Compare · 2 funds side by side · dividends reinvested

SCHX and SCHG

SCHXSchwab×SCHGSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,712SCHG · best of the two

02 / 04

SCHX and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B1.3

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+5.5%+3.2%+25.4%+12.1%−16.0%16.9%$61.1B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SCHX 2009 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap ETF · $72.9B$17,217

SCHX

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,712

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

SCHXMeasureSCHG

+11.3%Year to dateJan 1 → Nov 3+5.5%

+11.4%1 yearTotal return+3.2%

+24.0%3 years · per year$10,000 became $19,063 · $19,730+25.4%

+11.5%5 years · per year$10,000 became $17,217 · $17,712+12.1%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.05%Trailing 12-mo yield$105 · $41 a year on $10k0.41%

−9.0%Worst dropSmaller is better−16.0%

12.9%VolatilityLower is calmer16.9%

SCHXSCHG Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2SCHX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHX vs SCHG: Top 5 Holdings

Today

SCHX

25.7%in top 5

SCHG

in top 542.9%

SCHXStockSCHG

7.2%AAPL12.0%

7.1%NVDA11.9%

5.5%MSFT9.1%

3.5%AMZN5.8%

not top 5AVGO4.1%

2.4%GOOGLnot top 5

Held in common55.7%

End-of-day Nov 3, 2026 · share of each fund

SCHX vs SCHG Returns, Every Period

SchwabSCHX

+11.5%

5 years, per year

SCHGSchwab

+12.1%

5 years, per year

SCHXSCHGFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHX vs SCHG

YTD

SchwabSCHX

+11.3%

SCHGSchwab

+5.5%

+11.3%Year to date+5.5%

−9.0%Worst drop · 1Y−16.0%

12.9%Volatility · 1Y16.9%

1.1%Yield0.4%

$72.9BAssets$61.1B

4–0SCHX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHX, SCHG

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

SCHG0.04%$4

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHX, SCHG

1.05%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.05%$105

SCHG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHX, SCHG

Today

55.7%most shared, SCHX and SCHG

SCHXSCHG

SCHX—55.7%

SCHG55.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.4%SCHX, at 12.9% volatility

SCHXWorst drop−9.0%12.9% vol

SCHGWorst drop−16.0%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHXSCHG

+11.3%Year to date+5.5%

1.1%Yield0.4%

+11.4%Past year+3.2%

0.03%Fee0.04%

4–0SCHX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026