SCHG vs SPY

SCHG vs SPY

Which is better, SCHG or SPY?

Large Cap Growth against Large Cap Blend.

SCHG has a lower expense ratio. SCHG led over 3Y, 5Y and the full window, SPY over 1Y. The two have moved almost in lockstep, correlation 0.95. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 51.0%.

Lower Fees: SCHGHigher Returns: splitLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSCHGSPY
Expense Ratio0.04%Best0.09%
AUM$62.4B$804.7B
Dividend Yield0.37%0.98%
Holdings196505
YTD Return+7.97%+11.45%Best
1Y Return+10.87%+15.87%Best
3Y Return (annualized)+23.48%Best+20.93%
5Y Return (annualized)+12.95%Best+12.59%
Volatility (annualized)16.7%14.4%Best
Max Drawdown-34.6%-34.1%Best
$10,000 over 5 years$18,384Best$18,093
Top 10 Weight51.0%37.8%Best
Fund FamilyCharles Schwab Asset ManagementState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 11, 2009Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Dec 11, 2009 to Sep 15, 2026 (16.8 years).

SCHG vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16.8 years both funds cover.

SCHG vs SPY Performance

Schwab US Large-Cap Growth ETF (SCHG) is an ETF from Charles Schwab Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year SCHG returned +10.87% while SPY returned +15.87%. Year to date, SCHG is up 7.97% versus a gain of 11.45% for SPY.

Over three years, SCHG compounded at +23.48% per year against +20.93% for SPY; over five years the annualized figures are +12.95% and +12.59% respectively. Across the full 17-year window we track, SCHG has the edge at +15.59% annualized vs +12.63%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHG has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 14.4% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -34.6% for SCHG and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SCHG charges 0.04% per year while SPY charges 0.09%. On a $10,000 position that is $4 vs $9 annually, a gap of $5 per year that compounds over a long holding period. On income, SCHG currently yields 0.37% against 0.98% for SPY.

Holdings Overlap

SCHG already in SPY94.4%
SPY already in SCHG54.7%

94.4% of SCHG's money is in holdings SPY also owns. 54.7% of SPY's money is in holdings SCHG also owns.

Most of SCHG is already inside SPY. Owning both mostly buys the same companies twice.

121 positions in common, counted across the 193 positions we hold weights for in SCHG and 504 in SPY, against full books of 196 and 505.

What only one of them owns

Our book lists 376 positions for SPY that do not appear in our book for SCHG (44.6% of the fund), and 66 for SCHG that do not appear in SPY (4.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SCHGWeight in SPYDifference
NVDANvidia Corp10.67%8.01%2.66%
AAPLApple, Inc9.29%7.26%2.03%
MSFTMicrosoft Corp7.52%5.66%1.86%
AMZNAmazon.Com Inc5.07%3.79%1.28%
GOOGLAlphabet Inc,class A3.97%2.99%0.98%
AVGOBroadcom Inc3.50%2.66%0.84%
GOOGAlphabet Inc3.16%2.39%0.77%
METAMeta Platforms Inc2.51%1.93%0.58%
LLYEli Lilly & Co.2.93%1.40%1.53%
TSLATesla Inc2.37%1.52%0.85%

94.4% of SCHG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHG or SPY?

SCHG has an expense ratio of 0.04% while SPY charges 0.09%. SCHG is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, SCHG or SPY?

Over the past year SCHG returned +10.87% vs +15.87% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (17 years), SCHG annualized +15.59% vs +12.63% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHG or SPY?

SCHG has been the more volatile fund at 16.7% annualized versus 14.4% for SPY. Worst drawdown: SCHG -34.6% vs SPY -34.1%.

Should I hold both SCHG and SPY?

SCHG and SPY have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SCHG and SPY?

94.4% of SCHG's money is in holdings SPY also owns. 54.7% of SPY's is in holdings SCHG also owns. They hold 121 positions in common, counted across the 193 positions we hold weights for in SCHG and 504 in SPY.

Which pays a higher dividend, SCHG or SPY?

SCHG yields 0.37% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than SCHG?

SCHG has a lower expense ratio. SCHG led over 3Y, 5Y and the full window, SPY over 1Y. The two have moved almost in lockstep, correlation 0.95. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 51.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.