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 AnalysisMock Data
SCHG each have distinct characteristics. SCHG led with a 1-year return of +33.8%, while SCHG returned +33.8%. SCHG has the lowest expense ratio at 0.04%. See detailed comparison below.
Investor Profile
Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in SCHG (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing
Risk Warning
Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance
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