SCHG vs SCHD
Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHG has outperformed SCHD, delivering a return of +15.0% compared to +8.3%
SCHG vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHG
$56B
Winner
SCHD
$91B
Expense Ratio
Winner
SCHG
0.04%
SCHD
0.06%
Max Drawdown
SCHG
35.02%
Winner
SCHD
33.37%
Sharpe Ratio
SCHG
1.05
Winner
SCHD
1.95
5Y Beta
SCHG
1.21
Winner
SCHD
0.54
P/E Ratio
SCHG
36.46
Winner
SCHD
18.51
Forward P/E
SCHG
27.00
Winner
SCHD
14.94
PEG Ratio
SCHG
N/A
SCHD
0.96
5Y Dividends CAGR
SCHG
8.77%
Winner
SCHD
9.11%
5Y EPS CAGR
Winner
SCHG
33.77%
SCHD
7.28%
Debt to Equity
Winner
SCHG
32.54%
SCHD
55.15%
P/S Ratio
SCHG
5.58
Winner
SCHD
1.87
P/B Ratio
SCHG
9.38
Winner
SCHD
3.86
SCHG vs SCHD - Holdings Comparison
SCHG and SCHD have 2 common holdings. Overlap is 1.21%
SCHG's top 25 holdings weight is 75.32%. SCHD's top 25 holdings weight is 80.48%.
| Rank | SCHG | SCHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.39% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | APPLE INC (AAPL) - 9.88% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | MICROSOFT CORP (MSFT) - 6.74% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | AMAZON.COM INC (AMZN) - 5.65% | COCA-COLA CO (KO) - 4.01% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.94% | MERCK & CO INC (MRK) - 3.87% |
| #6 | BROADCOM INC (AVGO) - 4.37% | CHEVRON CORP (CVX) - 3.86% |
| #7 | TESLA INC (TSLA) - 3.96% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.93% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.40% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | ELI LILLY AND CO (LLY) - 2.99% | PEPSICO INC (PEP) - 3.46% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.91% | AMGEN INC (AMGN) - 3.44% |
| #12 | VISA INC CLASS A (V) - 1.95% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.58% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.42% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | NETFLIX INC (NFLX) - 1.31% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | UNITEDHEALTH GROUP INC (UNH) - 1.21% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | GE AEROSPACE (GE) - 1.17% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | n/a (PLTR) - 1.11% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | GE VERNOVA INC (GEV) - 1.02% | BLACKSTONE INC (BX) - 2.21% |
| #20 | KLA CORP (KLAC) - 0.94% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | LINDE PLC (LIN) - 0.86% | SLB LTD (SLB) - 2.17% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.74% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | THE WALT DISNEY CO (DIS) - 0.65% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.60% | FORD MOTOR CO (F) - 1.50% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.60% | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 197 | 103 |
SCHG vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
SCHG
+1.60%
Winner
SCHD
+1.92%
3M
Winner
SCHG
+9.11%
SCHD
+4.20%
6M
SCHG
+2.53%
Winner
SCHD
+18.73%
1Y
SCHG
+21.86%
Winner
SCHD
+27.89%
5Y(CAGR)
Winner
SCHG
+14.97%
SCHD
+8.32%
10Y(CAGR)
Winner
SCHG
+18.39%
SCHD
+12.70%
Max(CAGR)
Winner
SCHG
+16.43%
SCHD
+13.21%
SCHG vs SCHD - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHG | SCHD |
|---|---|---|
| 2026 | +3.97% | +17.46% |
| 2025 | +17.63% | +4.56% |
| 2024 | +37.01% | +10.86% |
| 2023 | +51.47% | +4.71% |
| 2022 | -32.41% | -3.21% |
| 2021 | +29.82% | +31.74% |
| 2020 | +37.31% | +14.78% |
| 2019 | +36.13% | +27.28% |
| 2018 | -2.42% | -5.85% |
| 2017 | +27.04% | +20.20% |
| 2016 | +8.61% | +17.78% |
| 2015 | +3.52% | -0.21% |
| 2014 | +16.71% | +12.79% |
| 2013 | +30.57% | +30.09% |
| 2012 | +15.02% | +10.39% |
| 2011 | -1.75% | +5.31% |
| 2010 | +14.92% | N/A |
| 2009 | +2.70% | N/A |
SCHG vs SCHD Drawdown Comparison
The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current SCHG drawdown is -4.39%. The current SCHD drawdown is -1.61%.
| Rank | SCHG | SCHD |
|---|---|---|
| #1 | -34.59% Nov 19, 2021 - Dec 18, 2023 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -32.39% Feb 19, 2020 - Jun 10, 2020 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -23.39% Dec 16, 2024 - Jun 30, 2025 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -21.59% Oct 1, 2018 - Apr 12, 2019 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -20.57% Jul 7, 2011 - Feb 3, 2012 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -17.08% Jul 20, 2015 - Aug 5, 2016 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -16.41% Oct 29, 2025 - May 6, 2026 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -16.25% Apr 23, 2010 - Nov 2, 2010 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -12.36% Jul 10, 2024 - Oct 11, 2024 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -10.95% Sep 2, 2020 - Nov 6, 2020 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -10.48% Apr 2, 2012 - Sep 6, 2012 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -10.15% Feb 12, 2021 - Apr 8, 2021 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -9.72% Jan 26, 2018 - Jun 6, 2018 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -8.54% Sep 14, 2012 - Jan 10, 2013 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -8.07% Jan 11, 2010 - Mar 9, 2010 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between SCHG and SCHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
SCHG vs SCHD dividend yield comparison.
| Year | SCHG | SCHD |
|---|---|---|
| 2026 | 0.11% | 0.80% |
| 2025 | 0.36% | 3.82% |
| 2024 | 0.40% | 3.64% |
| 2023 | 0.46% | 3.49% |
| 2022 | 0.55% | 3.39% |
| 2021 | 0.42% | 2.78% |
| 2020 | 0.52% | 3.16% |
| 2019 | 0.82% | 2.98% |
| 2018 | 1.27% | 3.06% |
| 2017 | 1.01% | 2.63% |
| 2016 | 1.04% | 2.89% |
| 2015 | 1.22% | 2.97% |
| 2014 | 1.09% | 2.63% |
| 2013 | 1.07% | 2.47% |
| 2012 | 1.37% | 2.86% |
| 2011 | 1.03% | 0.47% |
| 2010 | 0.71% | 0.00% |
| 2009 | 0.04% | 0.00% |
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