VUG vs SCHG.
Vanguard Growth ETF (CRSP US Large Cap Growth) against Schwab U.S. Large-Cap Growth ETF (Dow Jones U.S. Large-Cap Growth) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| VUG | SCHG | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +6.69% | — | — |
| 1Y CAGR | +17.1% | — | — |
| 3Y CAGR | +22.1% | — | — |
| 5Y CAGR | +13.0% | — | — |
| 10Y CAGR | +17.7% | — | — |
| Since inception CAGR | +12.2% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VUG minus SCHG. VUG since-inception measured from first available bar January 30, 2004. Since-inception spans differ — compare that row with care.
| VUG | SCHG | |
|---|---|---|
| Name | Vanguard Growth Index Fund ETF Shares | Schwab U.S. Large-Cap Growth ETF |
| Category | Large Growth | Large Growth |
| Style | Passive | Passive |
| Expense ratio | 0.03% | 0.04% |
| Assets (AUM) | $379.2B | $59.1B |
| Dividend yield | 0.39% | 0.39% |
| Avg volume (3-mo) | 7.5M | 10.5M |
| Inception | January 26, 2004 | December 11, 2009 |
| Benchmark proxy | S&P 500 | S&P 500 |
VUG costs 0.01 pp less per year — about $1.00 per $10,000 invested.
| Shared holding | VUG | SCHG | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 12.59% | 10.02% | 10.02% |
| AAPLApple Inc | 11.64% | 8.78% | 8.78% |
| MSFTMicrosoft Corp | 7.59% | 5.81% | 5.81% |
| AMZNAmazon.com Inc | 4.46% | 4.99% | 4.46% |
| GOOGLAlphabet Inc Class A | 5.74% | 4.40% | 4.40% |
| AVGOBroadcom Inc | 4.27% |