Screener
SCHG vs NBGX
Schwab U.S. Large-Cap Growth ETF vs Neuberger Growth ETF
Key differences
- SCHG costs 0.40% less per year.
- SCHG is significantly larger than NBGX — larger funds tend to be more liquid and less likely to close.
- SCHG is classified as equity, while NBGX is alternative — different risk/return profiles.
- SCHG follows a index tracking strategy; NBGX uses option income.
- SCHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHG | NBGX | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.44% |
| Fund size (AUM) | $55.6B | $14M |
| Since | 2009 | 2024 |
| Dividend yield | 0.38% | 0.27% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +27.0% | +21.1% |
| CAGR 3Y | +27.2% | N/A |
| CAGR 5Y | +16.1% | N/A |
| Sharpe 3Y | 1.15 | N/A |
| Volatility 1Y | 15.60% | 14.30% |
| Max drawdown | -34.59% | -21.55% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SCHG and NBGX
Explore further