VS

Correlation: 99.5%

What is ILCG?

ILCG was created on 2004-06-28 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 2215.03m in AUM and 377 holdings. ILCG tracks a market cap-weighted index of growth stocks", selected from the top 90% of the US market-cap spectrum.

What is SCHG?

SCHG was created on 2009-12-11 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 34838.91m in AUM and 226 holdings. SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index", which selects growth stocks from 750 of the largest U.S. companies by market cap.

Key Details

ILCG
SCHG
Website
www.ishares.com
www.schwabassetmanagement.com
Inception Date

Jun 28, 2004

Dec 11, 2009

Asset Class

Equity

Equity

Investment Segment

Total Market

Large Cap

AUM
$2.23B
$35.50B
Dividend Yield
0.46%
0.48%
Expense Ratio
0.04%
0.04%
Return 1Y
4.07%
4.55%

Holdings

iShares Morningstar Growth ETF - ILCG is made up of 377 holdings. Schwab U.S. Large Cap Growth ETF - SCHG is made up of 225 holdings.

Name
Weight
M
MSFTMicrosoft Corp.

11.18%

N
NVDANVIDIA Corp.

10.25%

A
AMZNAmazon.com, Inc.

7.38%

A
AAPLApple, Inc.

5.84%

M
METAMeta Platforms, Inc.

5.03%

T
TSLATesla, Inc.

3.11%

L
LLYEli Lilly & Co.

2.58%

V
VVisa, Inc.

2.35%

G
GOOGLAlphabet, Inc.

2.14%

A
AVGOBroadcom Inc.

2.04%

G
GOOGAlphabet, Inc.

1.9%

M
MAMastercard, Inc.

1.74%

N
NFLXNetflix, Inc.

1.57%

C
CRMSalesforce, Inc.

0.99%

C
COSTCostco Wholesale Corp.

0.94%

P
PLTRPalantir Technologies, Inc.

0.74%

I
ISRGIntuitive Surgical, Inc.

0.71%

I
INTUIntuit, Inc.

0.68%

N
NOWServiceNow, Inc.

0.67%

A
AMDAdvanced Micro Devices, Inc.

0.66%

U
UBERUber Technologies, Inc.

0.62%

O
ORCLOracle Corp.

0.56%

G
GEGE Aerospace

0.53%

V
VRTXVertex Pharmaceuticals, Inc.

0.49%

P
PGRProgressive Corp.

0.45%

P
PANWPalo Alto Networks, Inc.

0.45%

S
SPGIS&P Global, Inc.

0.41%

B
BKNGBooking Holdings, Inc.

0.39%

B
BSXBoston Scientific Corp.

0.39%

A
ADBEAdobe, Inc.

0.39%

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Stock Correlation

The stocks that are correlated to ILCG - iShares Morningstar Growth ETF are NVDA, AMZN, MSFT, APH, SNPS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
N
NVDANVIDIA Corp.
78.56%$2.48T+18.50%0.04%
A
AMZNAmazon.com, Inc.
77.32%$1.89T-0.88%0.00%
M
MSFTMicrosoft Corp.
76.35%$2.77T-10.71%0.86%
A
APHAmphenol Corp.
75.64%$75.93B+8.88%1.01%
S
SNPSSynopsys, Inc.
75.50%$64.59B-26.34%0.00%
E
ETNEaton Corp. Plc
74.65%$102.19B-18.53%1.55%
M
MKSIMKS Instruments, Inc.
74.30%$4.33B-49.91%1.49%
M
MTSIMACOM Technology Solutions Holdings, Inc.
72.96%$6.85B-6.48%0.00%
K
KLACKLA Corp.
72.59%$82.50B-7.72%1.07%
A
ANETArista Networks, Inc.
72.34%$89.88B-1.28%0.00%
R
RMBSRambus, Inc.
71.78%$4.96B-21.69%0.00%
L
LRCXLam Research Corp.
71.77%$83.72B-31.47%7.74%
Q
QCOMQUALCOMM, Inc.
71.70%$154.20B-17.87%2.53%
C
CDNSCadence Design Systems, Inc.
71.46%$68.28B-18.78%0.00%
A
AMATApplied Materials, Inc.
71.25%$110.09B-33.37%1.24%
E
ENTGEntegris, Inc.
70.72%$10.89B-46.82%0.60%
A
ANSSANSYS, Inc.
70.64%$27.21B-9.01%0.00%
A
AEISAdvanced Energy Industries, Inc.
70.64%$3.16B-13.91%0.50%
M
MPWRMonolithic Power Systems, Inc.
70.52%$23.87B-22.46%1.15%
M
MRVLMarvell Technology, Inc.
70.43%$48.19B-21.50%0.47%

