ETF Versus

SCHB vs SCHG

Schwab U.S. Broad Market ETF vs Schwab U.S. Large-Cap Growth ETF

Last updated: 2026-04-10

SCHB Schwab

Schwab U.S. Broad Market ETF (SCHB) is an exchange-traded fund issued by Schwab that provides exposure to the total U.S. stock market across all capitalizations. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.13%. Launched in 2009, the fund has a 17-year track record.

AUM: $38.5B ER: 0.03% Yield: 1.13% Since: Nov 3, 2009
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 0.41%. Launched in 2009, the fund has a 17-year track record.

AUM: $50.6B ER: 0.04% Yield: 0.41% Since: Dec 11, 2009

Quick Verdict

Both funds have nearly identical expense ratios (0.03% vs 0.04%), so fees are not a differentiator here. SCHB has edged ahead over the past year (30.1% vs 27.6%). Income investors may prefer SCHB for its higher yield (1.1% vs 0.4%).

Key Metrics

Metric SCHB SCHG
Expense Ratio 0.03% 0.04%
Dividend Yield 1.1% 0.4%
Fund Family Schwab Schwab
Category US Total Market US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 99 123 147 171 195 2021-04 2022-07 2023-10 2025-01 2026-04
SCHB +57.1%
SCHG +76.7%

Performance Comparison

Period SCHB SCHG Difference
1 Month +0.69% -0.96% +1.65%
3 Months -2.24% -7.31% +5.07%
6 Months +2.54% -4.79% +7.33%
YTD -0.27% -6.14% +5.87%
1 Year +30.09% +27.58% +2.51%
3 Years +64.72% +89.00% -24.28%
5 Years +57.06% +76.66% -19.60%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHB Fees SCHG Fees You Save
$10,000 10 years $60 $80 $20
$10,000 20 years $258 $344 $86
$10,000 30 years $835 $1,112 $277
$50,000 10 years $299 $399 $100
$50,000 30 years $4,176 $5,560 $1,385
$100,000 30 years $8,352 $11,121 $2,769

Risk Metrics

Based on 5 years of daily returns

Metric SCHB SCHG
Annualized Volatility 17.3% 22.3%
Max Drawdown -26.2% -35.0%
Sharpe Ratio 0.35 0.42

Dividend Comparison

Metric SCHB SCHG
Annual Dividend (per share) $0.30 $0.13
Dividend Yield 1.12% 0.41%
Distribution Frequency Quarterly Quarterly

Top Holdings

8 of top 9 holdings overlap (89% overlap in top holdings)

SCHB Top Holdings

NameWeight
NVIDIA CorporationNVDA6.76%
Apple Inc.AAPL5.81%
Microsoft CorporationMSFT4.32%
Amazon.com, Inc.AMZN3.26%
Broadcom Inc.AVGO2.47%
Alphabet Inc.GOOG2.22%
Meta Platforms, Inc.META1.96%
Tesla, Inc.TSLA1.52%
Berkshire Hathaway Inc.BRK.B1.37%

SCHG Top Holdings

NameWeight
NVIDIA CorporationNVDA11.69%
Apple Inc.AAPL10.04%
Microsoft CorporationMSFT7.34%
Amazon.com, Inc.AMZN5.71%
Broadcom Inc.AVGO4.39%
Alphabet Inc.GOOG3.89%
Meta Platforms, Inc.META3.65%
Tesla, Inc.TSLA3.36%
Eli Lilly and CompanyLLY2.87%

Which One Should You Choose?

Choose SCHB if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose SCHB if...

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

Related Comparisons