EXEQ vs SCHK

EXEQDWedbush ReturnOnLeadership U.S. Large-Cap ETF

SCHKASchwab 1000 Index ETF

In short

EXEQ Most funds screen for cheap or profitable. This one screens for good management: 50 US large caps ranked by an AI-built leadership score, and weighted by that score instead of by size.

SCHK Schwab's house-built alternative to the S&P 500: the 1,000 largest US companies in one passive wrapper, reaching past the mega-caps into mid-cap turf, priced at three basis points.

Stated mandate

EXEQ The Fund seeks to track, before fees and expenses, the total return of the Solactive Indiggo Return on Leadership U.S. Large-Cap Index. It uses passive indexing and normally invests at least 80% of net assets in Index components.

SCHK The fund seeks to track the total return of the Schwab 1000 Index before fees and expenses.

Why people hold it

• EXEQ Screens for something most factors ignore: management execution. Indiggo's score rates companies on purpose, strategic clarity, alignment and focused action; the top 50 make the index.wedbushfunds.comsolactive.com
• Positions are sized by leadership score rather than market cap, with quarterly reviews, so the largest company in the market is not automatically the largest holding.solactive.com
• Conventional plumbing under a novel idea: a 1940 Act index fund that normally keeps at least 80% of net assets in components of a published Solactive benchmark.

• SCHK 0.03% a year, the lowest fee among the top-scoring funds in its index-wrapper group and a small fraction of what the typical fund there charges.
• About 1,000 stocks covering roughly 90% or more of US stock market value: the S&P 500 names plus a layer of mid caps most large-blend funds skip.schwabassetmanagement.com
• Tracks its stated index tightly and stands among the strongest implementations in its peer group of plain index wrappers.
• A multi-billion-dollar fund that trades actively and pays distributions quarterly.

Worth knowing

• EXEQ At 0.75%, it prices like a specialist strategy rather than an index tracker. Broad index peers such as SCHK and SPYV charge a few basis points for their exposure.
• The scores come from large language models and generative AI, and the fund's own risk disclosures note such models can be hard to interpret and produce unexpected results.wedbushfunds.com
• A 50-stock portfolio launched in 2026, still small and lightly traded: more weight per name than a 500-stock index fund, no long record, and spreads that can run wider.wedbushfunds.com

• SCHK Weighted by market value, so the biggest US companies drive the bulk of results. Those extra 500 names carry less weight than the headcount suggests.schwabassetmanagement.com
• All-US, all-equity by mandate: no bonds, no foreign stocks, and it rides the full swings of the US market.
• The benchmark is Schwab's own proprietary index, so there is no rival fund on the identical yardstick for a side-by-side comparison.

Full EXEQ profile⁠

Full SCHK profile⁠