SCHG — Schwab U.S. Large-Cap Growth ETF

SCHG Price Performance — Growth of $10,000

Value of a $10,000 investment in SCHG over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.

SCHG Drawdown

The "underwater" chart: SCHG's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.

Overview

The Schwab U.S. Large-Cap Growth ETF (SCHG) is a fund focused on the U.S. large-cap growth segment, managed by Schwab ETFs. With an overall rank of #204 among 458 tracked ETFs, it is positioned in the middle of the pack. The ETF has an expense ratio of 0.04%, indicating it is cost-effective, and a dividend yield of 0.39%, offering a modest income stream. Its assets under management (AUM) of $60.0B suggest significant investor adoption, as it is one of the larger funds in its category, implying a high level of demand and liquidity.

Over the past year, the fund has seen a strong performance with a return of +17.75%, outpacing its closest peers QQQM and QQQ. However, its returns have been more volatile in the short term, with a 1-day return of +0.63% and a 1-week return of -1.31%, indicating some day-to-day fluctuations. In the medium term, the fund has shown a more consistent upward trend, with a 1-month return of +5.75% and a 3-month return of +3.08%. Over the longer term, the fund has significantly outperformed, with a 3-year return of +91.57%, demonstrating a strong growth trajectory. This pattern suggests that while the fund can experience short-term volatility, it has been able to deliver strong returns over the long term.

The Schwab U.S. Large-Cap Growth ETF (SCHG) is categorized as having a moderate volatility label, which aligns with its beta of 1.21, indicating it is slightly more volatile than the market. Its Sharpe ratio of 0.77 suggests that the fund offers a reasonable risk-adjusted return, meaning that for the level of risk taken, the returns are satisfactory. The maximum drawdown of -23.39% indicates that the fund has experienced a significant decline in value, but it has recovered from such declines, as evidenced by its strong 3-year return. This combination of moderate volatility, a Sharpe ratio that indicates a good risk-adjusted return, and a significant recovery from drawdowns suggests that the fund is suitable for investors who are willing to accept some level of volatility for the potential for higher returns, especially over the long term.

AI-generated summary based on the data on this page.

SCHG Top Holdings

Holdings as of 2026-05-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 57.2% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how SCHG's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.

Which Funds Overlap With SCHG

Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with SCHG's top 10 — VUG overlaps most, holding 9 of the same companies as SCHG's top 10 (57.2% of SCHG's assets).

Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.

Market Backdrop

10-Year Treasury Yield: 4.69% (as of 2026-08-20) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 16.01 (as of 2026-08-20) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-07-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

See it in a portfolio

SCHG isn't one of the twelve funds in the portfolio game, but QQQ — Tech — sits in the same category and is. It is an equivalent, not a substitute: different holdings, different fee, different returns.

Free, no sign-up, virtual money only.

SCHG Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is — and average daily volume is 8.0M/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $60.0B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.

Domicile & tax treatment: SCHG is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.

SCHG Performance History

How SCHG Compares to Other US Large Cap Growth ETFs