(SCHG) Schwab U.S. Large-Cap - Performance 14.7% in 12m
Compare SCHG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.98%
#7 in Group
Rel. Strength
69.06%
#2470 in Universe
Total Return 12m
14.67%
#33 in Group
Total Return 5y
131.96%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SCHG (14.7%) vs QQQ (12.7%)
5y Drawdown (Underwater) Chart
Top Performers in Large Growth
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| QGRO NYSE ARCA American Century U.S. |
3.85% | 22.5% | 135% | - | - | - | - | - |
| GARP BATS iShares MSCI USA Quality |
2.18% | 16% | 143% | - | - | - | - | - |
| TMFC BATS Motley Fool 100 Index |
1.8% | 19.5% | 131% | - | - | - | - | - |
| IWY NYSE ARCA iShares Russell Top 200 |
1.53% | 14.8% | 134% | - | - | - | - | - |
| STLG BATS iShares Factors US Growth |
2.3% | 16% | 133% | - | - | - | - | - |
| SCHG NYSE ARCA Schwab U.S. Large-Cap |
1.52% | 14.7% | 132% | - | - | - | - | - |
| FDMO NYSE ARCA Fidelity Momentum Factor |
1.68% | 15.5% | 105% | - | - | - | - | - |
| VONG NASDAQ Vanguard Russell 1000 |
1.59% | 14.2% | 125% | - | - | - | - | - |
Performance Comparison: SCHG vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SCHG
| Total Return (including Dividends) | SCHG | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 1.52% | 1.40% | -0.87% |
| 3 Months | -10.56% | -8.83% | -7.58% |
| 12 Months | 14.67% | 12.67% | 11.88% |
| 5 Years | 131.96% | 127.97% | 110.33% |
| Trend Score (consistency of price movement) | SCHG | QQQ | S&P 500 |
| 1 Month | 31.5% | 29.6% | 23% |
| 3 Months | -86.0% | -86.5% | -88.5% |
| 12 Months | 48.1% | 43.1% | 55.1% |
| 5 Years | 75.9% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #66 | 0.12% | 2.41% |
| 3 Month | #73 | -1.90% | -3.22% |
| 12 Month | #36 | 1.78% | 2.50% |
| 5 Years | #24 | 1.75% | 10.3% |
FAQs
Does SCHG Schwab U.S. Large-Cap outperforms the market?
Yes,
over the last 12 months SCHG made 14.67%, while its related Sector, the Invesco QQQ Trust (QQQ) made 12.67%.
Over the last 3 months SCHG made -10.56%, while QQQ made -8.83%.
Over the last 3 months SCHG made -10.56%, while QQQ made -8.83%.
Performance Comparison SCHG vs Indeces and Sectors
SCHG vs. Indices SCHG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.38% | 2.39% | 0.10% | 2.79% |
| US NASDAQ 100 | QQQ | 0.35% | 0.12% | -0.33% | 2.0% |
| US Dow Jones Industrial 30 | DIA | 2.32% | 4.70% | 0.19% | 5.47% |
| German DAX 40 | DAX | 2.61% | 0.20% | -19.4% | -10.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.34% | 4.34% | 3.09% | 8.71% |
| Hongkong Hang Seng | HSI | 2.37% | 1.46% | -1.82% | 0.78% |
| India NIFTY 50 | INDA | 4.22% | -2.54% | -0.19% | 11.6% |
| Brasil Bovespa | EWZ | 2.18% | -3.08% | -3.60% | 20.5% |
SCHG vs. Sectors SCHG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.13% | 2.57% | -6.03% | -9.29% |
| Consumer Discretionary | XLY | 1.30% | 1.62% | -2.41% | 1.35% |
| Consumer Staples | XLP | 4.88% | 1.32% | -5.21% | 3.47% |
| Energy | XLE | 5.86% | 15.4% | 5.89% | 25.8% |
| Financial | XLF | 2.77% | 3.63% | -7.50% | -8.02% |
| Health Care | XLV | 1.46% | 5.31% | 1.79% | 13.0% |
| Industrial | XLI | 0.96% | 1.41% | -0.61% | 5.08% |
| Materials | XLB | 1.99% | 3.95% | 7.51% | 18.2% |
| Real Estate | XLRE | 2.90% | 2.83% | 0.99% | -3.42% |
| Technology | XLK | -1.07% | -0.17% | 3.44% | 6.94% |
| Utilities | XLU | 4.22% | 1.46% | -2.02% | -7.16% |
| Aerospace & Defense | XAR | 0.43% | -4.87% | -13.4% | -11.9% |
| Biotech | XBI | 0.08% | -0.76% | 12.7% | 16.5% |
| Homebuilder | XHB | 2.07% | 3.79% | 14.9% | 21.7% |
| Retail | XRT | 2.95% | 2.08% | 5.67% | 17.4% |