of its holdings being noticeably stronger. Quality is almost perfect.
- Investors might consider SCHX as a solid substitution to IVV, SPY, VOO, or even ITOT given large holdings overlap, similar factor exposure, nearly identical returns.
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SCHX: A Bellwether Portfolio With A Razor-Thin Expense Ratio