SCHG was created on 2009-12-11 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 43997.87m in AUM and 229 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.
IWF was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 111035.51m in AUM and 386 holdings. IWF tracks an index of US large- and mid-cap stocks selected from the Russell 1000 Index with the highest growth characteristics", based on Russell's style methodology.
Key Details
Dec 11, 2009
May 22, 2000
Equity
Equity
Large Cap
Large Cap
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.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
UTZ | -0.04% | $1.20B | -8.06% | 1.73% |
ADC | -0.11% | $7.97B | +10.90% | 4.20% |
AGL | 0.18% | $931.39M | -65.60% | 0.00% |
BGS | -0.25% | $335.95M | -47.24% | 18.14% |
FE | 0.27% | $23.35B | +4.12% | 4.24% |
VRCA | 0.35% | $75.38M | -90.26% | 0.00% |
CNC | -0.51% | $15.25B | -53.58% | 0.00% |
IMNN | -0.57% | $10.57M | -63.89% | 0.00% |
BTI | -0.57% | $112.32B | +59.44% | 5.94% |
IMDX | 0.85% | $81.22M | -15.48% | 0.00% |
HUSA | -0.87% | $20.46M | -9.15% | 0.00% |
FTS | -1.15% | $23.68B | +19.49% | 3.68% |
PEP | 1.16% | $185.88B | -17.26% | 4.07% |
MSIF | 1.27% | $772.77M | +36.75% | 7.52% |
DFDV | 1.46% | $361.15M | +2,667.20% | 0.00% |
VHC | 1.67% | $74.47M | +193.32% | 0.00% |
PG | 1.69% | $360.50B | -6.57% | 2.66% |
MOH | 1.73% | $11.87B | -22.90% | 0.00% |
AQB | 1.94% | $3.12M | -54.47% | 0.00% |
FDP | -2.03% | $1.62B | +52.79% | 3.28% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMZN | 82.83% | $2.40T | +17.11% | 0.00% |
NVDA | 81.81% | $4.00T | +27.74% | 0.02% |
MKSI | 80.98% | $7.02B | -26.62% | 0.82% |
META | 80.56% | $1.81T | +45.30% | 0.29% |
ETN | 80.45% | $140.98B | +10.17% | 1.08% |
MSFT | 80.20% | $3.74T | +10.81% | 0.64% |
BN | 79.19% | $105.26B | +38.58% | 0.53% |
BNT | 78.71% | $12.84B | +38.78% | 0.00% |
ITT | 78.19% | $12.44B | +15.16% | 0.85% |
JHG | 77.71% | $6.54B | +16.03% | 3.79% |
PH | 77.58% | $90.99B | +30.72% | 0.94% |
KKR | 77.53% | $124.18B | +21.29% | 0.51% |
APH | 77.41% | $121.21B | +43.75% | 0.66% |
ARES | 77.35% | $39.40B | +23.54% | 2.29% |
AEIS | 77.16% | $5.33B | +23.02% | 0.28% |
COHR | 77.09% | $14.69B | +18.98% | 0.00% |
LRCX | 77.05% | $127.43B | -6.82% | 2.93% |
AMD | 76.85% | $237.11B | -18.68% | 0.00% |
ADI | 76.84% | $120.82B | +2.41% | 1.56% |
APO | 76.70% | $84.88B | +21.25% | 1.28% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
WEAT | 0.05% | $124.92M | 0.28% | |
BSMR | -0.11% | $258.73M | 0.18% | |
SPMB | 0.14% | $6.20B | 0.04% | |
TIPX | 0.14% | $1.74B | 0.15% | |
NYF | -0.19% | $885.33M | 0.25% | |
SUB | 0.19% | $9.98B | 0.07% | |
BOND | 0.27% | $5.62B | 0.7% | |
FMB | -0.34% | $1.89B | 0.65% | |
GNMA | 0.48% | $375.09M | 0.1% | |
JMBS | 0.52% | $5.89B | 0.22% | |
BIV | -0.57% | $23.28B | 0.03% | |
UITB | -0.60% | $2.34B | 0.39% | |
ISTB | -0.60% | $4.41B | 0.06% | |
ITM | 0.67% | $1.87B | 0.18% | |
IBMN | 0.70% | $445.33M | 0.18% | |
BAB | -0.76% | $929.95M | 0.28% | |
