SCHG vs VUG

Both SCHG and VUG are ETFs. SCHG has a higher 5-year return than VUG (19.04% vs 18.76%). SCHG and VUG have the same expense ratio (0.04%). Below is the comparison between SCHG and VUG.

SCHG VUG
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Issuer Charles Schwab Vanguard
Net Assets $9.12B $48.63B
Expense Ratio 0.04% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.85% 0.94%
Underlying Index Dow Jones U.S. Large Cap Growth Total Stock Market Index CRSP US Large Cap Growth Index
YTD Return 29.80% 30.55%
1-Year Return 41.64% 41.50%
3-Year Return 22.50% 21.74%
5-Year Return 19.04% 18.76%
10-Year Return 16.96% 16.71%

SCHG description

The Fund seeks to track as closely as possible the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Under normal circumstances, the Fund will invest at least 90% of its net assets in stocks that are included in the underlying index.

SCHG performance & returns

YTD Return 29.80%
1-Month Return 5.68%
3-Month Return 13.29%
1-Year Return 41.64%
3-Year Return 22.50%
5-Year Return 19.04%
10-Year Return 16.96%
SCHG expense ratio is 0.04%.

SCHG holdings

Top 10 Holdings (42.46% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.58%
Apple Inc AAPL 9.39%
Amazon.com Inc AMZN 7.15%
Facebook Inc A FB 3.38%
Alphabet Inc A GOOGL 2.67%
Alphabet Inc Class C GOOG 2.60%
Berkshire Hathaway Inc Class B BRK.B 2.19%
Visa Inc Class A V 2.06%
UnitedHealth Group Inc UNH 1.75%
The Home Depot Inc HD 1.69%

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VUG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VUG performance & returns

YTD Return 30.55%
1-Month Return 4.68%
3-Month Return 12.56%
1-Year Return 41.50%
3-Year Return 21.74%
5-Year Return 18.76%
10-Year Return 16.71%
VUG expense ratio is 0.04%.

VUG holdings

Top 10 Holdings (46.49% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 11.42%
Microsoft Corp MSFT 9.70%
Amazon.com Inc AMZN 8.30%
Facebook Inc A FB 4.00%
Alphabet Inc A GOOGL 2.77%
Alphabet Inc Class C GOOG 2.65%
Tesla Inc TSLA 2.10%
Visa Inc Class A V 1.96%
Mastercard Inc A MA 1.82%
NVIDIA Corp NVDA 1.77%

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