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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IGV vs SCHG: how they differ

Over the year SCHG returned more, +12.7% against −9.7%, and SCHG charges 0.04% against 0.38%.

iShares Expanded Tech-Software Sector ETF and Schwab U.S. Large-Cap Growth ETF.

What they hold in common

By the books each fund has filed, IGV and SCHG hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IGVOnly in SCHG
PALANTIR TECHNOLOGIES CLASS A 9.96%NVIDIA Corp 11.02%
MICROSOFT 9.69%Apple Inc 9.84%
PALO ALTO NETWORKS 9.36%Microsoft Corp 7.18%
CROWDSTRIKE HOLDINGS CLASS A 7.25%Amazon.com Inc 5.68%
SALESFORCE 6.78%Alphabet Inc 4.76%
ORACLE 5.94%Broadcom Inc 4.55%
SERVICENOW 4.65%Tesla Inc 3.92%
ADOBE INC 3.46%Alphabet Inc 3.78%

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 May 31, 2026 and Sep 10, 2026.

IGV and SCHG on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IGV
iShares Expanded Tech-Software Sector ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
Where it sitsThematic ETFCore index fund
IssueriSharesSchwab
What it isCloud and softwareU.S. Large-Cap Growth
Total return, 1 year−9.7%+12.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−27.2 pts−4.8 pts
Expense ratio0.38%0.04%
Already in the S&P 50082.2%95.4%
Holdings108193

IGV in plain words

By weight, 82% of IGV's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 92%. The top ten holdings are 63% of the fund across 108 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned −9.7% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 27.2 pts. It sits 13.8% below its all-time high of Sep 22, 2025.

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, IGV or SCHG?
In the year to Sep 12, 2026, with distributions reinvested, IGV returned −9.7% and SCHG returned +12.7%, so SCHG returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IGV or SCHG?
IGV charges 0.38% a year and SCHG charges 0.04%, so SCHG is cheaper. Fees come from each fund's prospectus.
How much do IGV and SCHG overlap with the S&P 500?
By their latest filed holdings, 82% of IGV and 95% of SCHG by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Are IGV and SCHG the same kind of fund?
No. IGV is a thematic ETF and SCHG is an index ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.

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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.

IGV against SCHG, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IGV against SCHG, data as of Sep 12, 2026. https://etfiq.com/compare/any/IGV-SCHG Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources