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SCHG vs IWY

Schwab U.S. Large-Cap Growth ETF vs iShares Russell Top 200 Growth ETF

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

Key differences

  • SCHG costs 0.16% less per year.
  • SCHG is significantly larger than IWY — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SCHGIWY
Annual cost (TER)0.04%0.20%
Fund size (AUM)$55.6B$16.5B
Since20092009
Dividend yield0.38%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.0%+28.6%
CAGR 3Y+27.2%+27.2%
CAGR 5Y+16.1%+16.7%
Sharpe 3Y1.151.16
Volatility 1Y15.60%15.63%
Max drawdown-34.59%-32.68%

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

Similar to SCHG and IWY