VMBS | 0.84% | $14.36B | 0.03% | |
TLT | 0.84% | $48.05B | 0.15% | |
UBND | -0.94% | $1.02B | 0.4% | |
GOVZ | 0.97% | $271.00M | 0.1% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWF | 99.79% | $112.36B | 0.19% | |
VONG | 99.76% | $29.67B | 0.07% | |
VUG | 99.75% | $177.37B | 0.04% | |
ILCG | 99.62% | $2.79B | 0.04% | |
SPYG | 99.59% | $38.23B | 0.04% | |
MGK | 99.59% | $27.62B | 0.07% | |
IWY | 99.58% | $14.13B | 0.2% | |
IVW | 99.57% | $61.05B | 0.18% | |
IUSG | 99.54% | $23.64B | 0.04% | |
QGRW | 99.53% | $1.54B | 0.28% | |
VOOG | 99.46% | $18.22B | 0.07% | |
TCHP | 99.31% | $1.42B | 0.57% | |
ONEQ | 99.29% | $8.16B | 0.21% | |
TMFC | 99.22% | $1.51B | 0.5% | |
XLG | 99.21% | $9.56B | 0.2% | |
QQQ | 99.20% | $354.12B | 0.2% | |
QQQM | 99.20% | $53.98B | 0.15% | |
JGRO | 99.17% | $6.49B | 0.44% | |
SPUS | 98.69% | $1.36B | 0.45% | |
SFY | 98.58% | $508.29M | 0.05% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -29.30% | $24.71B | +36.77% | 1.07% |
ED | -27.38% | $36.39B | +11.91% | 3.34% |
AWK | -25.03% | $27.95B | +5.15% | 2.18% |
DUK | -15.32% | $91.66B | +11.97% | 3.55% |
JNJ | -15.04% | $377.32B | +5.08% | 3.20% |
CME | -14.51% | $99.84B | +44.13% | 1.75% |
WTRG | -14.15% | $10.61B | -4.25% | 3.45% |
EXC | -13.78% | $43.84B | +22.86% | 3.60% |
AEP | -13.62% | $56.10B | +15.48% | 3.51% |
MO | -13.62% | $97.92B | +21.81% | 7.02% |
KR | -12.96% | $47.78B | +38.66% | 1.78% |
SO | -12.54% | $101.86B | +15.78% | 3.13% |
AMT | -12.50% | $103.82B | +6.20% | 3.01% |
BCE | -12.23% | $22.02B | -26.94% | 10.19% |
K | -11.99% | $27.64B | +41.46% | 2.87% |
MKTX | -11.82% | $8.15B | -1.09% | 1.39% |
TU | -9.34% | $24.99B | +5.67% | 7.03% |
MSEX | -8.92% | $998.16M | -4.33% | 2.43% |
DG | -8.91% | $25.17B | -9.90% | 2.08% |
GIS | -8.80% | $27.65B | -18.92% | 4.74% |
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.62% | $94.90M | 0.59% | |
VIXY | -77.78% | $200.94M | 0.85% | |
VIXM | -71.67% | $22.99M | 0.85% | |
BTAL | -71.05% | $310.24M | 1.43% | |
IVOL | -43.08% | $341.06M | 1.02% | |
SPTS | -35.04% | $5.78B | 0.03% | |
FXY | -33.83% | $798.58M | 0.4% | |
XONE | -32.23% | $629.16M | 0.03% | |
FTSD | -31.15% | $233.24M | 0.25% | |
UTWO | -30.20% | $376.64M | 0.15% | |
SCHO | -29.31% | $10.92B | 0.03% | |
VGSH | -29.01% | $22.70B | 0.03% | |
IBTG | -25.31% | $1.93B | 0.07% | |
IBTI | -25.22% | $1.07B | 0.07% | |
IBTH | -23.82% | $1.62B | 0.07% | |
XHLF | -23.70% | $1.73B | 0.03% | |
IBTJ | -23.17% | $689.78M | 0.07% | |
BILS | -21.67% | $3.80B | 0.1356% | |
IEI | -21.21% | $15.68B | 0.15% | |
IBTK | -20.20% | $449.08M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ADC | -0.02% | $7.97B | +10.90% | 4.20% |
UTZ | -0.19% | $1.20B | -8.06% | 1.73% |
VRCA | 0.37% | $75.38M | -90.26% | 0.00% |
BTI | -0.58% | $112.32B | +59.44% | 5.94% |
MOH | 0.68% | $11.87B | -22.90% | 0.00% |
IMDX | 0.70% | $81.22M | -15.48% | 0.00% |
BGS | 0.72% | $335.95M | -47.24% | 18.14% |
FTS | -0.78% | $23.68B | +19.49% | 3.68% |
HUSA | -0.78% | $20.46M | -9.15% | 0.00% |
