Schwab U.S. Large-Cap Growth ETF (SCHG)

How has SCHG done since 2010?#

From January 2010 to October 2026, SCHG returned about 16.1% a year. The S&P 500 returned about 14.0% a year over the same dates. Say you put in $10,000 at the start. It would have been worth about $122,590 at the end, with every dividend reinvested.

SCHG returns by month and year#

SCHG rose in 133 of its 202 months (66%). Its best month was April 2020, at 14.7%. Its worst was April 2022, at −13.3%.

How risky is SCHG compared with the S&P 500?#

Measured from October 2021 to October 2026, on the days both traded.

• Beta 1.25. When the S&P 500 moved 1% in a day, SCHG tended to move about 1.25%.
• Correlation 0.96. SCHG mostly moved with the S&P 500.
• Up and down months. In months the S&P 500 rose, SCHG rose 113% as much on average. In months it fell, SCHG fell 118% as much.

Is SCHG above its 200-day average?#

SCHG closed 5.9% above its 200-day average on October 16, 2026. A rule that holds SCHG only above that average would hold it today.

What was SCHG’s worst drop?#

A drawdown is how far a fund falls from its last high point. SCHG’s worst fall was −34.6%, from November 19, 2021 to January 5, 2023. It got back to that high on December 18, 2023. On October 16, 2026 it was 4.7% below its highest close.

What does SCHG hold?#

This fund owns shares of about 200 large US companies picked as growth stocks. Growth stocks can rise fast. They can also fall hard when the market drops.

It tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It had 195 holdings as of February 28, 2026, according to Schwab.

What is the SCHG expense ratio?#

SCHG charges 0.04% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.04% fee comes to about $4 a year. Of the 162 ETFs on Tactfolio, 80% charge more.

You never get a bill for it. The fund takes the fee out of its own value a little each day.

Which Tactfolio strategies hold SCHG?#

No classic strategy holds SCHG yet. You can add it to your own rules in the builder and see how they would have done.

How does SCHG compare with similar ETFs?#

Funds that can stand in for SCHG:

• VUG: Vanguard Morningstar Growth ETF, 0.03% a year
• SPYG: State Street SPDR Portfolio S&P 500 Growth ETF, 0.04% a year
• MGK: Vanguard Morningstar Mega Cap Growth ETF, 0.05% a year
• VONG: Vanguard Russell 1000 Growth ETF, 0.06% a year

See all 8 SCHG alternatives, compared on the same dates as SCHG.

Test SCHG in your own rules#

Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add SCHG, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.

The details#

Prices come from Tactfolio’s stored daily prices for SCHG and SPY. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns. Beta and correlation compare daily returns with the S&P 500 over the same dates.

Fund facts come from Schwab. We checked them on October 17, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.