ETF Versus

SCHG vs VTV

Schwab U.S. Large-Cap Growth ETF vs Vanguard Value Index Fund ETF Shares

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
VTV

Vanguard Value Index Fund ETF Shares (VTV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

SCHG has edged ahead over the past year (15.5% vs 13.5%).

Key Metrics

Metric SCHG VTV
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 Value

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
SCHG +75.0%
VTV +47.7%

Performance Comparison

Period SCHG VTV Difference
1 Month -4.01% -3.72% -0.29%
3 Months -9.51% +2.00% -11.51%
6 Months -9.06% +4.99% -14.05%
YTD -9.51% +2.00% -11.51%
1 Year +15.51% +13.50% +2.01%
3 Years +80.24% +41.26% +38.98%
5 Years +74.98% +47.66% +27.32%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHG Fees VTV 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 VTV
Annualized Volatility 22.3% 13.9%
Max Drawdown -35.0% -18.1%
Sharpe Ratio 0.41 0.31

Dividend Comparison

Metric SCHG VTV
Annual Dividend (per share) $0.13 $3.97
Dividend Yield 0.43% 2.02%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SCHG if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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