Data as of Oct 28, 2026.
SCHG vs XLE: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHG returned +6.8% to XLE's +61.2%; 1% of their weight is in the same names.
askIQ about this page
askIQ about SCHG and XLE
Net assets: $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF, and $45.2bn on Oct 27, 2026 for State Street Energy Select Sector SPDR ETF.
Pair scorecard
SCHG costs 0.04 points a year less; their one-year returns differ by 54.4 points.
| Measure | SCHG | XLE |
|---|---|---|
| Return | ||
| Total return, 1 year | +6.8% | +61.2% |
| Drawdown | ||
| Below its high | 3.5%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Large-Cap Growth Total Stock Market Index | Energy Select Sector Index |
| Cost and size | ||
| Expense ratio | 0.04% | 0.08% |
| Net assets, SCHG as of Aug 31, 2026 and XLE as of Oct 27, 2026 | $63.0bn | $45.2bn |
| Holdings | ||
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 51.0% | 78.1% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, SCHG and XLE hold 1% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
1% in common
Only in one fund ↓
Side by side
SCHG and XLE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
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.
XLE
XLE tracks an index of Energy. Over the year to Oct 28, 2026 it returned +61.2% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 22 positions, with the top ten at 78.1%.
Questions people ask
- Which returned more over the last year, SCHG or XLE?
- In the year to Oct 28, 2026, with distributions reinvested, SCHG returned +6.8% and XLE +61.2%.
- Which is cheaper, SCHG or XLE?
- SCHG is cheaper, by 0.04 percentage points a year. That is about $4 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.
Cite this pageCitation, APA and Markdown
ETFIQ, SCHG against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/schg-vs-xle
ETFIQ. (Oct 28, 2026). SCHG against XLE. Retrieved from https://etfiq.com/compare/any/schg-vs-xle
[SCHG against XLE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/schg-vs-xle)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.