Data as of Oct 28, 2026.
IGV vs SCHG: Differences, Returns & Fees
Over the year to Oct 28, 2026, IGV returned −4.1% to SCHG's +6.8%, and SCHG charges 0.04% to IGV's 0.38%.
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Net assets: $14.4bn on Oct 27, 2026 for iShares Expanded Tech-Software Sector ETF, and $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF.
Pair scorecard
SCHG costs 0.34 points a year less; their one-year returns differ by 10.9 points.
| Measure | IGV | SCHG |
|---|---|---|
| Return | ||
| Total return, 1 year | −4.1% | +6.8% |
| Drawdown | ||
| Below its high | 3.5%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | Cloud and software | Dow Jones U.S. Large-Cap Growth Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.38% | 0.04% |
| Net assets, IGV as of Oct 27, 2026 and SCHG as of Aug 31, 2026 | $14.4bn | $63.0bn |
| Active share vs the S&P 500 | 92% | |
| Holdings | ||
| Holdings in common | 17% | |
| Top ten holdings, share of the fund | 61% | 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 returnsIGV and SCHG returned about the same: +1,146.9% and +1,156.7%. SCHG swung less: 18.5% to 23.3%. SCHG fell less at its worst: −34.2% to −45.4%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IGV | SCHG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,146.9% | +1,156.7% | Tie | Price change plus distributions, reinvested. |
| Annualized | +16.1% | +16.2% | Tie | Total return as a yearly rate. |
| Price return | +1,109.7% | +988.8% | IGV | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 23.3% | 18.5% | SCHG | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 15.6% | 12.5% | SCHG | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −45.4% | −34.2% | SCHG | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.69 | 0.82 | SCHG | Return above Treasury bills per unit of volatility. |
| Sortino | 1.04 | 1.22 | SCHG | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.35 | 0.47 | SCHG | 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, IGV and SCHG hold 17% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
17% in common
Only in one fund ↓
Side by side
IGV and SCHG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IGV and SCHG do different jobs. What does each one do in a portfolio?
- What each follows. IGV follows Cloud and software and SCHG follows Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
- Holdings in common. 17% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IGV returned −4.1% and SCHG +6.8% with distributions reinvested, a gap of 10.9 points.
Data as of Oct 28, 2026.
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IGV
By weight, 80% 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 61% of the fund across 108 positions, as published by its issuer for Oct 27, 2026. Over the year to Oct 28, 2026 the fund returned −4.1% with distributions reinvested.
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
- Are IGV and SCHG in the same category?
- IGV is a thematic ETF and SCHG is a stock ETF, so they do different jobs. The table compares what both publish: return, cost and holdings.
- Which returned more over the last year, IGV or SCHG?
- In the year to Oct 28, 2026, with distributions reinvested, IGV returned −4.1% and SCHG +6.8%.
- Which is cheaper, IGV or SCHG?
- SCHG is cheaper, by 0.34 percentage points a year. That is about $34 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, IGV against SCHG, data as of Oct 28, 2026. https://etfiq.com/compare/any/igv-vs-schg
ETFIQ. (Oct 28, 2026). IGV against SCHG. Retrieved from https://etfiq.com/compare/any/igv-vs-schg
[IGV against SCHG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/igv-vs-schg)
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