ALHC | 1.03% | $2.65B | +49.22% | 0.00% |
IMNN | -1.16% | $10.57M | -63.89% | 0.00% |
DFDV | 1.18% | $361.15M | +2,667.20% | 0.00% |
MSIF | 1.32% | $772.77M | +36.75% | 7.52% |
FE | 1.34% | $23.35B | +4.12% | 4.24% |
AGL | -1.79% | $931.39M | -65.60% | 0.00% |
CNC | -1.80% | $15.25B | -53.58% | 0.00% |
CPB | -1.81% | $9.16B | -32.65% | 5.03% |
PEP | 1.94% | $185.88B | -17.26% | 4.07% |
FDP | -1.97% | $1.62B | +52.79% | 3.28% |
AQB | 1.99% | $3.12M | -54.47% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -29.41% | $24.71B | +36.77% | 1.07% |
ED | -26.95% | $36.39B | +11.91% | 3.34% |
AWK | -24.27% | $27.95B | +5.15% | 2.18% |
DUK | -14.96% | $91.66B | +11.97% | 3.55% |
JNJ | -14.83% | $377.32B | +5.08% | 3.20% |
CME | -14.19% | $99.84B | +44.13% | 1.75% |
WTRG | -13.99% | $10.61B | -4.25% | 3.45% |
KR | -13.33% | $47.78B | +38.66% | 1.78% |
MO | -13.21% | $97.92B | +21.81% | 7.02% |
EXC | -13.11% | $43.84B | +22.86% | 3.60% |
AEP | -12.86% | $56.10B | +15.48% | 3.51% |
K | -12.24% | $27.64B | +41.46% | 2.87% |
SO | -11.89% | $101.86B | +15.78% | 3.13% |
BCE | -11.81% | $22.02B | -26.94% | 10.19% |
AMT | -11.66% | $103.82B | +6.20% | 3.01% |
MKTX | -11.02% | $8.15B | -1.09% | 1.39% |
MSEX | -9.19% | $998.16M | -4.33% | 2.43% |
TU | -8.77% | $24.99B | +5.67% | 7.03% |
DG | -8.23% | $25.17B | -9.90% | 2.08% |
GIS | -7.99% | $27.65B | -18.92% | 4.74% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VONG | 99.92% | $29.67B | 0.07% | |
VUG | 99.84% | $177.37B | 0.04% | |
SCHG | 99.79% | $44.82B | 0.04% | |
IWY | 99.78% | $14.13B | 0.2% | |
MGK | 99.74% | $27.62B | 0.07% | |
SPYG | 99.66% | $38.23B | 0.04% | |
IVW | 99.64% | $61.05B | 0.18% | |
ILCG | 99.63% | $2.79B | 0.04% | |
QGRW | 99.61% | $1.54B | 0.28% | |
IUSG | 99.58% | $23.64B | 0.04% | |
VOOG | 99.54% | $18.22B | 0.07% | |
TCHP | 99.32% | $1.42B | 0.57% | |
XLG | 99.31% | $9.56B | 0.2% | |
ONEQ | 99.28% | $8.16B | 0.21% | |
QQQ | 99.26% | $354.12B | 0.2% | |
QQQM | 99.26% | $53.98B | 0.15% | |
TMFC | 99.26% | $1.51B | 0.5% | |
JGRO | 99.25% | $6.49B | 0.44% | |
SPUS | 98.92% | $1.36B | 0.45% | |
WINN | 98.71% | $933.71M | 0.57% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMZN | 82.86% | $2.40T | +17.11% | 0.00% |
NVDA | 82.04% | $4.00T | +27.74% | 0.02% |
MKSI | 81.18% | $7.02B | -26.62% | 0.82% |
META | 81.06% | $1.81T | +45.30% | 0.29% |
MSFT | 80.69% | $3.74T | +10.81% | 0.64% |
ETN | 80.29% | $140.98B | +10.17% | 1.08% |
BN | 79.20% | $105.26B | +38.58% | 0.53% |
BNT | 78.56% | $12.84B | +38.78% | 0.00% |
ITT | 77.78% | $12.44B | +15.16% | 0.85% |
APH | 77.59% | $121.21B | +43.75% | 0.66% |
LRCX | 77.54% | $127.43B | -6.82% | 2.93% |
AEIS | 77.29% | $5.33B | +23.02% | 0.28% |
JHG | 77.28% | $6.54B | +16.03% | 3.79% |
PH | 77.11% | $90.99B | +30.72% | 0.94% |
ADI | 77.07% | $120.82B | +2.41% | 1.56% |
COHR | 77.03% | $14.69B | +18.98% | 0.00% |
ARES | 77.00% | $39.40B | +23.54% | 2.29% |
KKR | 76.97% | $124.18B | +21.29% | 0.51% |
