SCHG vs IXUS

Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS, ETF).

5-Year PerformanceSCHG has outperformed IXUS, delivering a return of +16.4% compared to +9.1%

SCHG vs IXUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHG(ETF)	IXUS(ETF)
Net Assets	$56B	$56B
Expense Ratio	0.04%	0.07%
Max Drawdown	35.02%	39.92%
Sharpe Ratio	1.57	1.77
5Y Beta	1.21	0.75
P/E Ratio	36.46	N/A
Forward P/E	26.96	N/A
5Y Dividends CAGR	8.76%	12.07%
5Y EPS CAGR	32.70%	N/A
Debt to Equity	26.30%	N/A
P/S Ratio	5.40	N/A
P/B Ratio	9.02	N/A

Net Assets

SCHG

$56B

Winner

IXUS

$56B

Expense Ratio

Winner

SCHG

0.04%

IXUS

0.07%

Max Drawdown

Winner

SCHG

35.02%

IXUS

39.92%

Sharpe Ratio

SCHG

1.57

Winner

IXUS

1.77

5Y Beta

SCHG

1.21

Winner

IXUS

0.75

P/E Ratio

SCHG

36.46

IXUS

N/A

Forward P/E

SCHG

26.96

IXUS

N/A

5Y Dividends CAGR

SCHG

8.76%

Winner

IXUS

12.07%

5Y EPS CAGR

SCHG

32.70%

IXUS

N/A

Debt to Equity

SCHG

26.30%

IXUS

N/A

P/S Ratio

SCHG

5.40

IXUS

N/A

P/B Ratio

SCHG

9.02

IXUS

N/A

SCHG vs IXUS - Holdings Comparison

SCHG and IXUS have 0 common holdings. Overlap is 0.00%

SCHG's top 25 holdings weight is 74.56%. IXUS's top 25 holdings weight is 5.13%.

Rank	SCHG	IXUS
#1	NVIDIA CORP (NVDA) - 10.82%	ROYAL BANK OF CANADA (RY) - 0.54%
#2	APPLE INC (AAPL) - 9.45%	n/a (SHOP) - 0.45%
#3	MICROSOFT CORP (MSFT) - 6.92%	THE TORONTO-DOMINION BANK (TD) - 0.32%
#4	AMAZON.COM INC (AMZN) - 6.05%	ENBRIDGE INC (ENB) - 0.30%
#5	ALPHABET INC CLASS A (GOOGL) - 5.12%	SPOTIFY TECHNOLOGY SA (SPOT) - 0.27%
#6	BROADCOM INC (AVGO) - 4.58%	n/a (BN) - 0.26%
#7	ALPHABET INC CLASS C (GOOG) - 4.07%	PDD HOLDINGS INC ADR (PDD) - 0.24%
#8	TESLA INC (TSLA) - 3.69%	CANADIAN PACIFIC KANSAS CITY LTD (CP) - 0.23%
#9	META PLATFORMS INC CLASS A (META) - 3.49%	BANK OF MONTREAL (BMO) - 0.23%
#10	ELI LILLY AND CO (LLY) - 2.88%	CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.21%
#11	ADVANCED MICRO DEVICES INC (AMD) - 2.13%	BANK OF NOVA SCOTIA (BNS) - 0.20%
#12	VISA INC CLASS A (V) - 1.99%	CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.18%
#13	COSTCO WHOLESALE CORP (COST) - 1.66%	FERRARI NV (RACE) - 0.18%
#14	MASTERCARD INC CLASS A (MA) - 1.49%	MANULIFE FINANCIAL CORP (MFC) - 0.17%
#15	NETFLIX INC (NFLX) - 1.37%	AGNICO EAGLE MINES LTD (AEM) - 0.16%
#16	UNITEDHEALTH GROUP INC (UNH) - 1.21%	TC ENERGY CORP (TRP) - 0.15%
#17	n/a (PLTR) - 1.14%	SEA LTD ADR (SE) - 0.15%
#18	GE AEROSPACE (GE) - 1.11%	ALCON INC (ALC) - 0.15%
#19	GE VERNOVA INC (GEV) - 1.09%	SUNCOR ENERGY INC (SU) - 0.15%
#20	LINDE PLC (LIN) - 0.86%	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.13%
#21	KLA CORP (KLAC) - 0.84%	SUN LIFE FINANCIAL INC (SLF) - 0.11%
#22	THE WALT DISNEY CO (DIS) - 0.66%	THOMSON REUTERS CORP (TRI) - 0.09%
#23	ARISTA NETWORKS INC (ANET) - 0.65%	WHEATON PRECIOUS METALS CORP (WPM) - 0.09%
#24	THERMO FISHER SCIENTIFIC INC (TMO) - 0.65%	WOODSIDE ENERGY GROUP LTD (WDS) - 0.09%
#25	SALESFORCE INC (CRM) - 0.64%	NUTRIEN LTD (NTR) - 0.08%
Total Holdings	196	42

SCHG vs IXUS - Historical Returns

Returns include dividend reinvestment.

