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VGRO vs. SCHG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VGRO vs. SCHG

Last updated Jul 28, 2026
Documentation

VGRO (Virtus Silvant Growth Opportunities ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both Large Cap Growth Equities funds. VGRO is actively managed, while SCHG is passively managed. Their 0.96 correlation means they have historically moved very closely together. VGRO charges 0.35%/yr vs 0.04%/yr for SCHG.

Performance

VGRO vs. SCHG - Performance Comparison

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

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Returns By Period

In the year-to-date period, VGRO achieves a -1.92% return, which is significantly lower than SCHG's 3.18% return.

VGRO

1D
0.14%
1M
-1.46%
6M
-0.04%
YTD
-1.92%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

SCHG

1D
0.36%
1M
2.25%
6M
3.68%
YTD
3.18%
1Y
11.62%
3Y*
20.67%
5Y*
12.58%
10Y*
17.98%
ALL TIME*
16.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

SCHG

Schwab U.S. Large-Cap Growth ETF
$256.06M$251.57M$345.90M

VGRO

Virtus Silvant Growth Opportunities ETF
$11.62K$9.93K$24.03K

VGRO vs. SCHG - Yearly Performance Comparison

2026 (YTD)2025
VGRO
Virtus Silvant Growth Opportunities ETF		-1.92%-0.88%
SCHG
Schwab U.S. Large-Cap Growth ETF		3.18%-0.64%

Correlation

The correlation between VGRO and SCHG is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.

Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 23, 2025

0.96

VGRO vs. SCHG - Sectors Allocation Comparison

Sectors
VGRO
SCHG

Technology

48.7%
44.0%

Communication Services

20.1%
14.1%

Industrials

9.5%
7.6%

Consumer Cyclical

7.8%
11.2%

Healthcare

7.3%
9.9%

Utilities

4.7%
0.5%

Financial Services

4.2%
7.7%

Basic Materials

1.5%
1.6%

Consumer Defensive

-

1.9%

Energy

-

0.9%

Real Estate

-

0.6%

Technology

VGRO
48.7%
SCHG
44.0%

Communication Services

VGRO
20.1%
SCHG
14.1%

Industrials

VGRO
9.5%
SCHG
7.6%

Consumer Cyclical

VGRO
7.8%
SCHG
11.2%

Healthcare

VGRO
7.3%
SCHG
9.9%

Utilities

VGRO
4.7%
SCHG
0.5%

Financial Services

VGRO
4.2%
SCHG
7.7%

Basic Materials

VGRO
1.5%
SCHG
1.6%

Consumer Defensive

VGRO

-

SCHG
1.9%

Energy

VGRO

-

SCHG
0.9%

Real Estate

VGRO

-

SCHG
0.6%

Compare stocks, funds, or ETFs

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

Virtus Silvant Growth Opportunities ETF

Schwab U.S. Large-Cap Growth ETF

Often compared with VGRO:
VGRO vs. DGROVGRO vs. PBUSVGRO vs. VUGVGRO vs. DARPVGRO vs. ILCBVGRO vs. LRNZVGRO vs. SEIX
Often compared with SCHG:
SCHG vs. SCHDSCHG vs. QQQMSCHG vs. VOOSCHG vs. VUGSCHG vs. QQQSCHG vs. SPMOSCHG vs. SPYG

Return for Risk

VGRO vs. SCHG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VGRO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SCHG
SCHG Risk / Return Rank: 2727
Overall Rank
SCHG Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
SCHG Sortino Ratio Rank: 2828
Sortino Ratio Rank
SCHG Omega Ratio Rank: 2727
Omega Ratio Rank
SCHG Calmar Ratio Rank: 2424
Calmar Ratio Rank
SCHG Martin Ratio Rank: 2727
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.

VGRO vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Growth Opportunities ETF (VGRO) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VGROSCHGDifference
Sharpe ratioReturn per unit of total volatility

—

0.71

—

Sortino ratioReturn per unit of downside risk

—

1.06

—

Omega ratioGain probability vs. loss probability

—

1.13

—

Calmar ratioReturn relative to maximum drawdown

—

0.71

—

Martin ratioReturn relative to average drawdown

—

2.26

—

VGRO vs. SCHG - Sharpe Ratio Comparison

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Drawdowns

VGRO vs. SCHG - Drawdown Comparison

The maximum VGRO drawdown since its inception was -15.49%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VGRO and SCHG.

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Drawdown Indicators

VGROSCHGDifference

Max Drawdown

Largest peak-to-trough decline

-15.49%

-34.59%

+19.10%

Max Drawdown (1Y)

Largest decline over 1 year

—

-16.41%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-23.39%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-34.59%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.59%

—

Current Drawdown

Current decline from peak

-9.37%

-4.78%

-4.59%

Average Drawdown

Average peak-to-trough decline

-4.72%

-5.19%

+0.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

5.16%

—

Volatility

VGRO vs. SCHG - Volatility Comparison

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Volatility by Period

VGROSCHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.21%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

12.69%

—

Volatility (1Y)

Calculated over the trailing 1-year period

19.48%

16.53%

+2.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.48%

22.41%

-2.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.48%

21.58%

-2.10%

VGRO vs. SCHG - Expense Ratio Comparison

VGRO has a 0.35% expense ratio, which is higher than SCHG's 0.04% expense ratio.

Dividends

VGRO vs. SCHG - Dividend Comparison

VGRO has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.39%.

PositionTTM20252024202320222021202020192018201720162015
SCHG
Schwab U.S. Large-Cap Growth ETF		0.39%0.36%0.39%0.46%0.55%0.42%0.52%0.82%1.27%1.01%1.04%1.22%
VGRO
Virtus Silvant Growth Opportunities ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.96, VGRO and SCHG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SCHG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCHG is cheaper with a 0.04% expense ratio, compared with 0.35% for VGRO.

SCHG has the higher dividend yield at 0.39%, compared with 0.00% for VGRO.

They also come from different issuers: Virtus and Charles Schwab. Their fees differ too: 0.35% for VGRO and 0.04% for SCHG.

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