SCHG

Schwab US Large-Cap Growth ETF

Ultra-low cost US large-cap growth ETF. Schwab alternative to VUG and IWF. Same growth factor exposure at one of the lowest TERs available.

Backtest X-Ray Correlation Risk Map

EquityTER 0.04%Dist.

TER

0.04%

AUM

$32B

CAGR

16.5%

Volatility

16.7%

Sharpe

0.81

Max Drawdown

-31.8%

Data Range

2010-01 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD-2.1%

Worst DD-31.8%

Worst date2022-12

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return16.6%

Best34.5%

Worst6.8%

% positive100%

160 periods

Key Facts

ISIN

US8085247660

Issuer

Schwab

Benchmark

Dow Jones U.S. Large-Cap Growth Total Stock Market Index

Total Expense Ratio (TER)

0.04%

Assets Under Management

$32B approx.

Inception Date

2009-12-11

Domicile

United States

Legal Structure

Open-Ended Fund

Dividend Policy

Distributing (pays dividends)

Replication Method

Physical (Full Replication)

UCITS Status

✗ Not UCITS

Fund Currency

USD

Primary Exchange

NYSE Arca

Number of Holdings

~250

Top 10 Holdings

Top 10 represent 56.2% of the fund.

AAPLApple Inc.

12.50%

Technology

MSFTMicrosoft Corp.

11.30%

Technology

NVDANVIDIA Corp.

10.30%

Technology

AMZNAmazon.com

6.00%

Consumer Discretionary

METAMeta Platforms

4.00%

Communication Services

AVGOBroadcom Inc.

2.80%

Technology

GOOGLAlphabet (A)

2.50%

Communication Services

TSLATesla Inc.

2.50%

Consumer Discretionary

GOOGAlphabet (C)

2.20%

Communication Services

LLYEli Lilly

2.10%

Healthcare

Sector Breakdown

Technology

57%

Consumer Discretionary

14%

Communication Services

11%

Healthcare

Industrials

Consumer Staples

Source: Official issuer data · Last updated: 2026-05-12

Backtest this ETF Official Fund Page

Who Is This ETF For?

✓Core US equity allocation for long-term investors.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

Similar ETFs

VTI0.03% TER

Vanguard Total Stock Market ETF

Total US Market · Vanguard

VOO0.03% TER

Vanguard S&P 500 ETF

US Large Cap · Vanguard

QQQ0.20% TER

Invesco QQQ Trust

US Large Cap Tech-Heavy · Invesco

IWM0.19% TER

iShares Russell 2000 ETF

US Small Cap · BlackRock

Continue Your Analysis

Backtest SCHG

Compare SCHG

X-Ray SCHG

Correlation Matrix

Risk vs Return

Check Overlap

Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), Schwab (metadata)Last verified: 2026-04-17

Related Guides from FinClaro Chile

How to Invest in S&P 500 from Chile

Compare Chilean, US, and UCITS ETF routes with tax analysis

finclaro.cl

What Is an ETF? Complete Guide

Learn the basics of ETFs, how they work, and why they matter

finclaro.cl

ETF Chile vs International Broker

Compare buying ETFs locally vs through international brokers

finclaro.cl

Related ETFs

Similar ETFs

SPY

SPDR S&P 500 ETF Trust

TER 0.09%$570B AUM

View Compare

VOO

Vanguard S&P 500 ETF

TER 0.03%$560B AUM

View Compare

IVV

iShares Core S&P 500 ETF

TER 0.03%$560B AUM

View Compare

VTI

Vanguard Total Stock Market ETF

TER 0.03%$435B AUM

View Compare

Alternative Approaches

QQQ

Invesco QQQ Trust

TER 0.20%$310B AUM

View Compare

VUG

Vanguard Growth ETF

TER 0.04%$130B AUM

View Compare

VTV

Vanguard Value ETF

TER 0.04%$130B AUM

View Compare

IEFA

iShares Core MSCI EAFE ETF

TER 0.07%$125B AUM

View Compare

💬 Frequently Asked Questions

Ultra-low cost US large-cap growth ETF. Schwab alternative to VUG and IWF. Same growth factor exposure at one of the lowest TERs available.

SCHG has a total expense ratio (TER) of 0.04%, which means you pay $4 per year for every $10,000 invested.

Yes, SCHG is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.

SCHG is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).

SCHG uses full physical replication, meaning it holds all (or nearly all) securities in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index index directly.