SCHG vs SPY
Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSCHG has outperformed SPY, delivering a return of +15.2% compared to +13.3%
SCHG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHG
$48B
Winner
SPY
$652B
Expense Ratio
Winner
SCHG
0.04%
SPY
0.09%
Max Drawdown
Winner
SCHG
35.02%
SPY
56.47%
Sharpe Ratio
SCHG
1.63
Winner
SPY
2.07
5Y Beta
SCHG
1.21
Winner
SPY
1.00
P/E Ratio
SCHG
35.75
Winner
SPY
28.24
Forward P/E
SCHG
26.88
Winner
SPY
21.85
5Y Dividends CAGR
Winner
SCHG
8.77%
SPY
5.43%
5Y EPS CAGR
Winner
SCHG
34.30%
SPY
25.79%
Debt to Equity
SCHG
26.20%
Winner
SPY
22.35%
P/S Ratio
SCHG
5.66
Winner
SPY
3.55
P/B Ratio
SCHG
9.41
Winner
SPY
5.29
SCHG vs SPY - Holdings Comparison
SCHG and SPY have 122 common holdings. Overlap is 55.32%
SCHG's top 25 holdings weight is 76.15%. SPY's top 25 holdings weight is 51.32%.
| Rank | SCHG | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.67% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLE INC (AAPL) - 9.72% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 7.79% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMAZON.COM INC (AMZN) - 6.20% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.98% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BROADCOM INC (AVGO) - 4.64% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.97% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.70% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | TESLA INC (TSLA) - 3.41% | TESLA INC (TSLA) - 1.73% |
| #10 | ELI LILLY AND CO (LLY) - 2.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.86% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | VISA INC CLASS A (V) - 1.83% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.56% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.46% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | NETFLIX INC (NFLX) - 1.37% | WALMART INC (WMT) - 0.91% |
| #16 | UNITEDHEALTH GROUP INC (UNH) - 1.17% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | n/a (PLTR) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | GE AEROSPACE (GE) - 1.07% | VISA INC CLASS A (V) - 0.85% |
| #19 | GE VERNOVA INC (GEV) - 1.04% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | LINDE PLC (LIN) - 0.84% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | KLA CORP (KLAC) - 0.84% | INTEL CORP (INTC) - 0.65% |
| #22 | THE WALT DISNEY CO (DIS) - 0.63% | NETFLIX INC (NFLX) - 0.64% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.62% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | SALESFORCE INC (CRM) - 0.60% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.60% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 196 | 505 |
SCHG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHG
+12.42%
SPY
+9.11%
3M
Winner
SCHG
+8.73%
SPY
+6.59%
6M
SCHG
+5.67%
Winner
SPY
+10.56%
1Y
SCHG
+31.77%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
SCHG
+15.23%
SPY
+13.35%
10Y(CAGR)
Winner
SCHG
+18.87%
SPY
+15.49%
Max(CAGR)
Winner
SCHG
+16.59%
SPY
+8.50%
SCHG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHG | SPY |
|---|---|---|
| 2026 | +5.11% | +8.27% |
| 2025 | +17.63% | +18.00% |
| 2024 | +37.01% | +25.59% |
| 2023 | +51.47% | +26.72% |
| 2022 | -32.41% | -18.64% |
| 2021 | +29.82% | +30.52% |
| 2020 | +37.31% | +17.28% |
| 2019 | +36.13% | +31.09% |
| 2018 | -2.42% | -5.24% |
| 2017 | +27.04% | +20.78% |
| 2016 | +8.61% | +13.59% |
| 2015 | +3.52% | +1.31% |
| 2014 | +16.71% | +14.56% |
| 2013 | +30.57% | +29.00% |
| 2012 | +15.02% | +14.17% |
| 2011 | -1.75% | +0.85% |
| 2010 | +14.92% | +13.14% |
| 2009 | +2.70% | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SCHG vs SPY Drawdown Comparison
The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SCHG | SPY |
|---|---|---|
| #1 | -34.59% Nov 19, 2021 - Dec 18, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.39% Feb 19, 2020 - Jun 10, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.39% Dec 16, 2024 - Jun 30, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -21.59% Oct 1, 2018 - Apr 12, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.57% Jul 7, 2011 - Feb 3, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.08% Jul 20, 2015 - Aug 5, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.41% Oct 29, 2025 - May 6, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.25% Apr 23, 2010 - Nov 2, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.36% Jul 10, 2024 - Oct 11, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.95% Sep 2, 2020 - Nov 6, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.48% Apr 2, 2012 - Sep 6, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.15% Feb 12, 2021 - Apr 8, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.72% Jan 26, 2018 - Jun 6, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.54% Sep 14, 2012 - Jan 10, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.07% Jan 11, 2010 - Mar 9, 2010 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHG and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SCHG vs SPY dividend yield comparison.
| Year | SCHG | SPY |
|---|---|---|
| 2026 | 0.11% | 0.24% |
| 2025 | 0.36% | 1.07% |
| 2024 | 0.40% | 1.21% |
| 2023 | 0.46% | 1.40% |
| 2022 | 0.55% | 1.65% |
| 2021 | 0.42% | 1.20% |
| 2020 | 0.52% | 1.52% |
| 2019 | 0.82% | 1.75% |
| 2018 | 1.27% | 2.04% |
| 2017 | 1.01% | 1.80% |
| 2016 | 1.04% | 2.03% |
| 2015 | 1.22% | 2.06% |
| 2014 | 1.09% | 1.87% |
| 2013 | 1.07% | 1.81% |
| 2012 | 1.37% | 2.18% |
| 2011 | 1.03% | 2.05% |
| 2010 | 0.71% | 1.80% |
| 2009 | 0.04% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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