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SCHG

Schwab U.S. Large-Cap Growth ETF

1Y Return
+33.8%
Expense Ratio
0.04%
Dividend Yield
0.38%
AUM
$35.2B
Basic Info
IssuerCharles Schwab
CategoryInnovation
Inception Date2009-12-11

Invests in U.S. large-cap growth stocks, focusing on high-growth companies.

Returns & Risk
1Y Return+33.8%
3Y (Ann.)+13.5%
5Y (Ann.)+18.2%
Volatility19.8%
Sharpe Ratio0.90
Max Drawdown-28.5%
Top 10 Holdings
Apple
12.5%
Microsoft
11.8%
NVIDIA
10.2%
Amazon
6.5%
Meta
4.8%
Alphabet
4.2%
Tesla
3.5%
Eli Lilly
2.8%
Broadcom
2.5%
Visa
2.2%
Sector Allocation
Technology
45.2%
Consumer
15.8%
Communication
12.5%
Healthcare
9.8%
Financials
5.2%
Industrials
4.5%
Energy
2.8%
Utilities
1.8%
Real Estate
1.2%
Materials
1.2%
Historical Annual Returns
Annual returns over the past 6 years
47%-33%
+38.2%
2020
+28.5%
2021
-33.2%
2022
+46.5%
2023
+29.8%
2024
+4.2%
2025
AI Analysis

SCHG is a 创新型 ETF managed by Charles Schwab. Its expense ratio is 0.04%. Fund description: 投资美国大盘成长股，侧重高增长公司。

Comparison context

For SCHG, review the expense ratio, historical returns, dividend yield, concentration, and risk metrics. This is educational research, not personalized investment advice.

Risk Warning

Historical results for SCHG can change as markets and fund holdings change. Volatility, maximum drawdown, and past returns do not predict future performance. Verify figures against the issuer's latest prospectus and fact sheet.

Research framework by Magic, an independent analyst with six years of stock and financial-market research experience. Author profile

Data note: Metrics come from third-party market data and ETFSift calculations and may be delayed or change. Verify figures against the fund issuer's latest prospectus and fact sheet.

View methodology and data sources