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 97 holdings.

Side-by-Side Comparison

MetricFTGSSCHQ
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
Expense Ratio0.60%0.03%
AUM$1.2B$923M
Dividend Yield0.16%4.43%
Holdings Count5197
Inception Date2022-10-252019-10-10
Investment StyleLarge Cap GrowthLong Term Government Bond
1-Month Return+1.50%-0.06%
YTD Return+1.44%+0.09%
1-Year Return+10.72%+4.22%
3-Year Return+18.08%-1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score7161
Momentum Score4725
Value Score6673

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
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 0 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 +10.72% while SCHQ returned +4.22%. FTGS outperformed over this period. Past performance does not guarantee future results.