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SCHG vs NUMG

Schwab U.S. Large-Cap Growth ETF vs Nuveen ESG Mid-Cap Growth ETF

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

NUMG

Nuveen ESG Mid-Cap Growth ETF

Nuveen

Annual cost

0.31%

Fund size

$354M

Key differences

  • SCHG costs 0.27% less per year.
  • SCHG is significantly larger than NUMG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHG has delivered higher annualized returns.
  • SCHG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHGNUMG
Annual cost (TER)0.04%0.31%
Fund size (AUM)$55.6B$354M
Since20092016
Dividend yield0.38%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.0%-1.4%
CAGR 3Y+27.2%+8.0%
CAGR 5Y+16.1%+1.0%
Sharpe 3Y1.150.31
Volatility 1Y15.60%17.94%
Max drawdown-34.59%-38.85%

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

Similar to SCHG and NUMG