ETF Versus

SCHG vs SCHV

Schwab U.S. Large-Cap Growth ETF vs Schwab U.S. Large-Cap Value ETF

Last updated: 2026-04-10

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
SCHV Schwab

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund issued by Schwab that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.90%. Launched in 2009, the fund has a 17-year track record.

AUM: $15.3B ER: 0.04% Yield: 1.90% Since: Dec 11, 2009

Quick Verdict

SCHV has edged ahead over the past year (28.9% vs 27.6%). Income investors may prefer SCHV for its higher yield (1.9% vs 0.4%).

Key Metrics

Metric SCHG SCHV
Expense Ratio 0.04% 0.04%
Dividend Yield 0.4% 1.9%
Fund Family Schwab Schwab
Category US Large Cap Growth US Large Cap Value

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
SCHG +76.7%
SCHV +42.1%

Performance Comparison

Period SCHG SCHV Difference
1 Month -0.96% +1.60% -2.56%
3 Months -7.31% +2.83% -10.14%
6 Months -4.79% +9.62% -14.41%
YTD -6.14% +5.48% -11.62%
1 Year +27.58% +28.88% -1.30%
3 Years +89.00% +43.16% +45.84%
5 Years +76.66% +42.06% +34.60%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHG Fees SCHV Fees You Save
$10,000 10 years $80 $80 $0
$10,000 20 years $344 $344 $0
$10,000 30 years $1,112 $1,112 $0
$50,000 10 years $399 $399 $0
$50,000 30 years $5,560 $5,560 $0
$100,000 30 years $11,121 $11,121 $0

Risk Metrics

Based on 5 years of daily returns

Metric SCHG SCHV
Annualized Volatility 22.3% 14.6%
Max Drawdown -35.0% -21.1%
Sharpe Ratio 0.42 0.25

Dividend Comparison

Metric SCHG SCHV
Annual Dividend (per share) $0.13 $0.60
Dividend Yield 0.41% 1.90%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 9 holdings overlap (0% overlap in top holdings)

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%

SCHV Top Holdings

NameWeight
Berkshire Hathaway Inc.BRK.B3.09%
JPMorgan Chase & Co.JPM2.83%
Exxon Mobil CorporationXOM2.42%
Johnson & JohnsonJNJ2.03%
Walmart Inc.WMT1.89%
Micron Technology, Inc.MU1.50%
Chevron CorporationCVX1.33%
AbbVie Inc.ABBV1.29%
Caterpillar Inc.CAT1.19%
Bank of America CorporationBAC1.18%

Which One Should You Choose?

Choose SCHV if...

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

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