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NDQ.AX vs. SCHG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

NDQ.AX vs. SCHG

Last updated Apr 2, 2026

Compare and contrast key facts about BetaShares NASDAQ 100 ETF (NDQ.AX) and Schwab U.S. Large-Cap Growth ETF (SCHG).

NDQ.AX and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NDQ.AX is a passively managed fund by BetaShares that tracks the performance of the NASDAQ-100 Index. It was launched on Jul 20, 2020. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009. Both NDQ.AX and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

NDQ.AX vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in BetaShares NASDAQ 100 ETF (NDQ.AX) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

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NDQ.AX vs. SCHG - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
NDQ.AX
BetaShares NASDAQ 100 ETF		-9.03%12.19%38.30%53.41%-28.42%35.46%34.50%39.66%9.14%21.89%
SCHG
Schwab U.S. Large-Cap Growth ETF		-12.49%8.97%48.53%50.21%-27.29%35.63%26.92%36.65%9.22%18.29%
Different Trading Currencies

NDQ.AX is traded in AUD, while SCHG is traded in USD. To make them comparable, the SCHG values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, NDQ.AX achieves a -9.03% return, which is significantly higher than SCHG's -12.49% return. Over the past 10 years, NDQ.AX has outperformed SCHG with an annualized return of 19.86%, while SCHG has yielded a comparatively lower 18.23% annualized return.

NDQ.AX

1D
2.35%
1M
-0.88%
YTD
-9.03%
6M
-7.10%
1Y
13.63%
3Y*
21.74%
5Y*
15.04%
10Y*
19.86%

SCHG

1D
1.19%
1M
-1.53%
YTD
-12.49%
6M
-11.76%
1Y
6.65%
3Y*
21.11%
5Y*
15.06%
10Y*
18.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BetaShares NASDAQ 100 ETF

Schwab U.S. Large-Cap Growth ETF

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Often compared with SCHG:
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NDQ.AX vs. SCHG - Expense Ratio Comparison

NDQ.AX has a 0.48% expense ratio, which is higher than SCHG's 0.04% expense ratio.

NDQ.AX
BetaShares NASDAQ 100 ETF
SCHG
Schwab U.S. Large-Cap Growth ETF

Return for Risk

NDQ.AX vs. SCHG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
NDQ.AX
NDQ.AX Risk / Return Rank: 3333
Overall Rank
NDQ.AX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
NDQ.AX Sortino Ratio Rank: 3636
Sortino Ratio Rank
NDQ.AX Omega Ratio Rank: 3535
Omega Ratio Rank
NDQ.AX Calmar Ratio Rank: 3333
Calmar Ratio Rank
NDQ.AX Martin Ratio Rank: 2828
Martin Ratio Rank
SCHG
SCHG Risk / Return Rank: 4141
Overall Rank
SCHG Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SCHG Sortino Ratio Rank: 4343
Sortino Ratio Rank
SCHG Omega Ratio Rank: 4242
Omega Ratio Rank
SCHG Calmar Ratio Rank: 4040
Calmar Ratio Rank
SCHG Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NDQ.AX vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BetaShares NASDAQ 100 ETF (NDQ.AX) and Schwab U.S. Large-Cap Growth ETF (SCHG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

NDQ.AXSCHGDifference

Sharpe ratio

Return per unit of total volatility

0.65

0.33

+0.32

Sortino ratio

Return per unit of downside risk

1.08

0.61

+0.47

Omega ratio

Gain probability vs. loss probability

1.15

1.09

+0.06

Calmar ratio

Return relative to maximum drawdown

0.85

0.35

+0.50

Martin ratio

Return relative to average drawdown

2.33

0.98

+1.35

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NDQ.AX vs. SCHG - Sharpe Ratio Comparison

The current NDQ.AX Sharpe Ratio is 0.65, which is higher than the SCHG Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of NDQ.AX and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

NDQ.AXSCHGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

0.33

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.76

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

0.93

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

1.00

-0.05

Correlation

The correlation between NDQ.AX and SCHG is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

NDQ.AX vs. SCHG - Dividend Comparison

NDQ.AX's dividend yield for the trailing twelve months is around 1.78%, more than SCHG's 0.43% yield.

TTM20252024202320222021202020192018201720162015
NDQ.AX
BetaShares NASDAQ 100 ETF		1.78%1.67%1.86%2.17%3.36%3.33%2.47%2.22%0.52%0.45%0.43%0.00%
SCHG
Schwab U.S. Large-Cap Growth ETF		0.43%0.36%0.39%0.46%0.55%0.42%0.52%0.82%1.27%1.01%1.04%1.22%

Drawdowns

NDQ.AX vs. SCHG - Drawdown Comparison

The maximum NDQ.AX drawdown since its inception was -30.79%, roughly equal to the maximum SCHG drawdown of -31.20%. Use the drawdown chart below to compare losses from any high point for NDQ.AX and SCHG.

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Drawdown Indicators

NDQ.AXSCHGDifference

Max Drawdown

Largest peak-to-trough decline

-30.79%

-34.59%

+3.80%

Max Drawdown (1Y)

Largest decline over 1 year

-15.17%

-16.41%

+1.24%

Max Drawdown (5Y)

Largest decline over 5 years

-30.79%

-34.59%

+3.80%

Max Drawdown (10Y)

Largest decline over 10 years

-30.79%

-34.59%

+3.80%

Current Drawdown

Current decline from peak

-13.16%

-12.51%

-0.65%

Average Drawdown

Average peak-to-trough decline

-5.90%

-5.22%

-0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.54%

4.84%

+0.70%

Volatility

NDQ.AX vs. SCHG - Volatility Comparison

BetaShares NASDAQ 100 ETF (NDQ.AX) has a higher volatility of 6.28% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.62%. This indicates that NDQ.AX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

NDQ.AXSCHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.28%

5.62%

+0.66%

Volatility (6M)

Calculated over the trailing 6-month period

11.44%

10.65%

+0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

20.93%

20.07%

+0.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.21%

19.79%

-0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.16%

19.70%

-0.54%