The stocks that are correlated to SCHG - Schwab U.S. Large Cap Growth ETF are AMZN, NVDA, MSFT, SNPS, MKSI

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMZNAmazon.com, Inc.
77.47%$1.89T-0.88%0.00%
N
NVDANVIDIA Corp.
77.09%$2.48T+18.50%0.04%
M
MSFTMicrosoft Corp.
76.86%$2.77T-10.71%0.86%
S
SNPSSynopsys, Inc.
75.24%$64.59B-26.34%0.00%
M
MKSIMKS Instruments, Inc.
73.16%$4.33B-49.91%1.49%
A
APHAmphenol Corp.
73.03%$75.93B+8.88%1.01%
M
MTSIMACOM Technology Solutions Holdings, Inc.
72.32%$6.85B-6.48%0.00%
E
ETNEaton Corp. Plc
72.01%$102.19B-18.53%1.55%
K
KLACKLA Corp.
71.27%$82.50B-7.72%1.07%
C
CDNSCadence Design Systems, Inc.
70.89%$68.28B-18.78%0.00%
Q
QCOMQUALCOMM, Inc.
70.73%$154.20B-17.87%2.53%
A
ANETArista Networks, Inc.
70.71%$89.88B-1.28%0.00%
R
RMBSRambus, Inc.
70.65%$4.96B-21.69%0.00%
L
LRCXLam Research Corp.
70.61%$83.72B-31.47%7.74%
A
ANSSANSYS, Inc.
70.53%$27.21B-9.01%0.00%
A
AMATApplied Materials, Inc.
69.74%$110.09B-33.37%1.24%
A
AEISAdvanced Energy Industries, Inc.
69.39%$3.16B-13.91%0.50%
E
ENTGEntegris, Inc.
69.33%$10.89B-46.82%0.60%
A
ARMArm Holdings Plc
69.28%$103.00B-19.91%0.00%
M
MPWRMonolithic Power Systems, Inc.
69.07%$23.87B-22.46%1.15%

ETF Correlation

The ETFs that are correlated to ILCG - iShares Morningstar Growth ETF are IVW, VONG, SPYG, IWF, SCHG

Name
Correlation
AUM
Expense Ratio
I
IVWiShares S&P 500 Growth ETF
99.51%$52.06B0.18%
V
VONGVanguard Russell 1000 Growth Index ETF
99.50%$24.78B0.07%
S
SPYGSPDR Portfolio S&P 500 Growth ETF
99.48%$31.06B0.04%
I
IWFiShares Russell 1000 Growth ETF
99.47%$98.01B0.19%
S
SCHGSchwab U.S. Large Cap Growth ETF
99.45%$35.50B0.04%
I
IUSGiShares Core S&P U.S.Growth ETF
99.43%$19.79B0.04%
V
VOOGVanguard S&P 500 Growth ETF
99.40%$14.68B0.07%
V
VUGVanguard Growth ETF
99.38%$147.56B0.04%
Q
QGRWWisdomTree U.S. Quality Growth Fund
99.20%$887.60M0.28%
J
JGROTraded Fund Trust JPMorgan Active Growth ETF
99.15%$4.91B0.44%
M
MGKVanguard Mega Cap Growth ETF
99.08%$22.78B0.07%
I
IWYiShares Russell Top 200 Growth ETF
99.03%$11.89B0.2%
T
TCHPT. Rowe Price Blue Chip Growth ETF
98.82%$1.03B0.57%
O
ONEQFidelity Nasdaq Composite Index ETF
98.74%$6.87B0.21%
Q
QQQInvesco QQQ Trust Series 1
98.54%$298.82B0.2%
Q
QQQMTraded Fund Trust II Invesco NASDAQ 100 ETF
98.53%$40.09B0.15%
T
TMFCMotley Fool 100 Index ETF
98.38%$1.18B0.5%
W
WINNHarbor Long Term Growers ETF
98.38%$687.24M0.57%
X
XLGInvesco S&P 500 Top 50 ETF
98.31%$8.03B0.2%
S
SPUSSP Funds S&P 500 Sharia Industry Exclusions ETF
98.28%$1.10B0.45%

The ETFs that are correlated to SCHG - Schwab U.S. Large Cap Growth ETF are VONG, IWF, VUG, MGK, SPYG

