Schwab U.S. Large-Cap Growth ETF (SCHG)
ARCA ARCA Primary 
SCHG: A Fund Facing Headwinds, Should Continue To Underperform Broader Nasdaq Index
Schwab U.S. Large-Cap Growth ETF has outperformed due to tech sector holdings but has consistently underperformed the Nasdaq over the last decade. The fund is now overvalued, with core big-cap tech holdings likely trading at unsustainable valuations, leading to a sell recommendation. Signs of a consumer spending slowdown and high valuations of big tech stocks indicate the potential underperformance of SCHG moving forward.
FFLG: A New Strategy, Robust Results For Now, Yet No Significant Edge Over Peers
In February 2024, FFLG received a new ticker as its strategy was changed. It also became fully transparent, with the expense ratio downsized to 38 bps. Benefiting from the market rally, FFLG has delivered solid returns this year, outpacing IVV and QQQ but not FELG or SCHG. Regarding factors, FFLG is mostly similar to SCHG and FELG. It has robust growth characteristics, a compressed adjusted earnings yield, and an elevated P/S ratio.
SCHG: A Worthy QQQ Alternative
The Schwab U.S. Large-Cap Growth ETF is an excellent alternative to the Invesco QQQ Trust. Its holdings overlap the QQQ's to a considerable degree, but with a much lower fee, and exposure to financials. This makes sense because the Dow Jones Large Cap Growth Index is very similar to the NASDAQ-100.
Should Schwab U.S. Large-Cap Growth ETF (SCHG) Be on Your Investing Radar?
The Schwab U.S. Large-Cap Growth ETF (SCHG) was launched on 12/11/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment of the US equity market.
SCHG: The Best Performing Growth ETF As Long As Sentiment Remains Positive
The Vanguard Growth Index ETF is the most popular growth ETF, but it includes companies with unimpressive earnings growth. Here we consider alternatives. The Schwab U.S. Large-Cap Growth ETF and iShares Russell 1000 Growth ETF have significantly outperformed the Vanguard Growth Index ETF over the past decade. Performance of Growth ETFs during the long period when Growth was out of favor starting in 2000 is quite different from that of the past decade.
