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SCHD vs SCHG: Performance & Backtest Comparison
SCHG delivered the higher return - 16.86% CAGR vs 12.86% - over 2011-11-30 → 2026-06-30.
Growth comparison
Drawdown
Annual returns
| SCHD | SCHG | |
|---|---|---|
| Name | Schwab US Dividend Equity ETF | Schwab U.S. Large-Cap Growth ETF |
| CAGR | 12.86% | 16.86% |
| Total return | 489.60% | 883.13% |
| Volatility | 13.50% | 16.39% |
| Max drawdown | -21.54%Mar 2020 | -31.80%Dec 2022 |
| Sharpe | 0.85 | 0.94 |
| Sortino | 1.24 | 1.42 |
| Best year | 32.89% | 50.11% |
| Worst year | -5.56% | -31.80% |
| Final balance | $58,960 | $98,313 |
Correlation of monthly returns: 0.67.
Frequently asked questions
Which has performed better, SCHD or SCHG?
Over 2011-11-30 to 2026-06-30, SCHG performed better: 16.86% annualized versus 12.86% for SCHD, with dividends reinvested. Past performance does not guarantee future results.
How similar are SCHD and SCHG?
Their monthly returns have a correlation of 0.67 over the common period. SCHD is Schwab US Dividend Equity ETF; SCHG is Schwab U.S. Large-Cap Growth ETF.
Which is riskier, SCHD or SCHG?
Over the common period SCHD had 13.50% annualized volatility and a -21.54% max drawdown, versus 16.39% and -31.80% for SCHG.