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

In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and SCHG returned +12.1%, so SCHG returned more.

Which is cheaper, IBIT or SCHG?

IBIT charges 0.25% a year and SCHG charges 0.04%, so SCHG is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

IBIT vs SCHG: how they differ

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

iShares Bitcoin Trust ETF and Schwab U.S. Large-Cap Growth ETF.

What they hold in common

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

Positions IBIT and SCHG both hold, largest shared weight first
Holding	IBIT	SCHG
USD CASH	0.00%	0.01%

Only in each
Only in IBIT	Only in SCHG
BITCOIN 100.00%	NVIDIA 10.82%
	APPLE 9.92%
	MICROSOFT 7.37%
	AMAZON COM INC 4.99%
	ALPHABET CLASS A 4.12%
	BROADCOM INC 3.40%
	ALPHABET CLASS C 3.27%
	ELI LILLY 2.94%

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 Sep 18, 2026.

IBIT and SCHG on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	IBIT iShares Bitcoin Trust ETF	SCHG Schwab U.S. Large-Cap Growth ETF
Where it sits	Core fund	Core fund
Issuer	iShares	Schwab
What it is	Holds bitcoin	Tracks an index of U.S. Large-Cap Growth
Total return, 1 year	−31.1%	+12.1%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	−47.6 pts	−4.4 pts
Expense ratio	0.25%	0.04%
Holdings	2	197
Net assets	$63.7bn	$61.1bn

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

SCHG in plain words

SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Sep 18, 2026 it returned +12.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Sep 18, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 197 positions, with the top ten at 52.6%.

Questions people ask

Which returned more over the last year, IBIT or SCHG?: In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and SCHG returned +12.1%, so SCHG returned more.
Which is cheaper, IBIT or SCHG?: IBIT charges 0.25% a year and SCHG charges 0.04%, 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.

IBIT against SCHG, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IBIT against SCHG, data as of Sep 21, 2026. https://etfiq.com/compare/any/ibit-vs-schg Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources