Discover a comparison of SCHG vs. VWO to determine which is best for you! Use the table below to compare their key characteristics.
SCHG vs. VWO Key Characteristics
| Metrics | SCHG | VWO |
|---|---|---|
| 1-Year Annual Return | 50.12% | 9.27% |
| 5-Year Annual Return | 19.96% | 4.73% |
| Expense Ratio | 0.04% | 0.08% |
| Dividend Yield | 0.40% | 3.52% |
| Number of Holdings | 251 | 5745 |
Overview of SCHG
SCHG, the Schwab U.S. Large-Cap Growth ETF, is an exchange-traded fund managed by Charles Schwab Investment Management. This ETF aims to track the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which is designed to measure the performance of large-capitalization growth stocks in the United States.
Overview of VWO
The Vanguard FTSE Emerging Markets ETF, trading under the ticker symbol VWO, is an exchange-traded fund managed by Vanguard. This ETF is designed to track the performance of stocks from emerging markets across the globe. VWO offers investors exposure to a wide range of companies in emerging markets, including countries like China, Brazil, Taiwan, India, and South Africa.
Performance Comparison of SCHG vs. VWO
The total return performance including dividends is crucial to consider when analyzing different investment funds.
As of 1/15/2024, SCHG has a one year annualized return of 50.12%, while VWO has a five year annualized return of 9.27%.
SCHG vs. VWO Dividend Yield
Both SCHG and VWO pay dividends to their shareholders from the earnings of their underlying stocks. The dividend yield is a measure of how much a company pays in dividends relative to its share price.
As of 1/15/2024 the dividend yield of SCHG is 0.40%, while the dividend yield of VWO is 3.52%.
SCHG vs. VWO Expense Ratios
The expense ratio is a measure of how much an ETF charges its investors for managing the fund. It is expressed as a percentage of the fund’s assets per year.
The expense ratio is one of the most important factors to consider when choosing an ETF because it directly affects your returns over time. The lower the expense ratio, the more money you get to keep from your investment.
As of 1/15/2024 SCHG has an expense ratio of 0.04%, while VWO has an expense ratio of 0.08%.
SCHG vs. VWO Holdings
A fund’s holdings are the basket of individual securities that it owns and tracks. It is crucial for investors to analyze a fund’s holdings because they are effectively what you are investing in by purchasing the fund.
As of 1/15/2024 SCHG holds 251 securities, while VWO holds 5745.
ETF Comparison Tool
I created an ETF comparison tool you can use with the chart below. Simply search for multiple ETFs or mutual funds to easily compare the key metrics of over 2,000 funds.
Mutual Funds vs. ETFs
When comparing investment funds, you may be confused about the difference between an ETF and a mutual fund. Keep in mind, an index fund is a specific type of mutual fund. ETFs are tradeable during the stock market hours, while mutual funds only update once per day.
Mutual funds are pooled investment vehicles that are managed by a fund company or an investment advisor. They issue and redeem shares directly to investors at the end of each trading day based on their net asset value (NAV). Investors can buy and sell mutual fund shares through the fund company or a broker.
ETFs are also pooled investment vehicles that are managed by a fund company or an investment advisor. However, they trade like stocks on an exchange throughout the trading day at market prices that may differ from their NAV. Investors can buy and sell ETF shares through a broker.
Some of the advantages and disadvantages of mutual funds vs ETFs are:
- Mutual funds may offer more convenience and flexibility for investors who want to invest a fixed amount of money or set up automatic investments or withdrawals.
- Mutual funds may require a larger minimum investment.
- ETFs may incur bid-ask spreads and premiums or discounts to their NAV, which can affect their trading efficiency and performance.
- Mutual funds may be less tax-efficient than ETFs, as they may distribute more capital gains to their shareholders due to their redemption mechanism.
- ETFs may be more tax-efficient than mutual funds, as they may avoid realizing capital gains through their creation and redemption mechanism.
SCHG vs. VWO - Bottom Line
Ultimately, both SCHG and VWO are solid investment choices. The choice between the two ultimately depends on the exposure you want and the amount of risk you are willing to take.
Hopefully, the information in this article helps you decide which is better for your portfolio. To continue your research, check out our other fund comparison articles as well!
Comparing ETFs With TradingView
When comparing ETFs, it is crucial that you are comparing the total return to include dividend payments. TradingView allows you to compare several stocks and ETFs at once on a single chart adjusted for dividends.
You can simply sign up for a free TradingView account and type the stock ticker you want to compare.
When you use my affiliate link to sign up for TradingView, you can get a referral credit and a 30-day free trial of the premium features!
Get a TradingView Referral Credit & Free Trial
Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.
Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!
As you can see in the TradingView chart below, you can compare multiple funds and ETFs on a single chart, making your research much easier. Feel free to compare any ETFs you'd like using the widget. Alternatively, sign up for a free TradingView account and use the main website for a better experience.
Other ETF Comparisons
SPLG vs VTWO
SCHG vs VTWO
VUG vs VXF
VBR vs VOOG
JEPQ vs SCHD
