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Schwab U.S. Large-Cap Growth ETF

SCHG
ETF · Currency in USD
ISIN
US8085243009
CUSIP
808524300
Issuer
Charles Schwab
Inception Date
Dec 11, 2009
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.04%
Index Tracked
Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index
ETF Home Page
www.schwabfunds.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

SCHGPrice Chart


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S&P 500

SCHGPerformance

The chart shows the growth of $10,000 invested in Schwab U.S. Large-Cap Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $64,063 for a total return of roughly 540.63%. All prices are adjusted for splits and dividends.


SCHG (Schwab U.S. Large-Cap Growth ETF)
Benchmark (S&P 500)

SCHGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.98%
6M16.00%
YTD17.70%
1Y40.72%
5Y23.47%
10Y18.32%

SCHGMonthly Returns Heatmap


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SCHGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Schwab U.S. Large-Cap Growth ETF Sharpe ratio is 2.01. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


SCHG (Schwab U.S. Large-Cap Growth ETF)
Benchmark (S&P 500)

SCHGDividends

Schwab U.S. Large-Cap Growth ETF granted a 0.41% dividend yield in the last twelve months, as of Jul 31, 2021. The annual payout for that period amounted to $0.62 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.62$0.67$0.76$0.88$0.72$0.45$0.65$0.57$0.49$0.47$0.31$0.22

Dividend yield

0.41%0.52%0.82%1.28%1.01%0.81%1.22%1.09%1.07%1.38%1.03%0.71%

SCHGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SCHG (Schwab U.S. Large-Cap Growth ETF)
Benchmark (S&P 500)

SCHGWorst Drawdowns

The table below shows the maximum drawdowns of the Schwab U.S. Large-Cap Growth ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Schwab U.S. Large-Cap Growth ETF is 32.39%, recorded on Mar 23, 2020. It took 55 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.39%Feb 20, 202023Mar 23, 202055Jun 10, 202078
-21.59%Oct 2, 201858Dec 24, 201875Apr 12, 2019133
-20.57%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-17.08%Jul 21, 2015143Feb 11, 2016122Aug 5, 2016265
-16.25%Apr 26, 201049Jul 2, 201085Nov 2, 2010134
-10.95%Sep 3, 202014Sep 23, 202032Nov 6, 202046
-10.48%Apr 3, 201242Jun 1, 201267Sep 6, 2012109
-10.15%Feb 16, 202115Mar 8, 202122Apr 8, 202137
-9.72%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.54%Sep 17, 201242Nov 15, 201237Jan 10, 201379

SCHGVolatility Chart

Current Schwab U.S. Large-Cap Growth ETF volatility is 14.03%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SCHG (Schwab U.S. Large-Cap Growth ETF)
Benchmark (S&P 500)

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