ETF Versus

SCHG vs SCHV

Schwab U.S. Large-Cap Growth ETF vs Schwab U.S. Large-Cap Value ETF

Last updated: 2026-04-02

SCHG Schwab

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund issued by Schwab that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. It charges a very low expense ratio of 0.04%. The fund offers a modest dividend yield of 0.43%. Launched in 2009, the fund has a 17-year track record.

AUM: $46.7B ER: 0.04% Yield: 0.43% Since: Dec 11, 2009
SCHV Schwab

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund issued by Schwab that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.96%. Launched in 2009, the fund has a 17-year track record.

AUM: $14.6B ER: 0.04% Yield: 1.96% Since: Dec 11, 2009

Quick Verdict

SCHG has edged ahead over the past year (16.5% vs 15.2%). Income investors may prefer SCHV for its higher yield (2.0% vs 0.4%).

Key Metrics

Metric SCHG SCHV
Expense Ratio 0.04% 0.04%
Dividend Yield 0.4% 2.0%
Fund Family Schwab Schwab
Category US Large Cap Growth US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

80 104 128 152 176 200 2021-04 2022-06 2023-09 2024-12 2026-04
SCHG +75.0%
SCHV +38.4%

Performance Comparison

Period SCHG SCHV Difference
1 Month -4.57% -4.76% +0.19%
3 Months -9.51% +2.41% -11.92%
6 Months -8.35% +4.65% -13.00%
YTD -9.51% +2.41% -11.92%
1 Year +16.52% +15.24% +1.28%
3 Years +80.24% +39.35% +40.89%
5 Years +74.98% +38.43% +36.55%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHG Fees SCHV Fees You Save
$10.000 10 years $80 $80 $0
$10.000 20 years $344 $344 $0
$10.000 30 years $1.112 $1.112 $0
$50.000 10 years $399 $399 $0
$50.000 30 years $5.560 $5.560 $0
$100.000 30 years $11.121 $11.121 $0

Risk Metrics

Based on 5 years of daily returns

Metric SCHG SCHV
Annualized Volatility 22.3% 14.6%
Max Drawdown -35.0% -21.1%
Sharpe Ratio 0.41 0.21

Dividend Comparison

Metric SCHG SCHV
Annual Dividend (per share) $0.13 $0.60
Dividend Yield 0.43% 1.96%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 9 holdings overlap (0% overlap in top holdings)

SCHG Top Holdings

NameWeight
NVIDIA CorporationNVDA11.56%
Apple Inc.AAPL10.37%
Microsoft CorporationMSFT7.52%
Amazon.com, Inc.AMZN5.53%
Broadcom Inc.AVGO4.05%
Tesla, Inc.TSLA3.81%
Alphabet Inc.GOOG3.63%
Meta Platforms, Inc.META3.37%
Eli Lilly and CompanyLLY2.85%

SCHV Top Holdings

NameWeight
Berkshire Hathaway Inc.BRK.B3.09%
JPMorgan Chase & Co.JPM2.74%
Exxon Mobil CorporationXOM2.57%
Johnson & JohnsonJNJ2.08%
Walmart Inc.WMT1.94%
Micron Technology, Inc.MU1.44%
Chevron CorporationCVX1.42%
AbbVie Inc.ABBV1.33%
The Procter & Gamble CompanyPG1.19%
Caterpillar Inc.CAT1.16%

Which One Should You Choose?

Choose SCHV if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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