Which returned more over the last year, SCHG or USFR?

In the year to Sep 12, 2026, with distributions reinvested, SCHG returned +12.7% and USFR returned +4.1%, so SCHG returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SCHG or USFR?

SCHG charges 0.04% a year and USFR charges 0.15%, so SCHG is cheaper. Fees come from each fund's prospectus.

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

ETFIQetfiq.com · independent ETF data

SCHG vs USFR: how they differ

SCHG and USFR hold 0% of their weight in the same names, and SCHG returned more over the year.

Schwab U.S. Large-Cap Growth ETF and WisdomTree Floating Rate Treasury Fund.

What they hold in common

By the books each fund has filed, SCHG and USFR 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 SCHG	Only in USFR
NVIDIA Corp 11.02%	UNITED STATES OF AMERICA - BUREAU OF THE 28.04%
Apple Inc 9.84%	UNITED STATES OF AMERICA - BUREAU OF THE 28.01%
Microsoft Corp 7.18%	UNITED STATES OF AMERICA - BUREAU OF THE 28.00%
Amazon.com Inc 5.68%	UNITED STATES OF AMERICA - BUREAU OF THE 15.95%
Alphabet Inc 4.76%
Broadcom Inc 4.55%
Tesla Inc 3.92%
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.

SCHG and USFR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	SCHG Schwab U.S. Large-Cap Growth ETF	USFR WisdomTree Floating Rate Treasury Fund
Where it sits	Core index fund	Core index fund
Issuer	Schwab	WisdomTree
What it is	U.S. Large-Cap Growth	Floating Rate Treasury
Total return, 1 year	+12.7%	+4.1%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−4.8 pts	−13.4 pts
Expense ratio	0.04%	0.15%
Holdings	193	4

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%.

USFR in plain words

USFR is a bond fund tracking the Floating Rate Treasury. Over the year to Sep 11, 2026 it returned +4.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, SCHG or USFR?: In the year to Sep 12, 2026, with distributions reinvested, SCHG returned +12.7% and USFR returned +4.1%, so SCHG returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SCHG or USFR?: SCHG charges 0.04% a year and USFR charges 0.15%, so SCHG is cheaper. Fees come from each fund's prospectus.

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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.

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

A comparison is not a recommendation. Standards and sources