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SGRT vs SCHG

SMART Earnings Growth 30 ETF vs Schwab U.S. Large-Cap Growth ETF

SGRT

SMART Earnings Growth 30 ETF

Annual cost

Fund size

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

Key differences

  • SGRT follows a active selection strategy; SCHG uses index tracking.

Side-by-side comparison

SGRTSCHG
Annual cost (TER)0.04%
Fund size (AUM)$55.6B
Since2009
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.8%
CAGR 3YN/A+26.9%
CAGR 5YN/A+16.3%
Sharpe 3YN/A1.14
Volatility 1Y15.57%
Max drawdown-17.87%-34.59%

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

Similar to SGRT and SCHG