SCHG: Schwab U.S. Large-Cap Growth ETF returns, drawdowns and risk
Funds that tilt towards companies with faster expected growth, typically technology and consumer names.
Data updated October 2026
SCHG · US exchange · USDCategory: US growth ETFsData from January 2010
From January 2010 to October 2026 SCHG returned 15.4% a year on average with dividends reinvested, in US dollars: $10,000 invested at the start grew to $110,539.
Its deepest fall was 34.9%, from November 2021 to January 2023, and it took about 25 months to get back to the previous high. Annual volatility was 19.7%; at the last close it was 3.7% below its high.
Against SPY (SPDR S&P 500 ETF Trust), over the 201 months both have data, the correlation of monthly returns was 0.95: they moved almost in lockstep. Beta was 1.11. In months when SPY rose, SCHG moved 109% as much on average; in months when SPY fell, 108% as much.
Key figures
- Annual return (CAGR)
- +15.4%
- 1-year return
- +11.9%
- 5 years, a year
- +12.9%
- 10 years, a year
- +18.1%
- Annual volatility
- 19.7%
- Maximum drawdown
- −34.9%
- Sharpe ratio
- 0.76
- Worst year
- 2022: −32.1%
Trailing returns
| Period | SCHG | SPY |
|---|---|---|
| 1 year | +11.9% | +16.6% |
| 3 years, a year | +25.1% | +23.1% |
| 5 years, a year | +12.9% | +12.7% |
| 10 years, a year | +18.1% | +15.4% |
To the last close of October 2026. Periods longer than a year are annualised.
Growth of $10,000: SCHG vs SPY
Month-end values from February 2010, the first month both funds have data.
SCHG drawdowns
Percentage below the previous high, weekly.
Returns by calendar year
| Year | SCHG | SPY |
|---|---|---|
| 2026(partial) | +9.4% | +13.3% |
| 2025 | +17.5% | +17.7% |
| 2024 | +34.6% | +24.9% |
| 2023 | +49.5% | +26.2% |
| 2022 | −32.1% | −18.2% |
| 2021 | +27.6% | +28.7% |
| 2020 | +38.3% | +18.3% |
| 2019 | +34.9% | +31.2% |
| 2018 | −2.4% | −4.6% |
| 2017 | +26.8% | +21.7% |
| 2016 | +5.8% | +12.0% |
| 2015 | +2.2% | +1.2% |
| 2014 | +14.6% | +13.5% |
| 2013 | +32.6% | +32.3% |
| 2012 | +15.5% | +16.0% |
| 2011 | −1.6% | +1.9% |
| 2010(partial) | +14.1% | — |
SCHG compared
How the figures are calculated
Total return in the fund’s trading currency, from end-of-day prices with dividends reinvested on the ex-date. The fund’s own ongoing charges are already reflected in its price; trading costs, taxes and currency conversion are not included. Past returns do not predict future returns.
Sharpe ratio uses the return of short-term government bills in the same currency as the risk-free rate. The growth chart uses month-end values; drawdowns and volatility use daily closes.
Questions
What is the average annual return of SCHG?
From January 2010 to October 2026 SCHG returned 15.4% a year on average (CAGR) with dividends reinvested, in USD. Over the last 5 years: +12.9% a year. Over the last 12 months: +11.9%.
What was the worst drawdown of SCHG?
34.9%, from November 2021 to January 2023; it took about 25 months from the previous high to get back to it.
How volatile is SCHG?
Annual volatility was 19.7% over the period. Its worst month was −13.2% and 65% of months were positive. Worst calendar year: 2022 (−32.1%).
How closely does SCHG follow SPY?
Over 201 months the correlation of monthly returns was 0.95, so they moved almost in lockstep, with a beta of 1.11.
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Other US growth ETFs
Source: MarketStack end-of-day prices, total return with dividends reinvested. Figures are historical and descriptive; they are not forecasts and not investment advice. MEDGE Capital does not recommend buying or selling any instrument. Risk disclaimer.