Period	SCHG	IXUS
1 month	+10.08%	+2.83%
3 months	+11.81%	+2.58%
6 months	+3.47%	+13.06%
1 year	+26.56%	+32.38%
5 years(CAGR)	+16.40%	+9.14%
10 years(CAGR)	+18.88%	+9.78%
Max(CAGR)	+16.57%	+7.94%

Winner

SCHG

+10.08%

IXUS

+2.83%

Winner

SCHG

+11.81%

IXUS

+2.58%

SCHG

+3.47%

Winner

IXUS

+13.06%

SCHG

+26.56%

Winner

IXUS

+32.38%

5Y(CAGR)

Winner

SCHG

+16.40%

IXUS

+9.14%

10Y(CAGR)

Winner

SCHG

+18.88%

IXUS

+9.78%

Max(CAGR)

Winner

SCHG

+16.57%

IXUS

+7.94%

SCHG vs IXUS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHG	IXUS
2026	+4.96%	+10.22%
2025	+17.63%	+32.76%
2024	+37.01%	+6.49%
2023	+51.47%	+15.03%
2022	-32.41%	-16.88%
2021	+29.82%	+8.25%
2020	+37.31%	+9.56%
2019	+36.13%	+22.04%
2018	-2.42%	-15.35%
2017	+27.04%	+27.38%
2016	+8.61%	+6.75%
2015	+3.52%	-4.19%
2014	+16.71%	-3.17%
2013	+30.57%	+12.75%
2012	+15.02%	+7.61%
2011	-1.75%	N/A
2010	+14.92%	N/A
2009	+2.70%	N/A

SCHG vs IXUS Drawdown Comparison

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

The maximum drawdown for IXUS was -36.23%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.

The current SCHG drawdown is -0.18%. The current IXUS drawdown is -1.66%.

Rank	SCHG	IXUS
#1	-34.59% Nov 19, 2021 - Dec 18, 2023	-36.23% Jan 26, 2018 - Nov 16, 2020
#2	-32.39% Feb 19, 2020 - Jun 10, 2020	-30.00% Jun 14, 2021 - May 15, 2024
#3	-23.39% Dec 16, 2024 - Jun 30, 2025	-25.06% Jul 3, 2014 - May 5, 2017
#4	-21.59% Oct 1, 2018 - Apr 12, 2019	-13.75% Mar 19, 2025 - May 2, 2025
#5	-20.57% Jul 7, 2011 - Feb 3, 2012	-11.36% Feb 25, 2026 - May 6, 2026
#6	-17.08% Jul 20, 2015 - Aug 5, 2016	-11.23% May 8, 2013 - Sep 11, 2013
#7	-16.41% Oct 29, 2025 - May 6, 2026	-9.75% Sep 26, 2024 - Mar 17, 2025
#8	-16.25% Apr 23, 2010 - Nov 2, 2010	-7.81% Jul 12, 2024 - Aug 23, 2024
#9	-12.36% Jul 10, 2024 - Oct 11, 2024	-7.09% Dec 31, 2013 - Mar 6, 2014
#10	-10.95% Sep 2, 2020 - Nov 6, 2020	-4.95% Feb 16, 2021 - Apr 15, 2021
#11	-10.48% Apr 2, 2012 - Sep 6, 2012	-4.89% Nov 12, 2025 - Dec 10, 2025
#12	-10.15% Feb 12, 2021 - Apr 8, 2021	-4.69% Jan 21, 2021 - Feb 8, 2021
#13	-9.72% Jan 26, 2018 - Jun 6, 2018	-4.34% Oct 22, 2013 - Dec 31, 2013
#14	-8.54% Sep 14, 2012 - Jan 10, 2013	-4.06% Jul 23, 2025 - Aug 13, 2025
#15	-8.07% Jan 11, 2010 - Mar 9, 2010	-4.05% Mar 6, 2014 - Apr 1, 2014

Correlation

Correlation between SCHG and IXUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2009 - 2026)

SCHG vs IXUS dividend yield comparison.

Year	SCHG	IXUS
2026	0.11%	0.00%
2025	0.36%	3.24%
2024	0.40%	3.33%
2023	0.46%	3.13%
2022	0.55%	2.48%
2021	0.42%	3.12%
2020	0.52%	1.85%
2019	0.82%	3.09%
2018	1.27%	3.00%
2017	1.01%	2.41%
2016	1.04%	2.58%
2015	1.22%	2.81%
2014	1.09%	2.95%
2013	1.07%	2.08%
2012	1.37%	0.33%
2011	1.03%	0.00%
2010	0.71%	0.00%
2009	0.04%	0.00%