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SNXFX vs. SCHG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SNXFX vs. SCHG

Last updated Apr 2, 2026

Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).

SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. 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 SNXFX 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

SNXFX vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab 1000 Index Fund (SNXFX) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

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SNXFX vs. SCHG - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SNXFX
Schwab 1000 Index Fund		-4.19%17.23%24.46%26.53%-19.46%26.10%20.71%31.43%-5.04%21.71%
SCHG
Schwab U.S. Large-Cap Growth ETF		-9.73%17.50%34.95%50.10%-31.80%28.11%39.14%36.02%-1.36%28.05%

Returns By Period

In the year-to-date period, SNXFX achieves a -4.19% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, SNXFX has underperformed SCHG with an annualized return of 13.72%, while SCHG has yielded a comparatively higher 16.95% annualized return.

SNXFX

1D
2.95%
1M
-5.11%
YTD
-4.19%
6M
-2.28%
1Y
17.24%
3Y*
18.07%
5Y*
10.92%
10Y*
13.72%

SCHG

1D
0.96%
1M
-4.46%
YTD
-9.73%
6M
-8.15%
1Y
17.00%
3Y*
22.30%
5Y*
12.76%
10Y*
16.95%
*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.

Schwab 1000 Index Fund

Schwab U.S. Large-Cap Growth ETF

Often compared with SNXFX:
SNXFX vs. SWPPXSNXFX vs. SWTSXSNXFX vs. VOOSNXFX vs. FSKAXSNXFX vs. SWAGXSNXFX vs. FEMKXSNXFX vs. FLCPX
Often compared with SCHG:
SCHG vs. SCHDSCHG vs. QQQMSCHG vs. VUGSCHG vs. VOOSCHG vs. QQQSCHG vs. SPMOSCHG vs. SPYG

SNXFX vs. SCHG - Expense Ratio Comparison

SNXFX has a 0.05% expense ratio, which is higher than SCHG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

SNXFX
Schwab 1000 Index Fund
SCHG
Schwab U.S. Large-Cap Growth ETF

Return for Risk

SNXFX vs. SCHG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SNXFX
SNXFX Risk / Return Rank: 5858
Overall Rank
SNXFX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
SNXFX Sortino Ratio Rank: 5252
Sortino Ratio Rank
SNXFX Omega Ratio Rank: 5454
Omega Ratio Rank
SNXFX Calmar Ratio Rank: 6262
Calmar Ratio Rank
SNXFX Martin Ratio Rank: 7474
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.

SNXFX vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) 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.

SNXFXSCHGDifference

Sharpe ratio

Return per unit of total volatility

0.96

0.76

+0.20

Sortino ratio

Return per unit of downside risk

1.47

1.24

+0.22

Omega ratio

Gain probability vs. loss probability

1.22

1.17

+0.05

Calmar ratio

Return relative to maximum drawdown

1.48

1.09

+0.39

Martin ratio

Return relative to average drawdown

7.11

3.71

+3.41

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

SNXFX vs. SCHG - Sharpe Ratio Comparison

The current SNXFX Sharpe Ratio is 0.96, which is comparable to the SCHG Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of SNXFX 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

SNXFXSCHGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.96

0.76

+0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.57

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.79

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.79

-0.23

Correlation

The correlation between SNXFX and SCHG is 0.95, 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

SNXFX vs. SCHG - Dividend Comparison

SNXFX's dividend yield for the trailing twelve months is around 1.52%, more than SCHG's 0.43% yield.

TTM20252024202320222021202020192018201720162015
SNXFX
Schwab 1000 Index Fund		1.52%1.45%1.23%1.41%1.61%1.74%2.76%3.01%6.49%4.23%3.41%6.31%
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

SNXFX vs. SCHG - Drawdown Comparison

The maximum SNXFX drawdown since its inception was -55.08%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SNXFX and SCHG.

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Drawdown Indicators

SNXFXSCHGDifference

Max Drawdown

Largest peak-to-trough decline

-55.08%

-34.59%

-20.49%

Max Drawdown (1Y)

Largest decline over 1 year

-12.33%

-16.41%

+4.08%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

-34.59%

+9.23%

Max Drawdown (10Y)

Largest decline over 10 years

-34.58%

-34.59%

+0.01%

Current Drawdown

Current decline from peak

-6.25%

-12.51%

+6.26%

Average Drawdown

Average peak-to-trough decline

-8.80%

-5.22%

-3.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

4.84%

-2.27%

Volatility

SNXFX vs. SCHG - Volatility Comparison

The current volatility for Schwab 1000 Index Fund (SNXFX) is 5.45%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that SNXFX experiences smaller price fluctuations and is considered to be less risky 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

SNXFXSCHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.45%

6.77%

-1.32%

Volatility (6M)

Calculated over the trailing 6-month period

9.77%

12.54%

-2.77%

Volatility (1Y)

Calculated over the trailing 1-year period

18.59%

22.45%

-3.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.33%

22.31%

-4.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.72%

21.51%

-2.79%