Screener
GROZ vs SCHG
Zacks Focus Growth ETF vs Schwab U.S. Large-Cap Growth ETF
Key differences
Both GROZ and SCHG are equity ETFs. GROZ charges 0.55% a year and SCHG 0.04%. The main difference: GROZ follows a active selection strategy; SCHG uses index tracking.
- GROZ follows a active selection strategy; SCHG uses index tracking.
- SCHG costs 0.51% less per year.
- SCHG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
- SCHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GROZ | SCHG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.04% |
| Fund size (AUM) | $90M | $61.1B |
| Since | 2024 | 2009 |
| Dividend yield | 0.04% | 0.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.8% | +20.9% |
| CAGR 3Y | N/A | +24.9% |
| CAGR 5Y | N/A | +15.0% |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | 15.54% | 15.79% |
| Max drawdown | -23.33% | -34.59% |
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