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DUSG vs SCHG

U.S. Small Cap Growth Portfolio: ETF Class Shares vs Schwab U.S. Large-Cap Growth ETF

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

Key differences

  • SCHG costs 0.28% less per year.
  • SCHG is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

DUSGSCHG
Annual cost (TER)0.32%0.04%
Fund size (AUM)$1.9B$55.6B
Since20122009
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+27.0%
CAGR 3YN/A+27.2%
CAGR 5YN/A+16.1%
Sharpe 3YN/A1.15
Volatility 1Y15.60%
Max drawdown-4.19%-34.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DUSG and SCHG