Data as of Oct 28, 2026.

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SCHB vs SCHG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SCHB returned +13.4% to SCHG's +6.8%; 51% of their weight is in the same names.

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Net assets on Aug 31, 2026: $44.6bn for Schwab U.S. Broad Market ETF and $63.0bn for Schwab U.S. Large-Cap Growth ETF.

At a glance
+13.4%
SCHB total return, 1 year
+6.8%
SCHG total return, 1 year
0.03%
SCHB expense ratio
0.04%
SCHG expense ratio

Pair scorecard

SCHB costs 0.01 points a year less; their one-year returns differ by 6.6 points; SCHG is 1.4 times larger.

SCHB vs SCHG: Differences, Returns & Fees
MeasureSCHBSCHG
Return
Total return, 1 year+13.4%+6.8%
Drawdown
Below its high3.5%, high on Oct 6, 2026
Benchmark
What it tracksDow Jones U.S. Broad Stock Market IndexDow Jones U.S. Large-Cap Growth Total Stock Market Index
Cost and size
Expense ratio0.03%0.04%
Net assets, as of Aug 31, 2026$44.6bn$63.0bn
Holdings
Holdings in common51%
Top ten holdings, share of the fund33.7%51.0%

Holdings in common uses holdings dated Aug 31, 2026. Method

Risk and return

Dec 18, 2009 to Oct 23, 2026 · 879 weekly returns
SCHB SCHG
Return
Total return edge SCHG +794.0% +1,156.7%
Annualized edge SCHG +13.8% +16.2%
Price return edge SCHG +571.5% +988.8%
Risk
Volatility edge SCHB 16.5% 18.5%
Max drawdown edge SCHB (slight) −33.3% −34.2%
Risk-adjusted
Sharpe edge SCHG (slight) 0.78 0.82
Sortino edge SCHG (slight) 1.12 1.22
Calmar edge SCHG 0.42 0.47
Reading

SCHG returned more: +1,156.7% to +794.0%. SCHB swung less: 16.5% to 18.5%. SCHB fell slightly less at its worst: −33.3% to −34.2%.

Full scorecard

9 measures, with how each is measured
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Risk and return: SCHB vs SCHG: Differences, Returns & Fees
MeasureSCHBSCHGEdgeHow it is measured
Return
Total return+794.0%+1,156.7%SCHGPrice change plus distributions, reinvested.
Annualized+13.8%+16.2%SCHGTotal return as a yearly rate.
Price return+571.5%+988.8%SCHGPrice change alone, distributions left out.
Risk
Volatility16.5%18.5%SCHBSpread of weekly returns, annualized. Lower is steadier.
Downside deviation11.4%12.5%SCHB (slight)Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown−33.3%−34.2%SCHB (slight)Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.780.82SCHG (slight)Return above Treasury bills per unit of volatility.
Sortino1.121.22SCHG (slight)Return above Treasury bills per unit of downside deviation.
Calmar0.420.47SCHGAnnualized 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

51%

By the books each fund has filed, SCHB and SCHG hold 51% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026.

0 half 100%

half

51% in common

Positions both hold · largest shared weight first SCHB SCHG
NVIDIA Corp 7.20% 10.67%
Apple Inc 6.27% 9.29%
Microsoft Corp 5.08% 7.52%
Amazon.com Inc 3.42% 5.07%
Alphabet Inc 2.68% 3.97%
Broadcom Inc 2.36% 3.50%
Alphabet Inc 2.13% 3.16%
Meta Platforms Inc 1.69% 2.51%
Tesla Inc 1.40% 2.37%
Eli Lilly & Co 1.23% 2.93%
Advanced Micro Devices Inc 1.03% 2.37%
Visa Inc 0.85% 2.43%
Only in one fund ↓
Only in SCHB
Micron Technology Inc 1.46%
JPMorgan Chase & Co 1.28%
Berkshire Hathaway Inc 1.25%
ExxonMobil Holdings Corp 0.90%
Johnson & Johnson 0.86%
Walmart Inc 0.62%
AbbVie Inc 0.61%
Intel Corp 0.59%
Only in SCHG
Check overlap with more funds →

Side by side

SCHB Schwab U.S. Broad Market ETF SCHG Schwab U.S. Large-Cap Growth ETF
Where it sits Stock ETF Stock ETF
Issuer Schwab Schwab
What it is Tracks an index of US broad market Tracks an index of U.S. Large-Cap Growth
Total return, 1 year +13.4% +6.8%
Its benchmark over the same days not measured +13.7% (IVV)
Gap to its benchmark not measured −6.9 pts vs IVV
Expense ratio 0.03% 0.04%
Already in the S&P 500 88.0% 94.7%
Holdings 2372 192
Net assets, as of Aug 31, 2026 $44.6bn $63.0bn

SCHB and SCHG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-A2DB68829E

SCHB and SCHG do different jobs. What does each one do in a portfolio?

  1. What each follows. SCHB follows Dow Jones U.S. Broad Stock Market Index and SCHG follows Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
  2. One-year total return. Over 1 year to Oct 28, 2026 SCHB returned +13.4% and SCHG +6.8% with distributions reinvested, a gap of 6.6 points.
  3. Number of holdings. SCHB holds 2,372 positions and SCHG holds 192.

Data as of Oct 28, 2026.

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About each fund
SCHB

SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.

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, SCHB or SCHG?
In the year to Oct 28, 2026, with distributions reinvested, SCHB returned +13.4% and SCHG +6.8%.
Which is cheaper, SCHB or SCHG?
SCHB is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SCHB and SCHG overlap with the S&P 500?
By their latest filed holdings, 88% of SCHB and 95% of SCHG by weight is stocks the S&P 500 already holds.
Other comparisons
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ETFIQ, SCHB against SCHG, data as of Oct 28, 2026. https://etfiq.com/compare/any/schb-vs-schg

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