SCHG vs. CGDV
Compare and contrast key facts about Schwab U.S. Large-Cap Growth ETF (SCHG) and Capital Group Dividend Value ETF (CGDV).
SCHG and CGDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Performance
SCHG vs. CGDV - Performance Comparison
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SCHG vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -20.39% |
CGDV Capital Group Dividend Value ETF | -2.26% | 25.50% | 20.10% | 28.81% | -2.89% |
Returns By Period
In the year-to-date period, SCHG achieves a -10.59% return, which is significantly lower than CGDV's -2.26% return.
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
CGDV
- 1D
- 2.88%
- 1M
- -6.44%
- YTD
- -2.26%
- 6M
- 1.93%
- 1Y
- 20.99%
- 3Y*
- 21.38%
- 5Y*
- —
- 10Y*
- —
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SCHG vs. CGDV - Expense Ratio Comparison
SCHG has a 0.04% expense ratio, which is lower than CGDV's 0.33% expense ratio.
Return for Risk
SCHG vs. CGDV — Risk / Return Rank
SCHG
CGDV
SCHG vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth ETF (SCHG) and Capital Group Dividend Value ETF (CGDV). 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.
| SCHG | CGDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.26 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.83 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 2.01 | -0.98 |
Martin ratioReturn relative to average drawdown | 3.54 | 8.64 | -5.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHG | CGDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.26 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 1.04 | -0.25 |
Correlation
The correlation between SCHG and CGDV is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCHG vs. CGDV - Dividend Comparison
SCHG's dividend yield for the trailing twelve months is around 0.43%, less than CGDV's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CGDV Capital Group Dividend Value ETF | 1.34% | 1.29% | 1.60% | 1.65% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHG vs. CGDV - Drawdown Comparison
The maximum SCHG drawdown since its inception was -34.59%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for SCHG and CGDV.
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Drawdown Indicators
| SCHG | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -21.82% | -12.77% |
Max Drawdown (1Y)Largest decline over 1 year | -16.41% | -10.91% | -5.50% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | — | — |
Current DrawdownCurrent decline from peak | -13.34% | -7.15% | -6.19% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -3.72% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.54% | +2.24% |
Volatility
SCHG vs. CGDV - Volatility Comparison
Schwab U.S. Large-Cap Growth ETF (SCHG) has a higher volatility of 6.67% compared to Capital Group Dividend Value ETF (CGDV) at 5.60%. This indicates that SCHG's price experiences larger fluctuations and is considered to be riskier than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHG | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 5.60% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.51% | 9.27% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.43% | 16.77% | +5.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 15.62% | +6.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 15.62% | +5.89% |