SCHD vs. SCHG - ETF Comparison
SCHD - Schwab US Dividend Equity ETF
The Schwab US Dividend Equity ETF (SCHD) is an exchange-traded fund that tracks the Dow Jones U.S. Dividend 100 Index, providing exposure to high-dividend yielding US equities. The fund's unique approach selects companies with a long history of dividend distributions, considering factors such as dividend growth and yield, resulting in a portfolio with a substantial upgrade in payout compared to the broader market. This ETF can be used as a core holding for US equity exposure or as a complement to a more broadly-based fund to derive greater yield, offering a cost-effective solution for investors seeking income generation.
SCHG - Schwab U.S. Large-Cap Growth ETF
The Schwab U.S. Large-Cap Growth ETF (SCHG) tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index, providing investors with exposure to large-cap growth companies in the US equity market. The fund offers a diversified portfolio of approximately 500 holdings, with a focus on technology, industrials, healthcare, energy, and consumer goods. This ETF is suitable for investors seeking long-term capital appreciation and willing to take on the associated risks of growth stocks.
| SCHD | SCHG | |
|---|---|---|
| Fund Name | Schwab US Dividend Equity ETF | Schwab U.S. Large-Cap Growth ETF |
| Fund Provider | Charles Schwab | Charles Schwab |
| Index | Dow Jones U.S. Dividend 100 Index | Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.06% | 0.04% |
| Inception Date | 2011-10-20 | 2009-12-11 |
| Number Of Holdings | 101 | 249 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Growth |
| Market Cap | Large-Cap | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.