ETF Versus

SCHV vs VUG

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

Last updated: 2026-04-02

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-12-15
VUG

Vanguard Growth Index Fund ETF Shares (VUG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. 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

VUG has edged ahead over the past year (17.0% vs 14.5%).

Key Metrics

Metric SCHV VUG
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 98 121 144 167 190 2021-04 2022-06 2023-09 2024-12 2026-04
SCHV +38.4%
VUG +66.0%

Performance Comparison

Period SCHV VUG Difference
1 Month -3.53% -3.87% +0.34%
3 Months +2.41% -9.18% +11.59%
6 Months +4.76% -8.96% +13.72%
YTD +2.41% -9.18% +11.59%
1 Year +14.51% +17.03% -2.52%
3 Years +39.35% +77.18% -37.83%
5 Years +38.43% +66.01% -27.58%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHV Fees VUG 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 SCHV VUG
Annualized Volatility 14.6% 22.2%
Max Drawdown -21.1% -36.0%
Sharpe Ratio 0.21 0.37

Dividend Comparison

Metric SCHV VUG
Annual Dividend (per share) $0.60 $1.99
Dividend Yield 1.96% 0.45%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose VUG if...

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

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