Schwab Large-Cap Growth ETF Posts 17.9% One-Year Return, 45% Tech Allocation
The Schwab U.S. Large-Cap Growth ETF (SCHG) posted a 17.88% one-year return, grew $1,000 to $2,036 over five years, and recorded a 5-year max drawdown of 34.59% with a beta of 1.17. Its 198-stock portfolio is 45% technology and allocates 29% to Nvidia, Apple and Microsoft.
1. Decade-Long Outperformance
Over the past ten years, SCHG has delivered a total return of 441%, compared with 270% for the S&P 500. This 171-percentage point lead reflects the fund’s heavy tilt toward fast-growing large-cap stocks. With a rock-bottom expense ratio of 0.04%, SCHG has captured substantial capital appreciation without imposing meaningful drag from fees.
2. Portfolio Composition and Size
SCHG holds 198 U.S. large-cap growth companies, with approximately 45% of assets in technology, 16% in communication services and 13% in consumer discretionary. Its top three positions—Nvidia, Apple and Microsoft—together constitute about 29% of assets. Total assets under management stand near $53 billion, providing ample liquidity for institutional and retail investors alike.
3. Risk Profile and Short-Term Performance
Over the past year, SCHG returned 17.88% while exhibiting a beta of 1.17 versus the S&P 500 and a maximum five-year drawdown of 34.59%. A hypothetical $1,000 investment five years ago would now be worth $2,036. Investors should expect greater volatility in down markets compared with broad-market benchmarks, but enjoy enhanced upside when growth stocks lead.