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SCHG: Schwab U.S. Large-Cap Growth ETF (ETF)
Basic Info 33.75 1.04(2.99%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 12/11/2009 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 0.46% |
| Expenses | 0.04% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/11/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.9 | 3.6 | 21.9 | 23.9 | 15.0 | 18.5 | 16.4 | 16.4 | 17.5 | 35.0 | 50.1 | -31.8 | 28.1 | 39.1 | 36.0 | -1.4 | 28.0 | 6.6 | 3.2 | 15.8 | 34.0 | 16.9 | -0.7 | 16.9 | 2.6 |
| Sharpe Ratio | NA | 0.34 | 1.21 | 1.07 | 0.56 | 0.78 | NA | 0.78 | 0.63 | 1.78 | 2.75 | -1.03 | 1.57 | 1.07 | 2.49 | -0.14 | 3.66 | 0.44 | 0.21 | 1.29 | 3.01 | 1.21 | -0.03 | 0.91 | 5.32 |
| Draw Down(%) | NA | 14.5 | 16.4 | 23.4 | 34.6 | 34.6 | NA | 34.6 | 23.2 | 12.4 | 10.1 | 33.9 | 10.2 | 32.4 | 7.7 | 21.6 | 2.2 | 12.9 | 11.9 | 7.7 | 5.8 | 10.5 | 20.6 | 16.3 | 1.2 |
| Standard Deviation(%) | NA | 17.7 | 15.8 | 19.3 | 22.3 | 21.6 | NA | 19.8 | 23.4 | 17.6 | 17.0 | 32.5 | 17.9 | 36.1 | 13.9 | 19.4 | 7.5 | 14.2 | 15.6 | 12.3 | 11.3 | 14.0 | 24.7 | 18.5 | 12.4 |
| Treynor Ratio | NA | 0.07 | 0.21 | 0.23 | 0.14 | 0.19 | NA | 0.17 | 0.16 | 0.35 | 0.53 | -0.39 | 0.35 | 0.39 | 0.54 | -0.03 | 0.33 | 0.07 | 0.03 | 0.18 | 0.37 | 0.18 | -0.01 | 0.18 | 0.67 |
| Alpha | NA | 0.03 | 0.04 | 0.02 | 0.03 | 0.01 | NA | 0.01 | 0.01 | 0.02 | 0.03 | 0.02 | 0.06 | -0.05 | 0.02 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.03 |
| Beta | NA | 0.91 | 0.91 | 0.91 | 0.88 | 0.89 | NA | 0.9 | 0.94 | 0.9 | 0.89 | 0.87 | 0.79 | 0.99 | 0.64 | 0.91 | 0.83 | 0.94 | 0.95 | 0.88 | 0.91 | 0.94 | 0.92 | 0.95 | 0.98 |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.96 | 0.94 | NA | 0.95 | 0.98 | 0.98 | 0.96 | 0.97 | 0.9 | 0.97 | 0.71 | 0.97 | 0.9 | 0.95 | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.97 | 0.88 |
| Yield(%) | N/A | 0.1 | 0.5 | 0.4 | 0.3 | 1.0 | 1.7 | N/A | 0.4 | 0.4 | 0.7 | 0.2 | 0.5 | 0.7 | 1.1 | 1.2 | 1.3 | 0.9 | 1.2 | 1.3 | 1.4 | 1.6 | 1.0 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | -69.2 | -54.3 | -49.6 | -51.6 | N/A | N/A | N/A | -66.2 | -10.3 | 26.2 | -55.9 | 3.3 | -12.2 | -13.0 | 22.9 | 58.5 | -30.1 | 14.0 | 16.5 | 3.4 | 54.1 | 41.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2009
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