ETF Versus

SCHB vs SCHG

Schwab U.S. Broad Market ETF vs Schwab U.S. Large-Cap Growth ETF

Last updated: 2026-04-02

SCHB Schwab

Schwab U.S. Broad Market ETF (SCHB) is an exchange-traded fund issued by Schwab that provides exposure to the total U.S. stock market across all capitalizations. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.17%. Launched in 2009, the fund has a 17-year track record.

AUM: $36.0B ER: 0.03% Yield: 1.17% Since: Nov 3, 2009
SCHG Schwab

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund issued by Schwab that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. It charges a very low expense ratio of 0.04%. The fund offers a modest dividend yield of 0.43%. Launched in 2009, the fund has a 17-year track record.

AUM: $46.7B ER: 0.04% Yield: 0.43% Since: Dec 11, 2009

Quick Verdict

Both funds have nearly identical expense ratios (0.03% vs 0.04%), so fees are not a differentiator here. Both funds have delivered similar 1-year returns (17.1% vs 16.5%), tracking closely. Income investors may prefer SCHB for its higher yield (1.2% vs 0.4%).

Key Metrics

Metric SCHB SCHG
Expense Ratio 0.03% 0.04%
Dividend Yield 1.2% 0.4%
Fund Family Schwab Schwab
Category US Total Market US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

80 104 128 152 176 200 2021-04 2022-06 2023-09 2024-12 2026-04
SCHB +53.3%
SCHG +75.0%

Performance Comparison

Period SCHB SCHG Difference
1 Month -4.60% -4.57% -0.03%
3 Months -3.84% -9.51% +5.67%
6 Months -2.09% -8.35% +6.26%
YTD -3.84% -9.51% +5.67%
1 Year +17.08% +16.52% +0.56%
3 Years +58.12% +80.24% -22.12%
5 Years +53.27% +74.98% -21.71%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHB Fees SCHG Fees You Save
$10.000 10 years $60 $80 $20
$10.000 20 years $258 $344 $86
$10.000 30 years $835 $1.112 $277
$50.000 10 years $299 $399 $100
$50.000 30 years $4.176 $5.560 $1.385
$100.000 30 years $8.352 $11.121 $2.769

Risk Metrics

Based on 5 years of daily returns

Metric SCHB SCHG
Annualized Volatility 17.3% 22.3%
Max Drawdown -26.2% -35.0%
Sharpe Ratio 0.32 0.41

Dividend Comparison

Metric SCHB SCHG
Annual Dividend (per share) $0.30 $0.13
Dividend Yield 1.17% 0.43%
Distribution Frequency Quarterly Quarterly

Top Holdings

8 of top 9 holdings overlap (89% overlap in top holdings)

SCHB Top Holdings

NameWeight
NVIDIA CorporationNVDA6.59%
Apple Inc.AAPL5.91%
Microsoft CorporationMSFT4.29%
Amazon.com, Inc.AMZN3.15%
Broadcom Inc.AVGO2.31%
Alphabet Inc.GOOG2.07%
Meta Platforms, Inc.META1.86%
Tesla, Inc.TSLA1.65%
Berkshire Hathaway Inc.BRK.B1.39%

SCHG Top Holdings

NameWeight
NVIDIA CorporationNVDA11.56%
Apple Inc.AAPL10.37%
Microsoft CorporationMSFT7.52%
Amazon.com, Inc.AMZN5.53%
Broadcom Inc.AVGO4.05%
Tesla, Inc.TSLA3.81%
Alphabet Inc.GOOG3.63%
Meta Platforms, Inc.META3.37%
Eli Lilly and CompanyLLY2.85%

Which One Should You Choose?

Choose SCHB if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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