Schwab U.S. Large-Cap Growth ETF (SCHG)
SCHG is a passive ETF by Charles Schwab tracking the investment results of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. SCHG launched on Dec 11, 2009 and has a 0.04% expense ratio.
ETF Info
US8085243009
808524300
Dec 11, 2009
North America (U.S.)
1x
Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab U.S. Large-Cap Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab U.S. Large-Cap Growth ETF had a return of 32.97% year-to-date (YTD) and 38.45% in the last 12 months. Over the past 10 years, Schwab U.S. Large-Cap Growth ETF had an annualized return of 16.46%, outperforming the S&P 500 benchmark which had an annualized return of 11.21%.
SCHG
32.97%
4.60%
14.88%
38.45%
20.43%
16.46%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of SCHG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.62% | 6.90% | 2.00% | -3.96% | 6.06% | 6.88% | -0.96% | 1.76% | 2.62% | -0.44% | 32.97% | ||
| 2023 | 9.94% | -1.24% | 8.19% | 1.38% | 6.37% | 6.77% | 3.54% | -0.95% | -5.28% | -1.51% | 11.14% | 4.39% | 50.10% |
| 2022 | -8.94% | -4.04% | 4.68% | -13.24% | -2.88% | -7.89% | 12.93% | -5.16% | -10.03% | 4.44% | 4.01% | -8.23% | -31.80% |
| 2021 | -0.72% | 0.41% | 1.49% | 7.64% | -1.62% | 6.32% | 3.34% | 3.88% | -5.39% | 8.89% | 0.31% | 1.40% | 28.11% |
| 2020 | 2.79% | -6.57% | -10.54% | 14.69% | 7.08% | 3.97% | 7.73% | 9.80% | -3.97% | -2.84% | 10.05% | 4.41% | 39.14% |
| 2019 | 8.99% | 3.26% | 2.59% | 4.54% | -6.17% | 7.05% | 1.89% | -0.96% | 0.30% | 3.19% | 4.53% | 2.75% | 36.02% |
| 2018 | 7.16% | -2.81% | -2.43% | 0.61% | 3.95% | 1.27% | 2.63% | 5.05% | 0.59% | -8.47% | 0.97% | -8.55% | -1.36% |
| 2017 | 3.53% | 4.19% | 0.66% | 2.25% | 2.33% | 0.16% | 2.67% | 1.03% | 1.11% | 3.03% | 3.05% | 1.06% | 28.05% |
| 2016 | -7.04% | 0.12% | 6.87% | -0.44% | 2.01% | -1.16% | 5.00% | 0.27% | 0.61% | -2.56% | 2.77% | 0.85% | 6.82% |
| 2015 | -1.31% | 6.55% | -0.85% | -0.19% | 1.67% | -1.43% | 2.94% | -5.99% | -3.51% | 8.28% | 0.26% | -2.35% | 3.24% |
| 2014 | -2.42% | 5.16% | -0.62% | 0.05% | 3.38% | 2.29% | -0.93% | 4.27% | -1.60% | 2.87% | 3.08% | -0.43% | 15.80% |
| 2013 | 4.89% | 0.50% | 3.65% | 1.72% | 2.98% | -1.97% | 5.74% | -1.78% | 4.15% | 4.67% | 2.93% | 2.49% | 34.04% |
Expense Ratio
SCHG has an expense ratio of 0.04%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHG is 70, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth ETF (SCHG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab U.S. Large-Cap Growth ETF provided a 0.40% dividend yield over the last twelve months, with an annual payout of $0.11 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.11 | $0.10 | $0.08 | $0.09 | $0.08 | $0.10 | $0.11 | $0.09 | $0.07 | $0.08 | $0.07 | $0.06 |
Dividend yield | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab U.S. Large-Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.08 | |
| 2023 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.09 |
| 2020 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.08 |
| 2019 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.10 |
| 2018 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.11 |
| 2017 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.09 |
| 2016 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.07 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.08 |
| 2014 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.07 |
| 2013 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab U.S. Large-Cap Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab U.S. Large-Cap Growth ETF was 34.59%, occurring on Jan 5, 2023. Recovery took 239 trading sessions.
The current Schwab U.S. Large-Cap Growth ETF drawdown is 1.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.59% | Nov 22, 2021 | 282 | Jan 5, 2023 | 239 | Dec 18, 2023 | 521 |
| -32.39% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -21.59% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -20.57% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -17.08% | Jul 21, 2015 | 143 | Feb 11, 2016 | 122 | Aug 5, 2016 | 265 |
Volatility
Volatility Chart
The current Schwab U.S. Large-Cap Growth ETF volatility is 5.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.