SCHG vs MGK.
Schwab U.S. Large-Cap Growth ETF (Dow Jones U.S. Large-Cap Growth) against Vanguard Mega Cap Growth ETF (CRSP US Mega Cap Growth) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| SCHG | MGK | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +7.02% | — |
| 1Y CAGR | — | +18.8% | — |
| 3Y CAGR | — | +22.9% | — |
| 5Y CAGR | — | +13.9% | — |
| 10Y CAGR | — | +18.6% | — |
| Since inception CAGR | — | +13.6% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is SCHG minus MGK. MGK since-inception measured from first available bar December 27, 2007. Since-inception spans differ — compare that row with care.
| SCHG | MGK | |
|---|---|---|
| Name | Schwab U.S. Large-Cap Growth ETF | Vanguard Mega Cap Growth Index Fund |
| Category | Large Growth | Large Growth |
| Style | Passive | Passive |
| Expense ratio | 0.04% | 0.07% |
| Assets (AUM) | $59.1B | $33.3B |
| Dividend yield | 0.39% | 0.33% |
| Avg volume (3-mo) | 10.5M | 1.7M |
| Inception | December 11, 2009 | December 17, 2007 |
| Benchmark proxy | S&P 500 | S&P 500 |
SCHG costs 0.03 pp less per year — about $3.00 per $10,000 invested.
| Shared holding | SCHG | MGK | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 10.02% | 13.22% | 10.02% |
| AAPLApple Inc | 8.78% | 12.12% | 8.78% |
| MSFTMicrosoft Corp | 5.81% | 7.48% | 5.81% |
| AMZNAmazon.com Inc | 4.99% | 4.44% | 4.44% |
| GOOGLAlphabet Inc Class A | 4.40% | 5.89% | 4.40% |
| AVGOBroadcom Inc | 3.74% |