Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SCHG (Schwab U.S. Large-Cap Growth ETF) -12.02% 9.13% 12.30% 18.29% 14.47% 14.80% NA 15.64%
More Performance Analytics Comparison
Name Start Date End Date
SCHG (Schwab U.S. Large-Cap Growth ETF) 12/11/2009 04/15/2025
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 12/11/2009.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 10.10 9.13 12.30 18.29 14.47 14.80 NA 15.64 -12.02 34.96 50.10 -31.80 28.12 39.15 36.02 -1.36 28.04 6.55 3.24 15.81 34.05 16.89 -0.74 16.86 2.64
Sharpe Ratio NA -6.44 30.69 68.62 59.02 NA NA 70.75 -115.57 160.75 271.71 -102.56 156.93 107.33 249.10 -13.83 366.05 44.55 20.55 128.69 300.66 121.32 -3.12 90.93 532.22
Standard Deviation(%) NA 24.42 24.12 23.34 21.59 NA NA 20.01 35.78 17.65 17.04 32.46 17.90 36.09 13.89 19.39 7.52 14.25 15.62 12.27 11.31 14.00 24.66 18.45 12.37
Draw Down(%) NA 23.47 24.27 34.59 34.59 NA NA 34.59 23.26 12.36 10.08 33.94 10.15 32.39 7.66 21.59 2.21 12.91 11.95 7.71 5.84 10.48 20.57 16.25 1.22
Yield(%) 0.00 0.28 0.46 0.52 1.05 1.85 1.56 2.08 0.00 0.42 0.70 0.18 0.55 0.71 1.11 1.23 1.27 0.87 1.25 1.26 1.39 1.56 1.00 0.81 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHG (Schwab U.S. Large-Cap Growth ETF) 6.73%
Dec 2019 - Dec 2022 		9.26%
Mar 2015 - Mar 2020 		12.50%
Mar 2010 - Mar 2020 		15.21%
Mar 2010 - Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCHG (Schwab U.S. Large-Cap Growth ETF) 34.35%
Dec 2018 - Dec 2021 		25.56%
Oct 2016 - Oct 2021 		19.86%
Sep 2011 - Sep 2021 		16.94%
Jan 2010 - Jan 2025
Annualized Rolling Returns Comparison Chart