FTGS vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. FTGS delivered stronger 1-year returns. SCHQ offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricFTGSSCHQ
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
Expense Ratio0.60%0.03%
AUM$1.3B$756M
Dividend Yield0.08%4.73%
Holdings Count5198
Inception Date2022-10-252019-10-10
Investment StyleLarge Cap GrowthLong Term Government Bond
1-Month Return-1.12%+1.03%
YTD Return+4.73%+0.99%
1-Year Return+8.32%+2.87%
3-Year Return+16.75%-0.50%
5-Year Return--5.65%
10-Year Return--
Buy Score6766
Momentum Score4425
Value Score72-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
50
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTGS or SCHQ?

FTGS has an expense ratio of 0.60% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do FTGS and SCHQ hold the same stocks?

FTGS and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 50 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTGS or SCHQ?

Over the past year, FTGS returned +8.32% while SCHQ returned +2.87%. FTGS outperformed over this period. Past performance does not guarantee future results.