What is the expense ratio of SCHG vs SPY?

SCHG has an expense ratio of N/A%, while SPY has an expense ratio of N/A%.

SCHG vs SPY

Schwab U.S. Large-Cap Growth ETF vs State Street SPDR S&P 500 ETF Trust

Last updated: 2026-04-02

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-01-04

SPY

State Street SPDR S&P 500 ETF Trust (SPY) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 1993, the fund has a 33-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 1993-01-29

Quick Verdict

Both funds have delivered similar 1-year returns (15.5% vs 16.1%), tracking closely.

Key Metrics

Metric	SCHG	SPY
Expense Ratio	N/A	N/A
Dividend Yield	N/A	N/A
Fund Family	N/A	N/A
Category	US Large Cap Growth	US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

SCHG +75.0%

SPY +61.2%

Performance Comparison

Period	SCHG	SPY	Difference
1 Month	-4.01%	-3.69%	-0.32%
3 Months	-9.51%	-4.09%	-5.42%
6 Months	-9.06%	-2.44%	-6.62%
YTD	-9.51%	-4.09%	-5.42%
1 Year	+15.51%	+16.07%	-0.56%
3 Years	+80.24%	+59.45%	+20.79%
5 Years	+74.98%	+61.25%	+13.73%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	SCHG Fees	SPY Fees	You Save
$10,000	10 years	$0	$0	$0
$10,000	20 years	$0	$0	$0
$10,000	30 years	$0	$0	$0
$50,000	10 years	$0	$0	$0
$50,000	30 years	$0	$0	$0
$100,000	30 years	$0	$0	$0

Risk Metrics

Based on 5 years of daily returns

Metric	SCHG	SPY
Annualized Volatility	22.3%	17.1%
Max Drawdown	-35.0%	-25.4%
Sharpe Ratio	0.41	0.38

Dividend Comparison

Metric	SCHG	SPY
Annual Dividend (per share)	$0.13	$7.38
Dividend Yield	0.43%	1.13%
Distribution Frequency	Quarterly	Quarterly

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