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SCHG vs IAU

Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and iShares Gold Trust (IAU, ETF).

5-Year PerformanceIAU has outperformed SCHG, delivering a return of +17.5% compared to +13.4%

SCHG vs IAU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHG
$59B
Winner
IAU
$60B
Expense Ratio
Winner
SCHG
0.04%
IAU
0.25%
Max Drawdown
Winner
SCHG
35.02%
IAU
45.14%
Sharpe Ratio
Winner
SCHG
0.74
IAU
0.71
5Y Beta
SCHG
1.20
Winner
IAU
0.23
P/E Ratio
SCHG
36.28
IAU
N/A
Forward P/E
SCHG
26.44
IAU
N/A
5Y Dividends CAGR
SCHG
10.29%
IAU
N/A
5Y EPS CAGR
SCHG
32.69%
IAU
N/A
Debt to Equity
SCHG
33.05%
IAU
N/A
P/S Ratio
SCHG
5.29
IAU
N/A
P/B Ratio
SCHG
8.98
IAU
N/A

SCHG vs IAU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHG
+2.46%
IAU
-2.51%
3M
Winner
SCHG
+6.11%
IAU
-12.74%
6M
Winner
SCHG
+7.67%
IAU
-15.46%
1Y
SCHG
+15.40%
Winner
IAU
+19.86%
5Y(CAGR)
SCHG
+13.40%
Winner
IAU
+17.47%
10Y(CAGR)
Winner
SCHG
+18.35%
IAU
+11.56%
Max(CAGR)
Winner
SCHG
+16.41%
IAU
+10.77%

SCHG vs IAU - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSCHGIAU
2026+5.68%-5.81%
2025+17.63%+61.73%
2024+37.01%+27.14%
2023+51.47%+11.90%
2022-32.41%+0.96%
2021+29.82%-6.17%
2020+37.31%+24.09%
2019+36.13%+17.89%
2018-2.42%-3.00%
2017+27.04%+12.10%
2016+8.61%+6.74%
2015+3.52%-11.04%
2014+16.71%-3.70%
2013+30.57%-28.76%
2012+15.02%+4.09%
2011-1.75%+10.20%
2010+14.92%+26.49%
2009+2.70%+24.34%
2008N/A+2.09%
2007N/A+32.34%
2006N/A+18.87%
2005N/A+21.17%

SCHG vs IAU Drawdown Comparison

The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.

The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.

The current SCHG drawdown is -2.82%. The current IAU drawdown is -24.37%.

RankSCHGIAU
#1-34.59%
Nov 19, 2021 - Dec 18, 2023		-45.14%
Aug 22, 2011 - Jul 27, 2020
#2-32.39%
Feb 19, 2020 - Jun 10, 2020		-29.23%
Mar 17, 2008 - Sep 16, 2009
#3-23.39%
Dec 16, 2024 - Jun 30, 2025		-26.36%
Jan 29, 2026 - Jul 16, 2026
#4-21.59%
Oct 1, 2018 - Apr 12, 2019		-21.99%
May 11, 2006 - Sep 18, 2007
#5-20.57%
Jul 7, 2011 - Feb 3, 2012		-21.82%
Aug 6, 2020 - Mar 4, 2024
#6-17.08%
Jul 20, 2015 - Aug 5, 2016		-12.71%
Dec 2, 2009 - May 11, 2010
#7-16.41%
Oct 29, 2025 - May 6, 2026		-10.05%
Oct 20, 2025 - Dec 22, 2025
#8-16.25%
Apr 23, 2010 - Nov 2, 2010		-8.13%
Oct 30, 2024 - Jan 30, 2025
#9-12.36%
Jul 10, 2024 - Oct 11, 2024		-8.03%
Dec 6, 2010 - Mar 1, 2011
#10-10.95%
Sep 2, 2020 - Nov 6, 2020		-7.50%
Jun 18, 2010 - Sep 14, 2010
#11-10.48%
Apr 2, 2012 - Sep 6, 2012		-7.15%
Apr 21, 2025 - Jun 13, 2025
#12-10.15%
Feb 12, 2021 - Apr 8, 2021		-6.76%
Dec 12, 2005 - Jan 3, 2006
#13-9.72%
Jan 26, 2018 - Jun 6, 2018		-6.61%
Mar 11, 2005 - Aug 12, 2005
#14-8.54%
Sep 14, 2012 - Jan 10, 2013		-6.13%
Nov 7, 2007 - Dec 28, 2007
#15-8.07%
Jan 11, 2010 - Mar 9, 2010		-5.90%
Feb 2, 2006 - Mar 29, 2006

Correlation

Correlation between SCHG and IAU is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

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