SCHG vs SCHX

ASCHG

BSCHX

Measures won2–4SCHX wins · of 6 · 5Y

$10,000 · 5Y$16,814SCHG · SCHX $16,684

Lowest cost0.03%SCHX · $3 on $10k

Most income1.08%SCHX · $108 on $10k

Smallest drop−9.0%SCHX · worst fall in 1Y

Held in common55.3%SCHG and SCHX

SCHG

SCHX

Schwab U.S. Large-Cap Growth ETF · $59.7BSchwab U.S. Large-Cap ETF · $71.4B

+22.7%3 years · per year$18,452 · $18,059+21.8%

+11.0%5 years · per year$16,814 · $16,684+10.8%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $108 on $10k1.08%

−15.0%Worst dropSmaller wins−9.0%

17.8%VolatilityLower wins13.7%

2–4SCHX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHG · SCHX

12.6%AAPL7.5%

11.0%NVDA6.6%

10.0%MSFT5.9%

6.4%AMZN3.8%

Held in common55.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHG vs SCHX

SCHG

Schwab U.S. Large-Cap Growth

$16,814

SCHX

Schwab U.S. Large-Cap

$16,684

MeasureSCHGSCHX

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield0.42%1.08%

5 years, per year+11.0%+10.8%

3 years, per year+22.7%+21.8%

Worst drop · 1Y−15.0%−9.0%

Volatility · 1Y17.8%13.7%

4–2measures won
SCHX first

55.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHG, SCHX

Today

55.3%most shared, SCHG and SCHX

SCHGSCHX

SCHG—55.3%

SCHX55.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, SCHX

SCHX$108 − $3 = $105

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee