SCHG vs VGT

SCHG vs VGT

Which is better, SCHG or VGT?

Nearly the same fund. SCHG costs less.

SCHG has a lower expense ratio. VGT led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. SCHG is less concentrated, with 51.0% of the fund in its ten largest positions against 62.4%.

Lower Fees: SCHGHigher Returns: VGTLess Concentrated: SCHG

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

MetricSCHGVGT
Expense Ratio0.04%Best0.09%
AUM$62.4B$160.6B
Dividend Yield0.37%0.36%
Holdings196324
YTD Return+7.78%+26.13%Best
1Y Return+10.78%+31.95%Best
3Y Return (annualized)+23.39%+31.30%Best
5Y Return (annualized)+12.89%+18.29%Best
Volatility (annualized)16.7%Best19.2%
Max Drawdown-34.6%Best-35.1%
$10,000 over 5 years$18,335$23,160Best
Top 10 Weight51.0%Best62.4%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 11, 2009Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Dec 11, 2009 to Sep 16, 2026 (16.8 years).

SCHG vs VGT 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 VGT Performance

Schwab US Large-Cap Growth ETF (SCHG) is an ETF from Charles Schwab Asset Management and Vanguard Information Technology ETF (VGT) is an ETF from Vanguard (US). Over the past year SCHG returned +10.78% while VGT returned +31.95%. Year to date, SCHG is up 7.78% versus a gain of 26.13% for VGT.

Over three years, SCHG compounded at +23.39% per year against +31.30% for VGT; over five years the annualized figures are +12.89% and +18.29% respectively. Across the full 17-year window we track, VGT has the edge at +19.06% annualized vs +15.57%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VGT has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 16.7% for SCHG. 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 -35.1% for VGT. 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 VGT 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 0.36% for VGT.

Holdings Overlap

SCHG already in VGT46.2%
VGT already in SCHG65.2%

46.2% of SCHG's money is in holdings VGT also owns. 65.2% of VGT's money is in holdings SCHG also owns.

The two portfolios partly overlap.

48 positions in common, counted across the 193 positions we hold weights for in SCHG and 316 in VGT, against full books of 196 and 324.

What only one of them owns

Our book lists 233 positions for VGT that do not appear in our book for SCHG (34.4% of the fund), and 140 for SCHG that do not appear in VGT (53.2%).

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 VGTDifference
NVDANvidia Corp10.67%17.16%6.49%
AAPLApple, Inc9.29%16.25%6.96%
MSFTMicrosoft Corp7.52%10.96%3.44%
AVGOBroadcom Inc3.50%4.21%0.71%
AMDAdvanced Micro Devices Inc2.37%3.18%0.81%
PLTRPalantir Technologies Inc1.65%1.13%0.52%
PANWPalo Alto Networks, Inc1.19%1.16%0.03%
KLACKla Corp0.88%1.02%0.14%
CRWDCrowdstrike Holdings Inc0.91%0.83%0.08%
ANETArista Networks Inc.0.78%0.83%0.05%

65.2% of VGT is already inside SCHG.

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

SCHGVGT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHG or VGT?

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

Which performed better, SCHG or VGT?

Over the past year SCHG returned +10.78% vs +31.95% for VGT, so VGT leads on 1-year performance. Over the longest common window we track (17 years), SCHG annualized +15.57% vs +19.06% for VGT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHG or VGT?

VGT has been the more volatile fund at 19.2% annualized versus 16.7% for SCHG. Worst drawdown: SCHG -34.6% vs VGT -35.1%.

Should I hold both SCHG and VGT?

SCHG and VGT 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 VGT?

65.2% of VGT's money is in holdings SCHG also owns. 65.2% of VGT's is in holdings SCHG also owns. They hold 48 positions in common, counted across the 193 positions we hold weights for in SCHG and 316 in VGT.

Which pays a higher dividend, SCHG or VGT?

SCHG yields 0.37% while VGT yields 0.36%, so SCHG currently pays the higher dividend yield.

Is VGT better than SCHG?

SCHG has a lower expense ratio. VGT led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. SCHG is less concentrated, with 51.0% of the fund in its ten largest positions against 62.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.