AMD | 76.88% | $237.11B | -18.68% | 0.00% |
ENTG | 76.81% | $13.06B | -40.61% | 0.45% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMN | 0.04% | $445.33M | 0.18% | |
BIV | 0.05% | $23.28B | 0.03% | |
UITB | 0.08% | $2.34B | 0.39% | |
BAB | -0.13% | $929.95M | 0.28% | |
ISTB | -0.18% | $4.41B | 0.06% | |
UBND | -0.20% | $1.02B | 0.4% | |
WEAT | 0.25% | $124.92M | 0.28% | |
TIPX | 0.35% | $1.74B | 0.15% | |
SPMB | 0.52% | $6.20B | 0.04% | |
NYF | 0.56% | $885.33M | 0.25% | |
FMB | 0.56% | $1.89B | 0.65% | |
BSMR | 0.60% | $258.73M | 0.18% | |
SPTL | -0.72% | $11.26B | 0.03% | |
GNMA | 0.78% | $375.09M | 0.1% | |
BOND | 0.82% | $5.62B | 0.7% | |
SUB | 0.84% | $9.98B | 0.07% | |
SCHQ | -0.92% | $784.68M | 0.03% | |
FIXD | -0.93% | $3.40B | 0.65% | |
IBMS | -0.94% | $89.71M | 0.18% | |
CTA | -1.05% | $1.07B | 0.76% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.39% | $94.90M | 0.59% | |
VIXY | -78.22% | $200.94M | 0.85% | |
VIXM | -72.21% | $22.99M | 0.85% | |
BTAL | -70.86% | $310.24M | 1.43% | |
IVOL | -42.98% | $341.06M | 1.02% | |
SPTS | -34.82% | $5.78B | 0.03% | |
FXY | -33.41% | $798.58M | 0.4% | |
XONE | -32.24% | $629.16M | 0.03% | |
FTSD | -31.34% | $233.24M | 0.25% | |
UTWO | -30.00% | $376.64M | 0.15% | |
SCHO | -29.04% | $10.92B | 0.03% | |
VGSH | -28.59% | $22.70B | 0.03% | |
IBTG | -24.83% | $1.93B | 0.07% | |
IBTI | -24.65% | $1.07B | 0.07% | |
XHLF | -23.55% | $1.73B | 0.03% | |
IBTH | -23.35% | $1.62B | 0.07% | |
IBTJ | -22.60% | $689.78M | 0.07% | |
BILS | -21.63% | $3.80B | 0.1356% | |
IEI | -20.70% | $15.68B | 0.15% | |
IBTK | -19.64% | $449.08M | 0.07% |
SCHG - Schwab U.S. Large Cap Growth ETF and IWF - iShares Russell 1000 Growth ETF have a 160 holding overlap. Which accounts for a 80.8% overlap.
Number of overlapping holdings
160
% of overlapping holdings
80.82%
Name | Weight in SCHG | Weight in IWF |
---|---|---|
11.86% | 13.35% | |
11.03% | 12.50% | |
9.30% | 10.35% | |
6.27% | 5.25% | |
4.59% | 4.33% | |
4.41% | 4.29% | |
3.09% | 2.28% | |
3.00% | 2.98% | |
2.51% | 1.86% | |
2.13% | 2.14% |
Schwab U.S. Large Cap Growth ETF - SCHG is made up of 227 holdings. iShares Russell 1000 Growth ETF - IWF is made up of 386 holdings.
Name | Weight |
---|---|
![]() | 11.86% |
![]() | 11.03% |
![]() | 9.30% |
![]() | 6.27% |
4.59% | |
![]() | 4.41% |
![]() | 3.09% |
![]() | 3.00% |
![]() | 2.51% |
2.13% | |
2.04% | |
![]() | 1.81% |
1.53% | |
1.47% | |
1.03% | |
0.94% | |
0.93% | |
0.85% | |
0.81% | |
![]() | 0.75% |
![]() | 0.71% |
0.68% | |
0.66% | |
0.63% | |
0.63% | |
0.60% | |
![]() | 0.57% |
0.56% | |
0.55% | |
![]() | 0.53% |
Name | Weight |
---|---|
![]() | 13.35% |
![]() | 12.50% |
![]() | 10.35% |
![]() | 5.25% |
4.33% | |
![]() | 4.29% |
![]() | 2.98% |
![]() | 2.28% |
2.14% | |
1.98% | |
![]() | 1.86% |
![]() | 1.77% |
1.49% | |
1.44% | |
![]() | 1.27% |
![]() | 1.12% |
1.08% | |
0.93% | |
0.92% | |
![]() | 0.68% |
0.67% | |
0.62% | |
0.61% | |
0.58% | |
![]() | 0.52% |
0.50% | |
0.49% | |
0.44% | |
0.43% | |
0.42% |