Name
Correlation
AUM
Expense Ratio
V
VONGVanguard Russell 1000 Growth Index ETF
99.70%$24.78B0.07%
I
IWFiShares Russell 1000 Growth ETF
99.68%$98.01B0.19%
V
VUGVanguard Growth ETF
99.68%$147.56B0.04%
M
MGKVanguard Mega Cap Growth ETF
99.48%$22.78B0.07%
S
SPYGSPDR Portfolio S&P 500 Growth ETF
99.47%$31.06B0.04%
I
IVWiShares S&P 500 Growth ETF
99.47%$52.06B0.18%
I
ILCGiShares Morningstar Growth ETF
99.45%$2.23B0.04%
I
IWYiShares Russell Top 200 Growth ETF
99.45%$11.89B0.2%
I
IUSGiShares Core S&P U.S.Growth ETF
99.36%$19.79B0.04%
V
VOOGVanguard S&P 500 Growth ETF
99.35%$14.68B0.07%
Q
QGRWWisdomTree U.S. Quality Growth Fund
99.25%$887.60M0.28%
T
TCHPT. Rowe Price Blue Chip Growth ETF
98.98%$1.03B0.57%
O
ONEQFidelity Nasdaq Composite Index ETF
98.96%$6.87B0.21%
T
TMFCMotley Fool 100 Index ETF
98.94%$1.18B0.5%
X
XLGInvesco S&P 500 Top 50 ETF
98.88%$8.03B0.2%
J
JGROTraded Fund Trust JPMorgan Active Growth ETF
98.88%$4.91B0.44%
Q
QQQInvesco QQQ Trust Series 1
98.66%$298.82B0.2%
Q
QQQMTraded Fund Trust II Invesco NASDAQ 100 ETF
98.63%$40.09B0.15%
W
WINNHarbor Long Term Growers ETF
98.45%$687.24M0.57%
S
SPUSSP Funds S&P 500 Sharia Industry Exclusions ETF
98.40%$1.10B0.45%

Holding Overlap

ILCG - iShares Morningstar Growth ETF and SCHG - Schwab U.S. Large Cap Growth ETF have a 171 holding overlap. Which accounts for a 77.7% overlap.

Number of overlapping holdings

171

% of overlapping holdings

77.74%

Name
Weight in ILCG
Weight in SCHG
M
MSFTMicrosoft Corporation
11.18%9.38%
N
NVDANVIDIA Corp
10.25%8.93%
A
AMZNAmazon.com Inc.
7.38%6.11%
A
AAPLApple Inc
5.84%11.11%
M
METAMeta Platforms Inc - Ordinary Shares - Class A
5.03%4.22%
T
TSLATesla Inc
3.11%3.19%
L
LLYLilly(Eli) & Co
2.58%2.60%
V
VVisa Inc - Ordinary Shares - Class A
2.35%2.41%
G
GOOGLAlphabet Inc - Ordinary Shares - Class A
2.14%3.02%
A
AVGOBroadcom Inc
2.04%3.26%

News

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Growth stocks led equity markets in Q4 2024, particularly in the U.S., despite elevated valuations that spark sustainability concerns.

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After a period of value outperformance from Sept. 2020 through 2022, growth returned in favor through 2023 and much of 2024. But that doesn’t mean investors should only be invested in growth

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Monthly Market Recap: Post-Election Positioning

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iShares Morningstar Growth ETF fund focuses on mid- and large-cap growth stocks. Read why ILCG has the potential to continue to outperform the broader markets.

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Building a personal ETF with business development companies can outperform the market. Read more to see my recommendations.

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October’s strong US employment report supports expectations of a soft landing and continued economic expansion, crucial for multi-asset strategies.

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Vanguard Mega Cap Growth Index Fund ETF is a top pick for high-growth AI and tech exposure. MGK focuses on a smaller number of high-growth tech stocks. See more here.

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Economic uncertainty is rising. Click here to read two ETFs investors should consider during heightened uncertainty.

SeekingAlpha

SCHG and VUG ETFs are top choices amid AI spending is expected to grow significantly, with higher valuations. Click here for a detailed analysis.

SeekingAlpha

Schwab U.S. Large-Cap Growth ETF delivers 828% return since 2009. Learn why SCHG offers a growth-focused strategy to outperform in changing market conditions.

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SCHG ETF has potential with a 14% upside amid valuation declines. Read here to learn about its low expense ratio, performance, and risks.

SeekingAlpha

Focusing on dividends or total return are two distinct strategies that offer their own set of pros and cons.

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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