Data as of Oct 28, 2026.
IGM vs SCHG: Differences, Returns & Fees
Over the year to Oct 28, 2026, IGM returned +21.7% to SCHG's +6.8%; 55% of their weight is in the same names.
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Net assets: $11.0bn on Oct 27, 2026 for iShares Expanded Tech Sector ETF, and $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF.
Pair scorecard
SCHG costs 0.33 points a year less; their one-year returns differ by 14.9 points.
| Measure | IGM | SCHG |
|---|---|---|
| Return | ||
| Total return, 1 year | +21.7% | +6.8% |
| Drawdown | ||
| Below its high | 6.2%, high on Oct 6, 2026 | 3.5%, high on Oct 6, 2026 |
| Benchmark | ||
| What it tracks | S&P North American Expanded Technology Sector Index | Dow Jones U.S. Large-Cap Growth Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.04% |
| Net assets, IGM as of Oct 27, 2026 and SCHG as of Aug 31, 2026 | $11.0bn | $63.0bn |
| Holdings | ||
| Holdings in common | 55% | |
| Top ten holdings, share of the fund | 56.8% | 51.0% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
Dec 18, 2009 to Oct 23, 2026 · 879 weekly returnsIGM returned more: +1,862.6% to +1,156.7%. SCHG swung less: 18.5% to 20.8%. SCHG fell less at its worst: −34.2% to −40.1%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IGM | SCHG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,862.6% | +1,156.7% | IGM | Price change plus distributions, reinvested. |
| Annualized | +19.3% | +16.2% | IGM | Total return as a yearly rate. |
| Price return | +1,683.2% | +988.8% | IGM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.8% | 18.5% | SCHG | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.8% | 12.5% | SCHG (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −40.1% | −34.2% | SCHG | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.88 | 0.82 | IGM (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.32 | 1.22 | IGM (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.48 | 0.47 | Tie | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 879 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IGM and SCHG hold 55% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
55% in common
Only in one fund ↓
Side by side
IGM and SCHG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IGM and SCHG do different jobs. What does each one do in a portfolio?
- What each follows. IGM follows S&P North American Expanded Technology Sector Index and SCHG follows Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
- One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and SCHG +6.8% with distributions reinvested, a gap of 14.9 points.
- Cost. IGM charges 0.37% of assets a year and SCHG 0.04%, a gap of 0.33 points.
Data as of Oct 28, 2026.
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IGM
IGM tracks an index of Expanded Tech Sector. Over the year to Oct 28, 2026 it returned +21.7% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 56.8%. It sat 6.2% below its high of Oct 6, 2026 on Oct 28, 2026.
SCHG
SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 28, 2026 it returned +6.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 192 positions, with the top ten at 51.0%. It sat 3.5% below its high of Oct 6, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IGM or SCHG?
- In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SCHG +6.8%.
- Which is cheaper, IGM or SCHG?
- SCHG is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IGM against SCHG, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-schg
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