Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IGM vs SCHG: how they differ
IGM and SCHG hold 54% of their weight in the same names, and IGM returned more over the year.
iShares Expanded Tech Sector ETF and Schwab U.S. Large-Cap Growth ETF.
What they hold in common
By the books each fund has filed, IGM and SCHG hold 54% of their money in the same securities at the same weight.
| Holding | IGM | SCHG |
|---|---|---|
| NVIDIA Corp. | 7.97% | 11.02% |
| Apple, Inc. | 7.92% | 9.84% |
| Microsoft Corp. | 7.50% | 7.18% |
| Broadcom, Inc. | 7.61% | 4.55% |
| Alphabet, Inc. | 4.45% | 4.76% |
| Alphabet, Inc. | 3.55% | 3.78% |
| Meta Platforms, Inc. | 4.17% | 3.46% |
| Advanced Micro Devices, Inc. | 4.13% | 2.94% |
| Netflix, Inc. | 1.31% | 1.27% |
| Palantir Technologies, Inc. | 1.17% | 1.25% |
| KLA Corp. | 1.72% | 0.88% |
| Palo Alto Networks, Inc. | 1.21% | 0.80% |
| Only in IGM | Only in SCHG |
|---|---|
| Micron Technology, Inc. 5.47% | Amazon.com Inc 5.68% |
| Intel Corp. 2.88% | Tesla Inc 3.92% |
| Applied Materials, Inc. 2.50% | Eli Lilly & Co 3.06% |
| Lam Research Corp. 2.37% | Visa Inc 1.92% |
| Cisco Systems, Inc. 2.02% | Costco Wholesale Corp 1.48% |
| Sandisk Corp. 1.47% | Mastercard Inc 1.41% |
| Texas Instruments, Inc. 1.18% | UnitedHealth Group Inc 1.20% |
| International Business Machines Corp. 1.15% | General Electric Co 1.19% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.
| IGM iShares Expanded Tech Sector ETF | SCHG Schwab U.S. Large-Cap Growth ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | Expanded Tech Sector | U.S. Large-Cap Growth |
| Total return, 1 year | +32.7% | +12.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +15.2 pts | −4.8 pts |
| Expense ratio | 0.37% | 0.04% |
| Already in the S&P 500 | 92.0% | 95.4% |
| Holdings | 295 | 193 |
IGM in plain words
IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 55.7%. It sat 5.1% below its high of Jun 2, 2026 on Sep 11, 2026.
SCHG in plain words
SCHG is an index equity fund tracking the U.S. Large-Cap Growth. Over the year to Sep 11, 2026 it returned +12.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 193 positions, with the top ten at 57.2%.
Questions people ask
- Which returned more over the last year, IGM or SCHG?
- In the year to Sep 12, 2026, with distributions reinvested, IGM returned +32.7% and SCHG returned +12.7%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IGM or SCHG?
- IGM charges 0.37% a year and SCHG charges 0.04%, so SCHG is cheaper. Fees come from each fund's prospectus.
- How much do IGM and SCHG overlap with the S&P 500?
- By their latest filed holdings, 92% of IGM and 95% of SCHG by weight is stocks the S&P 500 already holds. Between the two funds, 54% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IGM against SCHG, data as of Sep 12, 2026. https://etfiq.com/compare/any/IGM-SCHG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources