SCHG vs. SCHQ
Compare and contrast key facts about Schwab U.S. Large-Cap Growth ETF (SCHG) and Schwab Long-Term U.S. Treasury ETF (SCHQ).
SCHG and SCHQ 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 Total Return Index. It was launched on Dec 11, 2009. SCHQ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Government - Treasury - Long. It was launched on Oct 10, 2019. Both SCHG and SCHQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHG or SCHQ.
Correlation
The correlation between SCHG and SCHQ is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SCHG vs. SCHQ - Performance Comparison
Key characteristics
SCHG:
2.01
SCHQ:
-0.11
SCHG:
2.62
SCHQ:
-0.06
SCHG:
1.36
SCHQ:
0.99
SCHG:
2.90
SCHQ:
-0.03
SCHG:
11.05
SCHQ:
-0.23
SCHG:
3.24%
SCHQ:
6.03%
SCHG:
17.85%
SCHQ:
12.81%
SCHG:
-34.59%
SCHQ:
-46.13%
SCHG:
-2.16%
SCHQ:
-39.46%
Returns By Period
In the year-to-date period, SCHG achieves a 2.15% return, which is significantly higher than SCHQ's 0.64% return.
SCHG
2.15%
0.60%
11.86%
33.25%
19.12%
16.89%
SCHQ
0.64%
-0.25%
-2.33%
-2.10%
-5.84%
N/A
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SCHG vs. SCHQ - Expense Ratio Comparison
SCHG has a 0.04% expense ratio, which is lower than SCHQ's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHG vs. SCHQ — Risk-Adjusted Performance Rank
SCHG
SCHQ
SCHG vs. SCHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth ETF (SCHG) and Schwab Long-Term U.S. Treasury ETF (SCHQ). 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.
Dividends
SCHG vs. SCHQ - Dividend Comparison
SCHG's dividend yield for the trailing twelve months is around 0.39%, less than SCHQ's 4.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.47% | 0.55% | 0.42% | 0.52% | 0.82% | 1.28% | 1.01% | 1.04% | 1.22% | 1.09% |
SCHQ Schwab Long-Term U.S. Treasury ETF | 4.56% | 4.58% | 3.79% | 2.88% | 1.69% | 1.52% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHG vs. SCHQ - Drawdown Comparison
The maximum SCHG drawdown since its inception was -34.59%, smaller than the maximum SCHQ drawdown of -46.13%. Use the drawdown chart below to compare losses from any high point for SCHG and SCHQ. For additional features, visit the drawdowns tool.
Volatility
SCHG vs. SCHQ - Volatility Comparison
Schwab U.S. Large-Cap Growth ETF (SCHG) has a higher volatility of 6.51% compared to Schwab Long-Term U.S. Treasury ETF (SCHQ) at 3.25%. This indicates that SCHG's price experiences larger fluctuations and is considered to be riskier than SCHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.