SCHG vs IWF.
Schwab U.S. Large-Cap Growth ETF (Dow Jones U.S. Large-Cap Growth) against iShares Russell 1000 Growth ETF (Russell 1000 Growth) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| SCHG | IWF | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +2.61% | — |
| 1Y CAGR | — | +12.8% | — |
| 3Y CAGR | — | +20.5% | — |
| 5Y CAGR | — | +12.7% | — |
| 10Y CAGR | — | +17.7% | — |
| Since inception CAGR | — | +8.35% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is SCHG minus IWF. IWF since-inception measured from first available bar May 26, 2000. Since-inception spans differ — compare that row with care.
| SCHG | IWF | |
|---|---|---|
| Name | Schwab U.S. Large-Cap Growth ETF | iShares Russell 1000 Growth ETF |
| Category | Large Growth | Large Growth |
| Style | Passive | Passive |
| Expense ratio | 0.04% | 0.19% |
| Assets (AUM) | $59.1B | $128.9B |
| Dividend yield | 0.39% | 0.35% |
| Avg volume (3-mo) | 10.5M | 5.3M |
| Inception | December 11, 2009 | May 22, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
SCHG costs 0.15 pp less per year — about $15.00 per $10,000 invested.
| Shared holding | SCHG | IWF | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 10.02% | 13.83% | 10.02% |
| AAPLApple Inc | 8.78% | 6.72% | 6.72% |
| GOOGLAlphabet Inc Class A | 4.40% | 6.17% | 4.40% |
| MSFTMicrosoft Corp | 5.81% | 4.11% | 4.11% |
| AVGOBroadcom Inc | 3.74% | 5.21% | 3.74% |
| GOOGAlphabet Inc Class C | 3.52% |